| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 717 | $113,183.45 | $164,458.29 | $51,274.84 | 45.3% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,708 | $333,740.84 | $621,133.96 | $287,393.12 | 86.11% |
Bert D. Barre Colonial Trust Co. / SC | 319 | $52,766.99 | $73,169.03 | $20,402.04 | 38.66% |
Richard S. Levenson Western Financial Corp./CA | 3,397 | $589,578.14 | $779,169.89 | $189,591.75 | 32.16% |
Loni Adams Daymark Wealth Partners LLC | 2,835 | $468,936.05 | $650,263.95 | $181,327.9 | 38.67% |
Brian Matter Creative Capital Management Investments LLC | 41 | $5,357.72 | $9,404.17 | $4,046.45 | 75.53% |
Belena Vincetti Fortis Capital Advisors LLC | 1,192 | $224,708.36 | $273,409.04 | $48,700.68 | 21.67% |
| YG Youse Guia DoubleLine ETF Adviser LP | 15,439 | $2.65M | $3.54M | $894,373.7 | 33.79% |
Jeffrey D. Munjack JDM Financial Group LLC | 3,361 | $464,216.07 | $770,912.57 | $306,696.5 | 66.07% |
Patrick D. Hayes Canopy Partners LLC | 1,126 | $208,615.66 | $258,270.62 | $49,654.96 | 23.8% |
Cornell P. Abod Beacon Investment Advisors LLC | 3,960 | $475,919.52 | $908,305.2 | $432,385.68 | 90.85% |
| BP Brett Pohl Kingdom Financial Group LLC | 1 | $186.35 | $222.86 | $36.51 | 19.59% |
Stephen Smith Kestra Investment Management LLC | 3,586 | $695,925.37 | $806,168.66 | $110,243.29 | 15.84% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,510 | $383,494.98 | $575,718.7 | $192,223.72 | 50.12% |
Joseph Gentili Riverview Capital Advisers LLC | 29,525 | $3.49M | $6.77M | $3.28M | 94.08% |
Amy Ardeel Icon Wealth Advisors LLC | 1,627 | $275,163.81 | $365,765.87 | $90,602.06 | 32.93% |
Jeffrey Hanson Breakwater Capital Group | 1,703 | $271,225.62 | $390,617.11 | $119,391.49 | 44.02% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 355 | $43,894.1 | $81,426.35 | $37,532.25 | 85.51% |
Jesse Ellington Dover Advisors LLC | 1,500 | $335,474.99 | $334,290 | -$1,184.99 | -0.35% |
Darren Tapley New England Capital Financial Advisors LLC | 186 | $32,184.78 | $42,662.82 | $10,478.04 | 32.56% |