| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 32,997 | $591,888.41 | $719,664.57 | $127,776.16 | 21.59% |
Loni Adams Daymark Wealth Partners LLC | 43,472 | $1.16M | $948,124.32 | -$209,775.82 | -18.12% |
Brian Matter Creative Capital Management Investments LLC | 465 | $8,560.65 | $10,141.65 | $1,581 | 18.47% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 15,124 | $299,586.3 | $329,854.44 | $30,268.14 | 10.1% |
| EB Erik Brenner Hilltop Partners LLC | 16,555 | $444,749.46 | $361,064.55 | -$83,684.91 | -18.82% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 33,432 | $601,030.22 | $729,151.92 | $128,121.7 | 21.32% |
| HS Holly Skipper Verum Partners LLC | 15,371 | $294,790.67 | $335,241.51 | $40,450.84 | 13.72% |
Belena Vincetti Fortis Capital Advisors LLC | 14,514 | $411,023.62 | $316,550.34 | -$94,473.28 | -22.98% |
| YG Youse Guia DoubleLine ETF Adviser LP | 128,601 | $2.28M | $2.8M | $527,372.04 | 23.16% |
Jeffrey D. Munjack JDM Financial Group LLC | 92 | $2,024 | $2,006.52 | -$17.48 | -0.86% |
| PDH Patrick D. Hayes Canopy Partners LLC | 9,020 | $255,129.62 | $196,726.2 | -$58,403.42 | -22.89% |
| SS Sheryl Stephens Stephens Consulting LLC | 2,502 | $49,322.53 | $54,568.62 | $5,246.09 | 10.64% |
Cornell P. Abod Beacon Investment Advisors LLC | 20,103 | $373,263.7 | $438,446.43 | $65,182.73 | 17.46% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,920 | $100,158.02 | $85,495.2 | -$14,662.82 | -14.64% |
| SS Stephen Smith Kestra Investment Management LLC | 28,527 | $762,573.77 | $622,173.87 | -$140,399.9 | -18.41% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 9,063 | $174,395.93 | $197,664.03 | $23,268.1 | 13.34% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 3,800 | $110,162 | $82,878 | -$27,284 | -24.77% |
Amy Hart Phillips Wealth Planners LLC | 28,526 | $753,060.88 | $622,152.06 | -$130,908.82 | -17.38% |
| SR Scott Register Register Financial Advisors LLC | 14,539 | $313,610.29 | $317,095.59 | $3,485.3 | 1.11% |
Bree Pate Olisti Co. Wealth LLC | 5,475 | $142,545 | $119,409.75 | -$23,135.25 | -16.23% |