| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 12,011 | $472,032 | $399,425.8 | -$72,606.2 | -15.38% |
| JG John Ginter Callan Family Office LLC | 7,115 | $279,620 | $235,755.52 | -$43,864.48 | -15.69% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 69,462 | $2.1M | $2.29M | $188,247.69 | 8.95% |
Mariana Coli Dunhill Financial LLC | 51 | $1,412.82 | $1,694.73 | $281.91 | 19.95% |
Drew Phillips Fortitude Family Office LLC | 74 | $2,270.67 | $2,459.02 | $188.35 | 8.29% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 6,619 | $172,028.09 | $218,493.19 | $46,465.1 | 27.01% |
Loni Adams Daymark Wealth Partners LLC | 7,086 | $278,480 | $233,412.84 | -$45,067.16 | -16.18% |
Holly Skipper Verum Partners LLC | 5,704 | $224,167 | $191,084 | -$33,083 | -14.76% |
| YG Youse Guia DoubleLine ETF Adviser LP | 7,057 | $278,298.46 | $234,927.53 | -$43,370.93 | -15.58% |
Stephen Smith Kestra Investment Management LLC | 35,268 | $1.22M | $1.16M | -$53,265.96 | -4.38% |
Kevin Kroskey True Wealth Design LLC | 1,281 | $44,852.44 | $42,567.63 | -$2,284.81 | -5.09% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 394 | $10,241 | $13,029.58 | $2,788.58 | 27.23% |
Courtney Holt Compound Planning, Inc. | 10,371 | $408,926.28 | $342,865.26 | -$66,061.02 | -16.15% |
Tony Macafee UniSuper Management Pty Ltd | 21,200 | $405,082 | $699,282 | $294,200 | 72.63% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,861 | $382,772.23 | $351,244.74 | -$31,527.49 | -8.24% |
Mathieu Cornu Pictet Asset Management Holding SA | 26,117 | $715,236.82 | $867,867.91 | $152,631.09 | 21.34% |
Chris Kleine Park Capital Management, LLC / WI | 10,025 | $393,986.05 | $332,278.62 | -$61,707.43 | -15.66% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,000 | $164,880 | $132,920 | -$31,960 | -19.38% |
Robert Shea NEOS Investment Management LLC | 35,171 | $1.23M | $1.16M | -$72,250.61 | -5.87% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,969 | $234,582 | $197,036.69 | -$37,545.31 | -16.01% |