| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rob Dainard Hara Capital LLC | 344 | $200,703.09 | $140,606.56 | -$60,096.53 | -29.94% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 168 | $54,720.69 | $69,619.2 | $14,898.51 | 27.23% |
Jeremy Edelstein BlackBarn Capital Partners LP | 65,000 | $27.02M | $26.11M | -$903,499.35 | -3.34% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 2,604 | $1.3M | $1.08M | -$216,963.24 | -16.74% |
Christy Clarin Portfolio Design Labs, LLC | 14,201 | $5.9M | $5.8M | -$96,748.46 | -1.64% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 9,947 | $4.44M | $4.03M | -$404,627.3 | -9.12% |
Craig Silberg EVERPAR ADVISORS LLC | 2,485 | $988,038.14 | $1.03M | $41,745.84 | 4.23% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,072 | $1.09M | $843,428.32 | -$243,497.23 | -22.4% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,405 | $730,030.57 | $582,231.99 | -$147,798.58 | -20.25% |
Matthew Stead Sachetta, LLC | 406 | $175,176.02 | $168,246.4 | -$6,929.62 | -3.96% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 1,781 | $923,664.04 | $738,046.38 | -$185,617.66 | -20.1% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 39,056 | $12.32M | $15.69M | $3.37M | 27.31% |
Adam Colby Wealth Group Ltd | 1,387 | $658,702.06 | $574,772.79 | -$83,929.27 | -12.74% |
Neil Greenspan Fielder Capital Group LLC | 3,773 | $1.95M | $1.52M | -$425,264.95 | -21.81% |
Scott Noble Boomfish Wealth Group, LLC | 7,417 | $3.26M | $3.07M | -$188,712.05 | -5.78% |
Chandler te Velde Maia Wealth LLC | 12,104 | $4.6M | $5.02M | $417,284.13 | 9.07% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 9,375 | $3.89M | $3.88M | -$8,121.24 | -0.21% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 32,977 | $16.61M | $13.67M | -$2.94M | -17.73% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 1,820 | $905,752.13 | $754,207.98 | -$151,544.15 | -16.73% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 610 | $253,534 | $252,783.99 | -$750.01 | -0.3% |