| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 21,776 | $3.64M | $8.48M | $4.84M | 132.85% |
Mark Fonville Fonville Wealth Management LLC | 1,210 | $286,851.47 | $471,028.8 | $184,177.33 | 64.21% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 20,197 | $2.9M | $7.94M | $5.03M | 173.28% |
Anthony Blagrove Traveka Wealth, LLC | 6,420 | $1.06M | $2.5M | $1.44M | 135.78% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 2,941 | $356,673.98 | $1.14M | $788,198.5 | 220.99% |
Michel Del Buono a16z Perennial Management, L.P. | 135,798 | $46.1M | $52.86M | $6.76M | 14.66% |
Cody Gehman Stonebridge Financial Group, LLC | 2,202 | $648,627.23 | $857,194.56 | $208,567.33 | 32.16% |
Wayne Atkins VCI Wealth Management LLC | 21,137 | $5.61M | $8.84M | $3.23M | 57.5% |
Curtis Burkholder Bare Financial Services, Inc | 581 | $180,837.58 | $226,171.68 | $45,334.1 | 25.07% |
Thomas Hood Alternative Investment Advisors, LLC. | 4,972 | $1.11M | $1.84M | $734,960.42 | 66.43% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 1,315 | $305,634.66 | $511,903.2 | $206,268.54 | 67.49% |
Kevin Stillman Evernest Financial Advisors, LLC | 5,401 | $1.33M | $2.29M | $967,313 | 72.92% |
Keisuke Ichihara Rakuten Securities, Inc. | 12,935 | $4.07M | $5.38M | $1.31M | 32.32% |
Joshua Stipcich Tidemark, LLC | 1,258 | $197,910.6 | $537,826.44 | $339,915.84 | 171.75% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 14,125 | $2.47M | $5.5M | $3.03M | 122.35% |
Andrea Butler Sequent Planning LLC | 2,662 | $845,989.22 | $1.05M | $200,150.13 | 23.66% |
Jaran Day OPINICUS CAPITAL, INC. | 4,139 | $865,335.66 | $1.61M | $745,894.26 | 86.2% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 2,596 | $330,847.63 | $1.01M | $679,723.25 | 205.45% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 10,380 | $2.41M | $4.04M | $1.63M | 67.88% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 860 | $237,059.48 | $334,780.8 | $97,721.32 | 41.22% |