| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 8,338 | $313,741.62 | $291,621.55 | -$22,120.07 | -7.05% |
Menachem Striks Morton Capital Management LLC/CA | 14,702 | $644,493.04 | $513,099.8 | -$131,393.24 | -20.39% |
Amir Har-El Savvy Advisors, Inc. | 32,046 | $1.36M | $1.12M | -$246,871.29 | -18.11% |
Michel Del Buono a16z Perennial Management, L.P. | 50,502 | $2.45M | $1.76M | -$695,149.71 | -28.32% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,846 | $67,952 | $64,194.65 | -$3,757.35 | -5.53% |
Neil Greenspan Fielder Capital Group LLC | 204,794 | $7.9M | $7.12M | -$776,563.07 | -9.83% |
| FTM F. Thomas Mosley Mosley Wealth Management | 521 | $19,178.01 | $18,109.96 | -$1,068.05 | -5.57% |
Tammy Trenta FF Advisors,LLC | 41,153 | $1.7M | $1.43M | -$265,533.24 | -15.66% |
Angela Pompian Sunpointe, LLC | 8,417 | $308,857.69 | $292,574.92 | -$16,282.77 | -5.27% |
Todd A. Rustman Clarity Capital Partners LLC | 11,285 | $490,692.34 | $392,266.6 | -$98,425.74 | -20.06% |
Kayla Tweedy JBR Co Financial Management Inc | 7,281 | $385,109.27 | $253,342.39 | -$131,766.88 | -34.22% |
Mark Weiskind Fairway Wealth LLC | 2,314 | $105,246.6 | $80,561.91 | -$24,684.69 | -23.45% |
James J. Karabas Embree Financial Group | 45,714 | $1.78M | $1.6M | -$177,252.91 | -9.96% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 28,644 | $1.28M | $997,956.96 | -$286,909.07 | -22.33% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 29,608 | $1.09M | $1.03M | -$57,291.48 | -5.26% |
Neisy Arnez Drucker Wealth 3.0, LLC | 12,928 | $564,907.19 | $449,765.12 | -$115,142.07 | -20.38% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 6,412 | $236,026 | $223,618.5 | -$12,407.5 | -5.26% |
| MWA Merkkuri Wealth Advisors LLC Merkkuri Wealth Advisors LLC | 14 | $530 | $487.41 | -$42.59 | -8.04% |
Wealth Watch Advisors Inc. Wealth Watch Advisors Inc. | 25,943 | $1.35M | $903,205.54 | -$450,817.62 | -33.29% |
| PPH Pure Portfolios Holdings LLC Pure Portfolios Holdings LLC | 7,283 | $352,472.39 | $253,812.55 | -$98,659.84 | -27.99% |