| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Matter Creative Capital Management Investments LLC | 212 | $97,098.72 | $86,214.04 | -$10,884.68 | -11.21% |
Nolan Langford Left Brain Wealth Management LLC | 1,002 | $416,461 | $410,319 | -$6,142 | -1.47% |
Michael Snyder Beaumont Financial Advisors LLC | 2,131 | $1.11M | $854,648.2 | -$254,493.24 | -22.95% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 751 | $379,378.43 | $299,611.45 | -$79,766.98 | -21.03% |
Holly Skipper Verum Partners LLC | 1,738 | $779,937.8 | $697,485.47 | -$82,452.33 | -10.57% |
Belena Vincetti Fortis Capital Advisors LLC | 1,001 | $416,144 | $400,630.23 | -$15,513.77 | -3.73% |
| YG Youse Guia DoubleLine ETF Adviser LP | 10,041 | $2.72M | $4M | $1.29M | 47.34% |
Patrick D. Hayes Canopy Partners LLC | 3,932 | $1.96M | $1.58M | -$383,059.52 | -19.54% |
Marc White Clarendon Private LLC | 3,086 | $1.35M | $1.25M | -$99,197.32 | -7.33% |
Sheryl Stephens Stephens Consulting LLC | 8 | $2,641 | $3,207.92 | $566.92 | 21.47% |
Dennis Wallace Fortune Financial Advisors LLC | 530 | $220,284 | $210,982.4 | -$9,301.6 | -4.22% |
Lucas Mosher SP Asset Management LLC | 138,292 | $56.78M | $55.64M | -$1.15M | -2.02% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 773 | $321,281 | $317,045.95 | -$4,235.05 | -1.32% |
| BP Brett Pohl Kingdom Financial Group LLC | 454 | $140,807.36 | $182,828.07 | $42,020.71 | 29.84% |
Stephen Smith Kestra Investment Management LLC | 5,273 | $2.55M | $2.11M | -$433,759.64 | -17.03% |
Sue Oleari Trifecta Capital Advisors LLC | 791 | $290,689.93 | $316,929.97 | $26,240.04 | 9.03% |
Amy Hart Phillips Wealth Planners LLC | 1,516 | $722,651.13 | $607,688.6 | -$114,962.53 | -15.91% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 494 | $205,321.22 | $202,495.54 | -$2,825.68 | -1.38% |
Bree Pate Olisti Co. Wealth LLC | 1,369 | $553,154.69 | $548,010.7 | -$5,143.99 | -0.93% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 9,602 | $4.55M | $3.84M | -$708,317.86 | -15.56% |