| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Guy Ethos Financial Group LLC | 1,893 | $976,001.88 | $784,459.18 | -$191,542.7 | -19.63% |
Drew Hartman Warther Private Wealth LLC | 53,409 | $16.84M | $21.46M | $4.62M | 27.43% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 959 | $481,828.92 | $397,409.59 | -$84,419.33 | -17.52% |
Victoria Latham Fiduciary Alliance LLC | 15,616 | $6.79M | $6.47M | -$314,858.1 | -4.64% |
Nolan Hoffmeyer Thematics Asset Management | 9,243 | $4.7M | $3.83M | -$873,471.41 | -18.57% |
Morgan Carter RFP Financial Group LLC | 1,377 | $636,741.05 | $553,182.22 | -$83,558.83 | -13.12% |
Kellie Borror Daner Wealth Management LLC | 720 | $196,111.05 | $289,245.61 | $93,134.56 | 47.49% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 2,519 | $1.19M | $1.02M | -$171,802.43 | -14.4% |
Loni Adams Daymark Wealth Partners LLC | 5,557 | $2.69M | $2.3M | -$388,833.82 | -14.45% |
Brian Matter Creative Capital Management Investments LLC | 212 | $97,098.72 | $87,852.8 | -$9,245.92 | -9.52% |
Nolan Langford Left Brain Wealth Management LLC | 1,002 | $416,461 | $415,228.79 | -$1,232.21 | -0.3% |
Michael Snyder Beaumont Financial Advisors LLC | 2,082 | $1.09M | $862,780.78 | -$225,999.4 | -20.76% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 751 | $379,378.43 | $311,214.39 | -$68,164.04 | -17.97% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 959 | $342,023.81 | $397,409.59 | $55,385.78 | 16.19% |
Holly Skipper Verum Partners LLC | 1,738 | $779,937.8 | $720,227.18 | -$59,710.62 | -7.66% |
Belena Vincetti Fortis Capital Advisors LLC | 1,001 | $416,144 | $414,814.39 | -$1,329.61 | -0.32% |
| YG Youse Guia DoubleLine ETF Adviser LP | 10,041 | $2.72M | $4.03M | $1.32M | 48.46% |
Patrick D. Hayes Canopy Partners LLC | 3,932 | $1.96M | $1.63M | -$330,744.3 | -16.87% |
Marc White Clarendon Private LLC | 3,086 | $1.35M | $1.28M | -$75,342.6 | -5.56% |
Sheryl Stephens Stephens Consulting LLC | 8 | $2,641 | $3,315.2 | $674.2 | 25.53% |