| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 52 | $6,582.47 | $7,670.92 | $1,088.45 | 16.54% |
Darin Sadow Freestone Grove Partners LP | 121,558 | $15.35M | $17.93M | $2.58M | 16.82% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,975 | $249,403 | $291,347.26 | $41,944.26 | 16.82% |
Michel Del Buono a16z Perennial Management, L.P. | 299,493 | $40.65M | $44.18M | $3.53M | 8.69% |
Curtis Burkholder Bare Financial Services, Inc | 28 | $3,625 | $4,134.31 | $509.31 | 14.05% |
Keisuke Ichihara Rakuten Securities, Inc. | 910 | $110,492.44 | $134,365.05 | $23,872.61 | 21.61% |
Joshua Stipcich Tidemark, LLC | 4 | $505 | $590.62 | $85.62 | 16.95% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,447 | $700,360.53 | $804,270.79 | $103,910.26 | 14.84% |
Wynn Capital LLC Wynn Capital, LLC | 4,846 | $677,522.6 | $715,530.8 | $38,008.2 | 5.61% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,463 | $433,212.02 | $511,346.58 | $78,134.56 | 18.04% |
Matthew Stead Sachetta, LLC | 74 | $10,234.29 | $10,980.12 | $745.83 | 7.29% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 445 | $56,205 | $65,762.1 | $9,557.1 | 17% |
Neil Greenspan Fielder Capital Group LLC | 3,556 | $495,956.36 | $525,505.68 | $29,549.32 | 5.96% |
Chandler te Velde Maia Wealth LLC | 4,590 | $603,452.07 | $677,731.4 | $74,279.33 | 12.31% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 1,610 | $265,585.6 | $237,722.78 | -$27,862.82 | -10.49% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 13,081 | $1.59M | $1.94M | $352,663.77 | 22.2% |
Kelly Richert Clayton Financial Group LLC | 26 | $3,529 | $3,842.28 | $313.28 | 8.88% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 100 | $13,614 | $14,766 | $1,152 | 8.46% |
Jonathan Chatfield LM Advisors LLC | 328 | $39,798.65 | $48,471.84 | $8,673.19 | 21.79% |
David P. Cushing nVerses Capital, LLC | 2,143 | $270,618 | $316,435.38 | $45,817.38 | 16.93% |