| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Holly Skipper Verum Partners LLC | 15,692 | $301,435.52 | $373,766.18 | $72,330.66 | 24% |
Belena Vincetti Fortis Capital Advisors LLC | 18,992 | $503,718.13 | $448,021.28 | -$55,696.85 | -11.06% |
| YG Youse Guia DoubleLine ETF Adviser LP | 89,850 | $1.66M | $2.12M | $463,646.99 | 27.95% |
Jeffrey D. Munjack JDM Financial Group LLC | 92 | $2,024 | $2,173.5 | $149.5 | 7.39% |
Sheryl Stephens Stephens Consulting LLC | 2,502 | $49,322.53 | $58,974.14 | $9,651.61 | 19.57% |
Cornell P. Abod Beacon Investment Advisors LLC | 20,098 | $373,171.65 | $475,217.21 | $102,045.56 | 27.35% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,292 | $84,557.72 | $77,625.36 | -$6,932.36 | -8.2% |
Stephen Smith Kestra Investment Management LLC | 24,882 | $682,383.77 | $586,344.33 | -$96,039.44 | -14.07% |
Sue Oleari Trifecta Capital Advisors LLC | 3,828 | $110,741.6 | $90,245.1 | -$20,496.5 | -18.51% |
Amy Hart Phillips Wealth Planners LLC | 22,751 | $647,443.44 | $542,042.57 | -$105,400.87 | -16.28% |
Scott Register Register Financial Advisors LLC | 14,539 | $313,610.29 | $343,193.09 | $29,582.8 | 9.43% |
Bree Pate Olisti Co. Wealth LLC | 5,476 | $142,569.4 | $129,425.26 | -$13,144.14 | -9.22% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 59,237 | $1.25M | $1.4M | $144,482.56 | 11.55% |
Timothy J. Videnka Forza Wealth Management LLC | 32,744 | $609,755.39 | $779,307.2 | $169,551.81 | 27.81% |
Amy Ardeel Icon Wealth Advisors LLC | 54,310 | $1.27M | $1.28M | $7,110.76 | 0.56% |
John J. Edwards Breed's Hi LLCapital LLC | 8,192 | $231,671 | $194,109.44 | -$37,561.56 | -16.21% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 33 | $683 | $775.5 | $92.5 | 13.54% |
| DW Donald Windle Windle Wealth LLC | 357,358 | $6.64M | $8.42M | $1.77M | 26.71% |
Matthew Keyes Heritage Wealth Partners LLC | 8,842 | $142,920.05 | $208,229.1 | $65,309.05 | 45.7% |
Andy Peters Goldstein Advisors LLC | 8,568 | $209,059 | $197,492.39 | -$11,566.61 | -5.53% |