| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 225 | $38,446.59 | $17,766 | -$20,680.59 | -53.79% |
Mariana Coli Dunhill Financial LLC | 353 | $31,416.88 | $27,682.26 | -$3,734.62 | -11.89% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 10,228 | $741,516.34 | $807,909.72 | $66,393.38 | 8.95% |
Lukas Lindgren Abound Wealth Management | 31 | $4,383.97 | $2,438.77 | -$1,945.2 | -44.37% |
Drew Phillips Fortitude Family Office LLC | 720 | $50,278 | $56,462.4 | $6,184.4 | 12.3% |
Sherri Cooke Dakota Community Bank & Trust NA | 88 | $10,402.48 | $6,934.4 | -$3,468.08 | -33.34% |
Alex Nunnamaker Schechter Investment Advisors LLC | 10,896 | $2.27M | $859,367.52 | -$1.41M | -62.18% |
Bert D. Barre Colonial Trust Co. / SC | 4,160 | $735,704.95 | $327,412.8 | -$408,292.15 | -55.5% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 38,531 | $5.17M | $3.05M | -$2.12M | -40.96% |
Loni Adams Daymark Wealth Partners LLC | 6,837 | $1.16M | $540,054.63 | -$618,729.47 | -53.39% |
Brian Matter Creative Capital Management Investments LLC | 21 | $1,509.06 | $1,646.82 | $137.76 | 9.13% |
| YG Youse Guia DoubleLine ETF Adviser LP | 5,464 | $645,899.55 | $429,361.12 | -$216,538.43 | -33.53% |
Jeffrey D. Munjack JDM Financial Group LLC | 50 | $8,341.2 | $3,967 | -$4,374.2 | -52.44% |
| BP Brett Pohl Kingdom Financial Group LLC | 364 | $29,439.91 | $28,748.72 | -$691.19 | -2.35% |
Stephen Smith Kestra Investment Management LLC | 4,602 | $330,700 | $363,373.92 | $32,673.92 | 9.88% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 5,518 | $953,173.94 | $435,646.1 | -$517,527.84 | -54.3% |
Timothy J. Videnka Forza Wealth Management LLC | 3,315 | $429,369.76 | $262,117.05 | -$167,252.71 | -38.95% |
Amy Ardeel Icon Wealth Advisors LLC | 4,701 | $659,710.38 | $372,225.18 | -$287,485.2 | -43.58% |
John J. Edwards Breed's Hi LLCapital LLC | 3,683 | $694,603.46 | $293,314.12 | -$401,289.34 | -57.77% |
Dean Pelos Commonwealth Retirement Investments LLC | 14 | $1,006 | $1,108.52 | $102.52 | 10.19% |