| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kaitlyn Barnes Financial Architects, LLC | 13,330 | $1.26M | $1.27M | $10,997.45 | 0.87% |
Mark Fonville Fonville Wealth Management LLC | 15,482 | $1.54M | $1.48M | -$59,368.63 | -3.86% |
| MG Melissa Glennie Capital Management Associates, Inc | 52,527 | $5.22M | $5.02M | -$203,919.24 | -3.91% |
Anthony Blagrove Traveka Wealth, LLC | 18,064 | $1.8M | $1.73M | -$75,539.58 | -4.19% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 2,687 | $265,013.45 | $256,742.85 | -$8,270.6 | -3.12% |
Michel Del Buono a16z Perennial Management, L.P. | 615,315 | $61.05M | $58.69M | -$2.36M | -3.86% |
Kent Keister Bear Mountain Capital, Inc. | 299 | $29,417.84 | $28,558.98 | -$858.86 | -2.92% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 9,682 | $960,208.99 | $923,469.16 | -$36,739.83 | -3.83% |
Kevin Stillman Evernest Financial Advisors, LLC | 6,969 | $698,039.85 | $665,292.1 | -$32,747.75 | -4.69% |
Keisuke Ichihara Rakuten Securities, Inc. | 47 | $4,688.21 | $4,483.09 | -$205.12 | -4.38% |
Joshua Stipcich Tidemark, LLC | 7,507 | $738,550.86 | $715,829.98 | -$22,720.88 | -3.08% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 4,487 | $446,896.04 | $427,409.18 | -$19,486.86 | -4.36% |
Andrea Butler Sequent Planning LLC | 313,224 | $31.33M | $29.86M | -$1.47M | -4.7% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,826 | $181,674.42 | $174,118.23 | -$7,556.19 | -4.16% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 7,741 | $773,029.41 | $738,607.51 | -$34,421.9 | -4.45% |
JORDAN GREEN Valley Financial Group, Inc. | 4,441 | $440,858 | $423,626.99 | -$17,231.01 | -3.91% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 551,062 | $54.98M | $52.25M | -$2.72M | -4.96% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 3,232 | $316,632.84 | $308,688.32 | -$7,944.52 | -2.51% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 380,984 | $37.9M | $36.38M | -$1.52M | -4.01% |
Jody White Farrow Financial Inc. | 7,552 | $744,527.57 | $720,272 | -$24,255.57 | -3.26% |