| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul Cohen Marest Capital, LLC | 3,556 | $341,912 | $261,614.92 | -$80,297.08 | -23.48% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 71,554 | $6.04M | $5.13M | -$911,488.01 | -15.08% |
Craig Silberg EVERPAR ADVISORS LLC | 14,705 | $1.03M | $1.05M | $26,277.43 | 2.56% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,634 | $327,016.28 | $269,352.08 | -$57,664.2 | -17.63% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 3,935 | $208,532.47 | $282,178.85 | $73,646.38 | 35.32% |
Matthew Stead Sachetta, LLC | 1,860 | $136,082.13 | $133,380.6 | -$2,701.53 | -1.99% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 28,894 | $3.2M | $2.07M | -$1.13M | -35.29% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 15,747 | $1.09M | $1.13M | $44,110.97 | 4.07% |
Neil Greenspan Fielder Capital Group LLC | 9,419 | $551,313.44 | $688,905.66 | $137,592.22 | 24.96% |
Scott Noble Boomfish Wealth Group, LLC | 13,393 | $1.41M | $960,412.03 | -$445,438.88 | -31.68% |
Chandler te Velde Maia Wealth LLC | 8,459 | $501,565.38 | $606,594.89 | $105,029.51 | 20.94% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 60,187 | $6.51M | $4.32M | -$2.2M | -33.73% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 29,770 | $1.9M | $2.13M | $231,662.18 | 12.17% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 56,252 | $3.36M | $4.03M | $671,644.07 | 19.98% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 2,310 | $156,761.7 | $165,650.1 | $8,888.4 | 5.67% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 14,547 | $905,883.88 | $1.04M | $137,281.49 | 15.15% |
Christian Scharosch 1248 Management, LLC | 1,880 | $184,599.09 | $134,814.8 | -$49,784.29 | -26.97% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 70,325 | $8.35M | $5.04M | -$3.31M | -39.64% |
Amy Taylor Pingora Partners LLC | 1,500 | $74,838.75 | $107,565 | $32,726.25 | 43.73% |
Michael Herman Apollon Financial, LLC | 3,132 | $395,143.8 | $224,595.72 | -$170,548.08 | -43.16% |