| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 4,055 | $872,486.22 | $780,303.61 | -$92,182.61 | -10.57% |
Brian Matter Creative Capital Management Investments LLC | 84 | $12,166.56 | $16,164.12 | $3,997.56 | 32.86% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 850 | $226,704 | $163,565.49 | -$63,138.51 | -27.85% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 11,442 | $1.83M | $2.2M | $374,642.93 | 20.5% |
Belena Vincetti Fortis Capital Advisors LLC | 6,274 | $1.32M | $1.21M | -$110,422.24 | -8.38% |
| YG Youse Guia DoubleLine ETF Adviser LP | 15,796 | $2.6M | $3.04M | $439,119.85 | 16.89% |
Jeffrey D. Munjack JDM Financial Group LLC | 104 | $19,122.12 | $20,012.72 | $890.6 | 4.66% |
Adam Laibson Mainsail Financial Group LLC | 3,512 | $589,068 | $675,814.12 | $86,746.12 | 14.73% |
| SS Sheryl Stephens Stephens Consulting LLC | 1 | $238.31 | $192.43 | -$45.88 | -19.25% |
| BP Brett Pohl Kingdom Financial Group LLC | 89 | $18,218.63 | $17,126.27 | -$1,092.36 | -6% |
Amy Hart Phillips Wealth Planners LLC | 2,557 | $532,829.8 | $492,043.48 | -$40,786.32 | -7.65% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 3,075 | $483,980.04 | $591,722.22 | $107,742.18 | 22.26% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 4,252 | $773,581.15 | $818,212.32 | $44,631.17 | 5.77% |
Amy Ardeel Icon Wealth Advisors LLC | 2,184 | $459,766.83 | $420,267.1 | -$39,499.73 | -8.59% |
Matthew C. Jessup Jessup Wealth Management Inc. | 51,181 | $10.41M | $9.85M | -$565,119.99 | -5.43% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 2,276 | $335,127.51 | $437,970.66 | $102,843.15 | 30.69% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,423 | $230,311.23 | $273,219.13 | $42,907.9 | 18.63% |
Jeffrey Hanson Breakwater Capital Group | 2,371 | $573,678.94 | $456,251.51 | -$117,427.43 | -20.47% |
Jesse Ellington Dover Advisors LLC | 2,087 | $423,744.01 | $400,708.59 | -$23,035.42 | -5.44% |
Darren Tapley New England Capital Financial Advisors LLC | 60 | $8,707 | $11,520.13 | $2,813.13 | 32.31% |