| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Pompian Sunpointe, LLC | 2,640 | $661,547.38 | $588,271.2 | -$73,276.18 | -11.08% |
D. Garet Strange Hobbs Group Advisors, LLC | 3,960 | $534,940.98 | $882,406.8 | $347,465.82 | 64.95% |
Kyle Jones Pineridge Advisors LLC | 29 | $2,094 | $6,462.07 | $4,368.07 | 208.6% |
Sean Rooney Prospect Financial Services LLC | 2,272 | $215,388.9 | $487,980.16 | $272,591.26 | 126.56% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 62,125 | $6.66M | $13.84M | $7.19M | 107.94% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,136 | $380,355.53 | $253,134.88 | -$127,220.65 | -33.45% |
Ashley Meredith Abel Hall, LLC | 1,855 | $300,528.97 | $384,801.2 | $84,272.23 | 28.04% |
Darin Pilacinski True Vision MN LLC | 2,967 | $449,240.22 | $619,554.1 | $170,313.88 | 37.91% |
Igor Gitelman Vennlight Capital Management, LP | 9,760 | $3.27M | $2.05M | -$1.21M | -37.16% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 2,461 | $593,863 | $511,100.48 | -$82,762.52 | -13.94% |
Nitin Kumbhani Accent Capital Management, LLC | 7,331 | $2.45M | $1.63M | -$820,998.27 | -33.45% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 2,285 | $370,193 | $489,664.07 | $119,471.07 | 32.27% |
Michael Bailey MGB Wealth Management, LLC | 1,256 | $203,531 | $279,874.48 | $76,343.48 | 37.51% |
Fox Hill Wealth Management Fox Hill Wealth Management | 927 | $232,191.43 | $199,101.06 | -$33,090.37 | -14.25% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 600 | $200,892 | $127,506 | -$73,386 | -36.53% |
Mary Throop Summerhill Capital Management lnc. | 8,731 | $743,496.37 | $1.81M | $1.07M | 143.38% |
| WL Wealthcollab LLC WealthCollab, LLC | 24 | $7,278.5 | $4,985.52 | -$2,292.98 | -31.5% |
Kayla Tweedy JBR Co Financial Management Inc | 6,156 | $535,515.43 | $1.37M | $836,226.05 | 156.15% |
Ian Jameson American Capital Advisory, LLC | 18 | $3,192.77 | $3,756.96 | $564.19 | 17.67% |
David Maxey Heritage Family Offices, LLP | 665 | $222,653 | $148,181.95 | -$74,471.05 | -33.45% |