| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 3,055 | $232,776.73 | $258,727.95 | $25,951.22 | 11.15% |
Loni Adams Daymark Wealth Partners LLC | 9,197 | $711,587.7 | $783,952.28 | $72,364.58 | 10.17% |
Brian Matter Creative Capital Management Investments LLC | 1,388 | $116,009.04 | $118,313.12 | $2,304.08 | 1.99% |
| YG Youse Guia DoubleLine ETF Adviser LP | 19,810 | $1.66M | $1.64M | -$11,688.1 | -0.71% |
| QS Quentin Stoker Gallacher Capital Management LLC | 5,997 | $501,255 | $511,184.28 | $9,929.28 | 1.98% |
Sheryl Stephens Stephens Consulting LLC | 248 | $18,917.09 | $21,139.52 | $2,222.43 | 11.75% |
Cornell P. Abod Beacon Investment Advisors LLC | 21,580 | $1.65M | $1.83M | $177,131.64 | 10.73% |
| BP Brett Pohl Kingdom Financial Group LLC | 54 | $3,941.66 | $4,551.66 | $610 | 15.48% |
Bree Pate Olisti Co. Wealth LLC | 133 | $9,487 | $11,336.92 | $1,849.92 | 19.5% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 6,198 | $482,867.67 | $524,908.62 | $42,040.95 | 8.71% |
Amy Ardeel Icon Wealth Advisors LLC | 14,163 | $1.18M | $1.19M | $8,922.69 | 0.75% |
Steve Alexandrowski GEM Asset Management LLC | 410,466 | $31.38M | $34.99M | $3.61M | 11.5% |
Bepin Serraj Richard W. Paul & Associates LLC | 3,626 | $268,162.34 | $305,635.54 | $37,473.2 | 13.97% |
Kyle Kelley Family Capital Management Inc. | 4,637 | $348,540.63 | $395,257.88 | $46,717.25 | 13.4% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 364 | $24,042.35 | $31,027.36 | $6,985.01 | 29.05% |
Jesse Ellington Dover Advisors LLC | 3,700 | $279,356 | $311,873 | $32,517 | 11.64% |
Neil Christ Oak Hill Wealth Advisors LLC | 3,067 | $234,476.55 | $261,431.08 | $26,954.53 | 11.5% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 8,401 | $702,120 | $716,101.24 | $13,981.24 | 1.99% |
| NH Nathaniel Holden Core Wealth Partners LLC | 10,279 | $765,856.75 | $876,181.96 | $110,325.21 | 14.41% |
Ashley Buboltz Moran Wealth Management LLC | 154,028 | $11.76M | $12.97M | $1.21M | 10.32% |