| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 915 | $239,391.45 | $360,866.85 | $121,475.4 | 50.74% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 1,467 | $571,120 | $578,570.13 | $7,450.13 | 1.3% |
| HS Holly Skipper Verum Partners LLC | 7,290 | $1.87M | $2.88M | $1M | 53.66% |
Belena Vincetti Fortis Capital Advisors LLC | 14,747 | $4.09M | $5.82M | $1.73M | 42.19% |
| YG Youse Guia DoubleLine ETF Adviser LP | 33,140 | $14.9M | $13.07M | -$1.83M | -12.3% |
Jeffrey D. Munjack JDM Financial Group LLC | 338 | $91,134.47 | $133,303.82 | $42,169.35 | 46.27% |
| PDH Patrick D. Hayes Canopy Partners LLC | 5,368 | $1.63M | $2.12M | $484,268.64 | 29.66% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 926 | $259,660.03 | $365,205.14 | $105,545.11 | 40.65% |
Marc White Clarendon Private LLC | 1,893 | $737,695.7 | $746,580.27 | $8,884.57 | 1.2% |
| SS Sheryl Stephens Stephens Consulting LLC | 1,331 | $444,872.07 | $524,933.09 | $80,061.02 | 18% |
| JS Jeffrey Starkey Kooman & Associates | 981 | $200,366.02 | $386,896.59 | $186,530.57 | 93.09% |
| BG Becki Goebel TCP Asset Management LLC | 675 | $300,976.08 | $266,260.5 | -$34,715.58 | -11.53% |
| NJL Nelson J. Lam LAM GROUP Inc. | 100 | $37,175 | $39,598.44 | $2,423.44 | 6.52% |
Lucas Mosher SP Asset Management LLC | 3,051 | $618,539.88 | $1.2M | $584,744.01 | 94.54% |
| BP Brett Pohl Kingdom Financial Group LLC | 987 | $430,447.37 | $389,262.93 | -$41,184.44 | -9.57% |
| SS Stephen Smith Kestra Investment Management LLC | 10,478 | $3.29M | $4.13M | $838,652.76 | 25.46% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 960 | $385,962.62 | $378,614.4 | -$7,348.22 | -1.9% |
| RFS Retirement Financial Solutions LLC Retirement Financial Solutions LLC | 582 | $261,737 | $229,534.98 | -$32,202.02 | -12.3% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 501 | $101,544.21 | $197,589.39 | $96,045.18 | 94.58% |
Amy Hart Phillips Wealth Planners LLC | 1,943 | $256,245.16 | $766,299.77 | $510,054.61 | 199.05% |