| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 879 | $79,225.2 | $69,190.48 | -$10,034.72 | -12.67% |
Dustin Schick Evergreen Private Wealth LLC | 1,991 | $135,253.98 | $157,259.13 | $22,005.15 | 16.27% |
Jeremy Edelstein BlackBarn Capital Partners LP | 335,000 | $24.08M | $26.72M | $2.63M | 10.93% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 2,968 | $206,589.56 | $234,442.32 | $27,852.76 | 13.48% |
RENEE BRUNNER Elite Life Management LLC | 3,015 | $242,710.41 | $238,064.4 | -$4,646.01 | -1.91% |
Christy Clarin Portfolio Design Labs, LLC | 11,511 | $870,960.34 | $918,462.69 | $47,502.35 | 5.45% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 36,104 | $2.67M | $2.83M | $157,925.25 | 5.91% |
Craig Silberg EVERPAR ADVISORS LLC | 5,790 | $408,504.75 | $462,939.45 | $54,434.7 | 13.33% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 6,890 | $423,230.18 | $551,131.1 | $127,900.92 | 30.22% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 5,098 | $324,762.53 | $406,514.52 | $81,751.99 | 25.17% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 2,686 | $215,984.72 | $214,503.96 | -$1,480.76 | -0.69% |
Matthew Stead Sachetta, LLC | 2,006 | $124,652.54 | $158,293.46 | $33,640.92 | 26.99% |
Jody White Farrow Financial Inc. | 31,091 | $1.95M | $2.46M | $507,624.52 | 26% |
Ellwood Derricks Partnership Wealth Management, LLC | 8,000 | $471,198.11 | $631,760 | $160,561.89 | 34.08% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 3,074 | $285,555.76 | $242,723.04 | -$42,832.72 | -15% |
Neil Greenspan Fielder Capital Group LLC | 3,449 | $212,963.8 | $275,764.79 | $62,800.99 | 29.49% |
Scott Noble Boomfish Wealth Group, LLC | 22,808 | $1.45M | $1.8M | $353,903.3 | 24.48% |
Chandler te Velde Maia Wealth LLC | 14,163 | $1.13M | $1.13M | $4,229.58 | 0.38% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 42,844 | $3.38M | $3.42M | $36,496.64 | 1.08% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 13,248 | $1.06M | $1.06M | -$6,168.84 | -0.58% |