| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NG Nathan Geraci ETF Store Inc. | 2,731 | $264,593.98 | $270,751.34 | $6,157.36 | 2.33% |
| RM Russell Mohberg Regatta Capital Group LLC | 28,715 | $2.78M | $2.85M | $68,917.12 | 2.48% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 170 | $18,138.45 | $16,853.8 | -$1,284.65 | -7.08% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 75,841 | $7.51M | $7.52M | $8,638.1 | 0.12% |
| FCI Family CFO Inc Family CFO Inc | 22,671 | $2.27M | $2.25M | -$18,601.51 | -0.82% |
Allison Tronnes Forum Financial Management LP | 10,287 | $912,165.45 | $1.02M | $107,687.73 | 11.81% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 18 | $1,507.68 | $1,784.52 | $276.84 | 18.36% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 14,962 | $1.65M | $1.48M | -$169,352.99 | -10.25% |
Marc H. Stone Tyler-Stone Wealth Management | 3,341 | $346,126.56 | $331,761.3 | -$14,365.26 | -4.15% |
Dalila Toledo Ascent Group LLC | 2,836 | $300,675.56 | $281,614.8 | -$19,060.76 | -6.34% |
| EM Erin Mccann Simplicity Wealth LLC | 4,975 | $442,740.86 | $494,017.5 | $51,276.64 | 11.58% |
| RG Robert Glass AlphaCentric Advisors LLC | 1,075 | $95,089.57 | $106,747.5 | $11,657.93 | 12.26% |
Michael Byun SageView Advisory Group LLC | 11,036 | $971,260.06 | $1.1M | $124,614.74 | 12.83% |
| KB Kimberly Byrne Bill Few Associates Inc. | 4,077 | $393,145.11 | $404,846.1 | $11,700.99 | 2.98% |
Kristofer Gray Integrity Financial Corp. /WA | 383 | $40,352.63 | $38,031.9 | -$2,320.73 | -5.75% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 21,624 | $1.95M | $2.15M | $201,721.44 | 10.37% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 630 | $57,040.2 | $62,615.7 | $5,575.5 | 9.77% |
| RTS Randy T. Siegel Aletheian Wealth Advisors LLC | 72,104 | $6.79M | $7.16M | $374,111.15 | 5.51% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 2,626 | $247,243.32 | $260,998.14 | $13,754.82 | 5.56% |
Adam Grossman Mayport LLC | 9,565 | $848,415.5 | $950,665.35 | $102,249.85 | 12.05% |