| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 14,466 | $1.13M | $1.25M | $116,378.72 | 10.3% |
Joseph Morrison Sentry LLC | 2,954 | $222,879 | $246,422.68 | $23,543.68 | 10.56% |
Owen McCabe Tyche Wealth Partners LLC | 5,893 | $504,666.73 | $491,476.2 | -$13,190.53 | -2.61% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 24,286 | $782,149.58 | $2.12M | $1.34M | 170.88% |
PETER KRUSSEL Southland Equity Partners LLC | 12,006 | $1.05M | $1M | -$52,826.6 | -5.01% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,000 | $458,850 | $417,000 | -$41,850 | -9.12% |
Brad McFadden Glenorchy Capital Ltd | 106,062 | $3.36M | $9.11M | $5.75M | 171.15% |
Cody Gehman Stonebridge Financial Group, LLC | 2,647 | $232,407 | $230,924.28 | -$1,482.72 | -0.64% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,254 | $94,614 | $107,699.79 | $13,085.79 | 13.83% |
Joshua Stipcich Tidemark, LLC | 268 | $24,629.97 | $23,018.52 | -$1,611.45 | -6.54% |
Andrea Butler Sequent Planning LLC | 6,288 | $533,532.49 | $548,565.12 | $15,032.63 | 2.82% |
Rob Dainard Hara Capital LLC | 6,857 | $318,493.73 | $571,873.8 | $253,380.07 | 79.56% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 362 | $33,221 | $31,086.75 | -$2,134.25 | -6.42% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 604 | $52,523.06 | $50,373.6 | -$2,149.46 | -4.09% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 3,702 | $316,401.37 | $319,760.25 | $3,358.88 | 1.06% |
Neil Greenspan Fielder Capital Group LLC | 220,903 | $8.58M | $18.42M | $9.85M | 114.84% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,037 | $259,700.04 | $429,706.47 | $170,006.43 | 65.46% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,230 | $48,666.2 | $102,582 | $53,915.8 | 110.79% |
Susan Sharin Efficient Frontier Advisors LLC | 88,957 | $2.77M | $7.56M | $4.79M | 173.33% |
Margaret Nickens Elm3 Financial Group, LLC | 4,782 | $419,860 | $398,818.8 | -$21,041.2 | -5.01% |