| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 1,147 | $204,847 | $183,978.8 | -$20,868.2 | -10.19% |
Jeff Ramsey Quotient Wealth Partners, LLC | 19,199 | $2.4M | $3.05M | $651,582.47 | 27.12% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,147 | $204,827 | $182,889.04 | -$21,937.96 | -10.71% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,316 | $415,558.28 | $529,648.1 | $114,089.82 | 27.45% |
Steven JE Manders BKM Wealth Management, LLC | 21,580 | $2.72M | $3.48M | $762,633.2 | 28.08% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,097 | $438,503.41 | $494,374.11 | $55,870.7 | 12.74% |
Dane Grouell Turning Point Benefit Group, Inc. | 1,280 | $228,608 | $205,894.4 | -$22,713.6 | -9.94% |
Joshua Stipcich Tidemark, LLC | 1,055 | $139,469.51 | $168,974.07 | $29,504.56 | 21.15% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 6,853 | $886,492.67 | $1.09M | $203,237.12 | 22.93% |
Dustin Schick Evergreen Private Wealth LLC | 2,062 | $265,026.55 | $330,270.54 | $65,243.99 | 24.62% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 1,247 | $222,656 | $199,756.93 | -$22,899.07 | -10.28% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 146 | $20,917.55 | $23,238.82 | $2,321.27 | 11.1% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 257 | $37,208 | $41,379.57 | $4,171.57 | 11.21% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 3,077 | $386,247.68 | $488,796.83 | $102,549.15 | 26.55% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 2,254 | $306,547.52 | $357,822.5 | $51,274.98 | 16.73% |
Michael Herman Apollon Financial, LLC | 2,000 | $250,392.15 | $319,140 | $68,747.85 | 27.46% |
Kelly Richert Clayton Financial Group LLC | 48,601 | $6.25M | $7.76M | $1.51M | 24.24% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 112 | $14,015.69 | $17,823.68 | $3,807.99 | 27.17% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 21,518 | $2.74M | $3.43M | $687,455.14 | 25.1% |
David Novak Novak & Powell Financial Services, Inc. | 11,852 | $1.67M | $1.91M | $234,135.02 | 13.99% |