| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Matter Creative Capital Management Investments LLC | 41 | $5,357.72 | $8,338.78 | $2,981.06 | 55.64% |
Belena Vincetti Fortis Capital Advisors LLC | 1,192 | $224,708.36 | $236,850.4 | $12,142.04 | 5.4% |
| YG Youse Guia DoubleLine ETF Adviser LP | 13,659 | $2.35M | $2.71M | $368,029.17 | 15.69% |
Jeffrey D. Munjack JDM Financial Group LLC | 3,370 | $466,228.92 | $669,619 | $203,390.08 | 43.62% |
Patrick D. Hayes Canopy Partners LLC | 1,126 | $208,615.66 | $223,736.2 | $15,120.54 | 7.25% |
Cornell P. Abod Beacon Investment Advisors LLC | 3,976 | $479,497.97 | $790,031.2 | $310,533.23 | 64.76% |
| BP Brett Pohl Kingdom Financial Group LLC | 1 | $186.35 | $200.68 | $14.33 | 7.69% |
Stephen Smith Kestra Investment Management LLC | 3,586 | $695,925.37 | $712,538.2 | $16,612.83 | 2.39% |
Sue Oleari Trifecta Capital Advisors LLC | 11 | $2,461 | $2,185.7 | -$275.3 | -11.19% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,525 | $386,849.73 | $501,717.5 | $114,867.77 | 29.69% |
Joseph Gentili Riverview Capital Advisers LLC | 28,555 | $3.38M | $5.8M | $2.42M | 71.82% |
Amy Ardeel Icon Wealth Advisors LLC | 1,627 | $275,163.81 | $323,284.9 | $48,121.09 | 17.49% |
Jeffrey Hanson Breakwater Capital Group | 1,715 | $273,634.73 | $340,770.5 | $67,135.77 | 24.53% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 355 | $43,894.1 | $70,538.5 | $26,644.4 | 60.7% |
Jesse Ellington Dover Advisors LLC | 1,500 | $335,474.99 | $298,050 | -$37,424.99 | -11.16% |
Darren Tapley New England Capital Financial Advisors LLC | 186 | $32,184.78 | $36,958.2 | $4,773.42 | 14.83% |
Lydia Moore MRP Capital Investments LLC | 1,475 | $163,553.02 | $293,082.5 | $129,529.48 | 79.2% |
Moises Valladares Insigneo Advisory Services LLC | 4,207 | $681,815.93 | $843,461.43 | $161,645.5 | 23.71% |
Ashley Buboltz Moran Wealth Management LLC | 9,219 | $1.37M | $1.83M | $463,002.98 | 33.83% |
Vickie Chrisman LMG Wealth Partners LLC | 1,366 | $235,239 | $271,424.2 | $36,185.2 | 15.38% |