| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 3,062 | $220,464 | $383,423.64 | $162,959.64 | 73.92% |
Anthony Blagrove Traveka Wealth, LLC | 2,569 | $305,182.45 | $314,060.25 | $8,877.8 | 2.91% |
Kent Keister Bear Mountain Capital, Inc. | 469 | $36,675.29 | $57,335.25 | $20,659.96 | 56.33% |
Keisuke Ichihara Rakuten Securities, Inc. | 3,356 | $599,285.18 | $420,238.32 | -$179,046.86 | -29.88% |
Joshua Stipcich Tidemark, LLC | 859 | $73,817.54 | $110,291.3 | $36,473.76 | 49.41% |
Wynn Capital LLC Wynn Capital, LLC | 13,482 | $1.11M | $1.65M | $535,867.89 | 48.18% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 40 | $5,018 | $4,890 | -$128 | -2.55% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,371 | $200,082.35 | $171,676.62 | -$28,405.73 | -14.2% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 99 | $11,625.73 | $12,250.26 | $624.53 | 5.37% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,512 | $308,320.55 | $429,342 | $121,021.45 | 39.25% |
Nicholas Holmes Objectivity Squared, LLC | 2,938 | $387,481.4 | $377,224.51 | -$10,256.89 | -2.65% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 125 | $9,689.17 | $15,281.25 | $5,592.08 | 57.71% |
Christian Scharosch 1248 Management, LLC | 193 | $24,679.65 | $24,167.46 | -$512.19 | -2.08% |
Amy Taylor Pingora Partners LLC | 35,839 | $3.15M | $4.44M | $1.29M | 41% |
Christopher Griffith Stablepoint Partners, LLC | 13,155 | $1.09M | $1.61M | $518,360.2 | 47.56% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 21 | $1,619.14 | $2,567.25 | $948.11 | 58.56% |
Jonathan Chatfield LM Advisors LLC | 2,446 | $259,583.62 | $306,288.12 | $46,704.5 | 17.99% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 3,107 | $477,831.68 | $379,830.75 | -$98,000.93 | -20.51% |
Alan Gilmore Private Wealth Management Group, LLC | 175 | $15,873.77 | $21,393.75 | $5,519.98 | 34.77% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 33,653 | $3.1M | $4.21M | $1.12M | 36.02% |