| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lyndsay Goody Onyx Financial Advisors LLC | 1,115 | $366,336.62 | $356,655.05 | -$9,681.57 | -2.64% |
| EB Erik Brenner Hilltop Partners LLC | 735 | $266,096.63 | $235,104.45 | -$30,992.18 | -11.65% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 700 | $209,622 | $223,909 | $14,287 | 6.82% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 1,911 | $688,109.35 | $611,271.57 | -$76,837.78 | -11.17% |
| HS Holly Skipper Verum Partners LLC | 1,827 | $623,738.93 | $584,402.49 | -$39,336.44 | -6.31% |
| YG Youse Guia DoubleLine ETF Adviser LP | 4,409 | $1.45M | $1.41M | -$38,446.17 | -2.65% |
| PDH Patrick D. Hayes Canopy Partners LLC | 2,006 | $731,646.48 | $641,659.22 | -$89,987.26 | -12.3% |
Marc White Clarendon Private LLC | 1,510 | $543,811.07 | $483,003.7 | -$60,807.37 | -11.18% |
| SS Sheryl Stephens Stephens Consulting LLC | 1,141 | $314,966.22 | $364,971.67 | $50,005.45 | 15.88% |
| BP Brett Pohl Kingdom Financial Group LLC | 22 | $7,640.36 | $7,037.14 | -$603.22 | -7.9% |
| PWS Paul W. Spindler Two Point Capital Management Inc. | 18,087 | $4.5M | $5.79M | $1.28M | 28.49% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 4,811 | $1.63M | $1.54M | -$86,159.62 | -5.3% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 3,661 | $1.03M | $1.17M | $141,671.77 | 13.76% |
Joseph Gentili Riverview Capital Advisers LLC | 1,373 | $361,589.86 | $439,181.51 | $77,591.65 | 21.46% |
| TJV Timothy J. Videnka Forza Wealth Management LLC | 924 | $235,974.06 | $295,559.88 | $59,585.82 | 25.25% |
Amy Ardeel Icon Wealth Advisors LLC | 974 | $361,392.92 | $311,553.38 | -$49,839.54 | -13.79% |
John J. Edwards Breed's Hi LLCapital LLC | 1,321 | $483,933.01 | $422,548.27 | -$61,384.74 | -12.68% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,704 | $559,917 | $545,058.48 | -$14,858.52 | -2.65% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 2,728 | $981,878.73 | $872,605.36 | -$109,273.37 | -11.13% |
Jonathan Seed Seed Wealth Management Inc. | 970 | $237,155.59 | $310,273.9 | $73,118.31 | 30.83% |