| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alex Nunnamaker Schechter Investment Advisors LLC | 2,941 | $202,223.16 | $275,012.91 | $72,789.75 | 35.99% |
Bert D. Barre Colonial Trust Co. / SC | 78 | $6,395.67 | $7,172.1 | $776.43 | 12.14% |
Loni Adams Daymark Wealth Partners LLC | 3,902 | $322,749.25 | $364,876.02 | $42,126.77 | 13.05% |
| YG Youse Guia DoubleLine ETF Adviser LP | 21,054 | $1.37M | $1.93M | $553,420.74 | 40.29% |
| BP Brett Pohl Kingdom Financial Group LLC | 112 | $9,946 | $10,452.96 | $506.96 | 5.1% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,602 | $212,981.6 | $231,604.02 | $18,622.42 | 8.74% |
Amy Ardeel Icon Wealth Advisors LLC | 13,811 | $1.18M | $1.27M | $97,483.23 | 8.28% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 35 | $3,016.64 | $3,230.85 | $214.21 | 7.1% |
Darren Tapley New England Capital Financial Advisors LLC | 152 | $9,599 | $14,213.52 | $4,614.52 | 48.07% |
Moises Valladares Insigneo Advisory Services LLC | 6,558 | $465,215.44 | $600,188.16 | $134,972.72 | 29.01% |
Jeffrey Rosenthal Viawealth LLC | 6,856 | $352,547.03 | $630,409.2 | $277,862.17 | 78.82% |
Paul B. Ordonio Park Place Capital Corp. | 132 | $5,946.6 | $12,080.64 | $6,134.04 | 103.15% |
Kevin Kroskey True Wealth Design LLC | 495 | $35,665.32 | $46,287.45 | $10,622.13 | 29.78% |
Jill Batley Gateway Wealth Partners LLC | 4,185 | $342,324 | $391,339.35 | $49,015.35 | 14.32% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 10,266 | $916,754 | $939,544.32 | $22,790.32 | 2.49% |
| PIL PFG Investments LLC PFG Investments LLC | 3,333 | $257,976.74 | $311,668.83 | $53,692.09 | 20.81% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 7,855 | $697,524 | $718,889.6 | $21,365.6 | 3.06% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 70 | $5,942.8 | $6,545.7 | $602.9 | 10.15% |
Courtney Holt Compound Planning, Inc. | 5,537 | $362,874.81 | $517,764.87 | $154,890.06 | 42.68% |
Nemes Rush Group LLC Nemes Rush Group LLC | 16 | $1,238 | $1,464.32 | $226.32 | 18.28% |