| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph C. Gissy Tactive Advisors, LLC | 644 | $403,930.99 | $334,506.47 | -$69,424.52 | -17.19% |
Menachem Striks Morton Capital Management LLC/CA | 389 | $249,256 | $202,054.38 | -$47,201.62 | -18.94% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,162 | $651,107.47 | $1.12M | $471,878.53 | 72.47% |
Amir Har-El Savvy Advisors, Inc. | 3,110 | $905,212.59 | $1.58M | $671,806.21 | 74.22% |
Joseph Morrison Sentry LLC | 463 | $296,672 | $240,491.46 | -$56,180.54 | -18.94% |
Owen McCabe Tyche Wealth Partners LLC | 1,191 | $252,169.17 | $618,629.2 | $366,460.03 | 145.32% |
United Advisor Group LLC United Advisor Group, LLC | 351 | $224,907 | $182,316.41 | -$42,590.59 | -18.94% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 521 | $333,596 | $270,617.81 | -$62,978.19 | -18.88% |
Jonathon Gold Gold Investment Management Ltd. | 6,578 | $1.3M | $3.42M | $2.12M | 163.37% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 331 | $211,999 | $167,833.55 | -$44,165.45 | -20.83% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 660 | $216,916 | $342,817.19 | $125,901.19 | 58.04% |
Brad Sayre Shared Vision Wealth Group LLC | 606 | $388,336 | $313,102.02 | -$75,233.98 | -19.37% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 1,739 | $333,945.39 | $887,046.51 | $553,101.12 | 165.63% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 76 | $19,869.11 | $38,644.48 | $18,775.37 | 94.5% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,269 | $310,122.39 | $653,167.02 | $343,044.63 | 110.62% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 13,560 | $3.02M | $6.98M | $3.96M | 130.87% |
Neil Greenspan Fielder Capital Group LLC | 804 | $154,433.12 | $417,613.66 | $263,180.54 | 170.42% |
Chandler te Velde Maia Wealth LLC | 344 | $220,414 | $178,680.47 | -$41,733.53 | -18.93% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 987 | $320,184.71 | $512,667.52 | $192,482.81 | 60.12% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 7,879 | $1.76M | $4M | $2.24M | 127.46% |