| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 32,086 | $1.36M | $1.43M | $66,407.07 | 4.87% |
Michel Del Buono a16z Perennial Management, L.P. | 50,502 | $2.45M | $2.25M | -$206,795.37 | -8.43% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,846 | $67,952 | $82,442.36 | $14,490.36 | 21.32% |
Neil Greenspan Fielder Capital Group LLC | 247,167 | $9.25M | $10.93M | $1.69M | 18.22% |
Tammy Trenta FF Advisors,LLC | 35,652 | $1.48M | $1.59M | $102,376.63 | 6.9% |
Angela Pompian Sunpointe, LLC | 9,935 | $357,221.16 | $439,822.45 | $82,601.29 | 23.12% |
Todd A. Rustman Clarity Capital Partners LLC | 11,285 | $490,692.34 | $504,834.47 | $14,142.13 | 2.88% |
Mark Weiskind Fairway Wealth LLC | 2,004 | $93,246.6 | $88,747.14 | -$4,499.46 | -4.83% |
James J. Karabas Embree Financial Group | 34,595 | $1.35M | $1.53M | $182,408.64 | 13.52% |
Janice M. Powell Diversify Advisory Services, LLC | 18,879 | $606,393.48 | $841,720.21 | $235,326.73 | 38.81% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 20,616 | $801,563.27 | $912,051.84 | $110,488.57 | 13.78% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 18,879 | $694,935.99 | $842,380.98 | $147,444.99 | 21.22% |
Neisy Arnez Drucker Wealth 3.0, LLC | 14,189 | $605,081.27 | $628,147.03 | $23,065.76 | 3.81% |
Wealth Watch Advisors Inc. Wealth Watch Advisors Inc. | 18,912 | $996,496.27 | $841,016.64 | -$155,479.63 | -15.6% |
| PPH Pure Portfolios Holdings LLC Pure Portfolios Holdings LLC | 7,283 | $352,472.39 | $325,732.17 | -$26,740.22 | -7.59% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 76,459 | $3.01M | $3.41M | $404,845.11 | 13.45% |
| KE Karen Eamon Next Level Wealth Planning LLC | 16,737 | $937,450.4 | $748,311.27 | -$189,139.13 | -20.18% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 75 | $3,813.73 | $3,289.12 | -$524.61 | -13.76% |
Avi Kantor Certior Financial Group LLC | 8,301 | $414,332.37 | $369,975.57 | -$44,356.8 | -10.71% |
| DBR Darin Bond Roth Stenger Family Office LLC | 7,867 | $410,347.24 | $349,845.49 | -$60,501.75 | -14.74% |