| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Menachem Striks Morton Capital Management LLC/CA | 62,550 | $2.04M | $4.63M | $2.6M | 127.21% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 9,290 | $402,031.82 | $688,388.98 | $286,357.16 | 71.23% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 3,595 | $187,155.88 | $266,389.49 | $79,233.61 | 42.34% |
Amir Har-El Savvy Advisors, Inc. | 3,733 | $320,192.67 | $276,615.29 | -$43,577.38 | -13.61% |
Owen McCabe Tyche Wealth Partners LLC | 5,893 | $504,666.73 | $493,126.24 | -$11,540.49 | -2.29% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 24,286 | $782,149.58 | $1.8M | $1.02M | 130.08% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 150 | $13,766 | $11,115 | -$2,651 | -19.26% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,000 | $458,850 | $370,499.99 | -$88,350.01 | -19.25% |
Brad McFadden Glenorchy Capital Ltd | 106,062 | $3.36M | $7.86M | $4.5M | 134.01% |
Joshua Stipcich Tidemark, LLC | 268 | $24,629.97 | $24,087.84 | -$542.13 | -2.2% |
Andrea Butler Sequent Planning LLC | 5,727 | $491,205 | $424,370.69 | -$66,834.31 | -13.61% |
Rob Dainard Hara Capital LLC | 5,627 | $225,690.17 | $416,960.69 | $191,270.52 | 84.75% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 362 | $33,221 | $26,824.2 | -$6,396.8 | -19.26% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 604 | $52,523.06 | $44,756.4 | -$7,766.66 | -14.79% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 3,702 | $316,401.37 | $274,318.19 | -$42,083.18 | -13.3% |
Neil Greenspan Fielder Capital Group LLC | 220,903 | $8.58M | $18.49M | $9.91M | 115.56% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,350 | $274,088.98 | $396,434.99 | $122,346.01 | 44.64% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,230 | $48,666.2 | $91,143 | $42,476.8 | 87.28% |
Susan Sharin Efficient Frontier Advisors LLC | 88,957 | $2.77M | $6.59M | $3.83M | 138.36% |
Chris Chatto Encompass More Asset Management | 3,270 | $280,468.37 | $242,306.99 | -$38,161.38 | -13.61% |