| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Erik Brenner Hilltop Partners LLC | 754 | $272,081.33 | $212,349.02 | -$59,732.31 | -21.95% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 700 | $209,622 | $202,814.5 | -$6,807.5 | -3.25% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 1,373 | $489,202.35 | $402,604.8 | -$86,597.55 | -17.7% |
Holly Skipper Verum Partners LLC | 2,238 | $753,115.05 | $632,346.88 | -$120,768.17 | -16.04% |
| YG Youse Guia DoubleLine ETF Adviser LP | 3,988 | $1.31M | $1.13M | -$183,607.28 | -14.01% |
Patrick D. Hayes Canopy Partners LLC | 2,136 | $772,575.67 | $603,526.78 | -$169,048.89 | -21.88% |
Marc White Clarendon Private LLC | 1,679 | $597,031.48 | $472,856.77 | -$124,174.71 | -20.8% |
Sheryl Stephens Stephens Consulting LLC | 1,141 | $314,966.22 | $321,328.42 | $6,362.2 | 2.02% |
| BP Brett Pohl Kingdom Financial Group LLC | 20 | $6,937.47 | $5,821 | -$1,116.47 | -16.09% |
| PWS Paul W. Spindler Two Point Capital Management Inc. | 18,097 | $4.51M | $5.26M | $749,359.03 | 16.63% |
Sue Oleari Trifecta Capital Advisors LLC | 2 | $630 | $563.24 | -$66.76 | -10.6% |
Amy Hart Phillips Wealth Planners LLC | 843 | $277,971 | $238,189.64 | -$39,781.36 | -14.31% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 5,326 | $1.79M | $1.5M | -$287,288.69 | -16.07% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 3,583 | $1.01M | $1.01M | $2,074.54 | 0.21% |
Joseph Gentili Riverview Capital Advisers LLC | 1,020 | $267,190.63 | $298,778.4 | $31,587.77 | 11.82% |
Timothy J. Videnka Forza Wealth Management LLC | 924 | $235,974.06 | $261,076.19 | $25,102.13 | 10.64% |
Amy Ardeel Icon Wealth Advisors LLC | 1,042 | $382,802.04 | $293,448.04 | -$89,354 | -23.34% |
John J. Edwards Breed's Hi LLCapital LLC | 1,321 | $483,933.01 | $372,033.23 | -$111,899.78 | -23.12% |
Dean Pelos Commonwealth Retirement Investments LLC | 44 | $13,858 | $12,391.28 | -$1,466.72 | -10.58% |
Jeffrey Hanson Breakwater Capital Group | 2,025 | $569,255.63 | $570,280.5 | $1,024.87 | 0.18% |