| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea Butler Sequent Planning LLC | 12,088 | $1.14M | $853,050.16 | -$282,856.7 | -24.9% |
Jaran Day OPINICUS CAPITAL, INC. | 8,786 | $472,929.23 | $639,401.15 | $166,471.92 | 35.2% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 3,060 | $285,380.78 | $223,135.2 | -$62,245.58 | -21.81% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 703 | $64,912.32 | $51,048.34 | -$13,863.98 | -21.36% |
Dustin Schick Evergreen Private Wealth LLC | 72,244 | $3.62M | $5.26M | $1.65M | 45.53% |
Christy Clarin Portfolio Design Labs, LLC | 50,030 | $4.3M | $3.53M | -$772,650.34 | -17.95% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 71,554 | $6.04M | $5.2M | -$847,089.41 | -14.02% |
Craig Silberg EVERPAR ADVISORS LLC | 14,705 | $1.03M | $1.04M | $9,513.73 | 0.93% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,634 | $327,016.28 | $256,451.38 | -$70,564.9 | -21.58% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 3,935 | $208,532.47 | $286,802.47 | $78,270 | 37.53% |
Matthew Stead Sachetta, LLC | 1,860 | $136,082.13 | $135,473.1 | -$609.03 | -0.45% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 28,894 | $3.2M | $2.04M | -$1.16M | -36.32% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 15,569 | $1.08M | $1.13M | $54,025.33 | 5.02% |
Neil Greenspan Fielder Capital Group LLC | 9,419 | $551,313.44 | $664,698.83 | $113,385.39 | 20.57% |
Scott Noble Boomfish Wealth Group, LLC | 18,037 | $1.74M | $1.31M | -$423,256.74 | -24.36% |
Chandler te Velde Maia Wealth LLC | 8,459 | $501,565.38 | $596,951.63 | $95,386.25 | 19.02% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 94,350 | $8.93M | $6.66M | -$2.27M | -25.45% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 28,332 | $1.83M | $2.06M | $233,865.96 | 12.79% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 55,409 | $3.32M | $4.05M | $725,843.53 | 21.86% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 14,547 | $905,883.88 | $1.03M | $120,697.91 | 13.32% |