| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathon Gold Gold Investment Management Ltd. | 6,578 | $1.3M | $3.49M | $2.19M | 169.09% |
PETER KRUSSEL Southland Equity Partners LLC | 1,191 | $763,145 | $601,324 | -$161,821 | -21.2% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 660 | $216,916 | $333,227.41 | $116,311.41 | 53.62% |
Brad Sayre Shared Vision Wealth Group LLC | 606 | $388,336 | $305,963.35 | -$82,372.65 | -21.21% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 1,739 | $333,945.39 | $878,003.73 | $544,058.34 | 162.92% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 76 | $19,869.11 | $38,371.64 | $18,502.53 | 93.12% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,269 | $310,122.39 | $640,705.42 | $330,583.03 | 106.6% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 16,379 | $3.57M | $8.27M | $4.7M | 131.96% |
Neil Greenspan Fielder Capital Group LLC | 804 | $154,433.12 | $426,682.81 | $272,249.69 | 176.29% |
Chandler te Velde Maia Wealth LLC | 344 | $220,414 | $173,682.16 | -$46,731.84 | -21.2% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 912 | $277,548.99 | $460,459.69 | $182,910.7 | 65.9% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,798 | $1.96M | $4.44M | $2.48M | 126.34% |
Michael Herman Apollon Financial, LLC | 2,684 | $577,259.96 | $1.36M | $777,864.83 | 134.75% |
David McNeely Darden Wealth Group Inc | 683 | $205,781 | $362,468.11 | $156,687.11 | 76.14% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 300 | $57,609.9 | $151,467 | $93,857.1 | 162.92% |
Jonathan Chatfield LM Advisors LLC | 651 | $132,436.34 | $328,683.4 | $196,247.06 | 148.18% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 6,880 | $4.41M | $3.47M | -$934,789.73 | -21.2% |
David Novak Novak & Powell Financial Services, Inc. | 1,050 | $201,634.65 | $530,134.51 | $328,499.86 | 162.92% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 3,443 | $662,383.05 | $1.83M | $1.17M | 176.38% |
Dana Zucker Gray Foundation | 34,371 | $6.6M | $18.28M | $11.68M | 176.89% |