| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 20,465 | $1.66M | $3.45M | $1.79M | 108.22% |
Dane Grouell Turning Point Benefit Group, Inc. | 3,045 | $394,662.15 | $513,417.45 | $118,755.3 | 30.09% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 1,629 | $168,326.99 | $274,665.69 | $106,338.7 | 63.17% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,973 | $277,673.89 | $332,667.53 | $54,993.64 | 19.81% |
Michel Del Buono a16z Perennial Management, L.P. | 3,024 | $439,334.75 | $509,876.64 | $70,541.89 | 16.06% |
Wayne Atkins VCI Wealth Management LLC | 8,639 | $1.06M | $1.46M | $395,925.79 | 37.33% |
Curtis Burkholder Bare Financial Services, Inc | 267 | $27,775.86 | $45,018.87 | $17,243.01 | 62.08% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,248 | $191,203.93 | $379,035.28 | $187,831.35 | 98.24% |
Joshua Stipcich Tidemark, LLC | 9 | $1,105 | $1,517.49 | $412.49 | 37.33% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 7,728 | $920,682.53 | $1.3M | $382,335.55 | 41.53% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 199 | $23,921.28 | $33,553.39 | $9,632.11 | 40.27% |
Dustin Schick Evergreen Private Wealth LLC | 45,551 | $5.03M | $7.68M | $2.65M | 52.71% |
RENEE BRUNNER Elite Life Management LLC | 2,646 | $363,798.38 | $446,142.06 | $82,343.68 | 22.63% |
Christy Clarin Portfolio Design Labs, LLC | 9,716 | $1.41M | $1.64M | $233,211.58 | 16.6% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 15,968 | $1.92M | $2.69M | $774,386.83 | 40.38% |
Craig Silberg EVERPAR ADVISORS LLC | 7,675 | $898,309.7 | $1.29M | $395,772.05 | 44.06% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 1,264 | $214,728 | $213,123.04 | -$1,604.96 | -0.75% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 424 | $52,060 | $71,490.64 | $19,430.64 | 37.32% |
Adam Colby Wealth Group Ltd | 2,068 | $301,328 | $348,685.48 | $47,357.48 | 15.72% |
Neil Greenspan Fielder Capital Group LLC | 5,485 | $555,843.79 | $924,825.85 | $368,982.06 | 66.38% |