| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven JE Manders BKM Wealth Management, LLC | 2,122 | $977,614.6 | $1.04M | $60,576.43 | 6.2% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 553 | $291,678.63 | $270,555.91 | -$21,122.72 | -7.24% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 763 | $343,144.81 | $373,298.66 | $30,153.85 | 8.79% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 496 | $261,805.96 | $242,060.4 | -$19,745.56 | -7.54% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 13,334 | $5.01M | $6.55M | $1.54M | 30.68% |
Brad Sayre Shared Vision Wealth Group LLC | 1,598 | $575,759.55 | $781,823.4 | $206,063.85 | 35.79% |
Dane Grouell Turning Point Benefit Group, Inc. | 551 | $276,870.75 | $269,577.41 | -$7,293.34 | -2.63% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 1,684 | $615,322.69 | $823,899 | $208,576.31 | 33.9% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 926 | $395,934.89 | $455,064.18 | $59,129.29 | 14.93% |
Mark Fonville Fonville Wealth Management LLC | 2,071 | $969,716.84 | $1.01M | $43,522.37 | 4.49% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 4,838 | $2.01M | $2.37M | $354,052.19 | 17.59% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 823 | $295,988.02 | $402,488.15 | $106,500.13 | 35.98% |
| MG Melissa Glennie Capital Management Associates, Inc | 9,729 | $4.92M | $4.76M | -$157,210.65 | -3.2% |
Anthony Blagrove Traveka Wealth, LLC | 5,096 | $2.03M | $2.5M | $476,737.03 | 23.51% |
Michel Del Buono a16z Perennial Management, L.P. | 4,623 | $2.32M | $2.26M | -$66,710.22 | -2.87% |
Julie Beswick Advantage Trust Co | 2,363 | $1.03M | $1.16M | $125,669.25 | 12.2% |
Cody Gehman Stonebridge Financial Group, LLC | 8,272 | $4.4M | $4.06M | -$333,025.21 | -7.58% |
Kent Keister Bear Mountain Capital, Inc. | 675 | $245,304.02 | $331,593.75 | $86,289.73 | 35.18% |
Curtis Burkholder Bare Financial Services, Inc | 226 | $111,990.39 | $111,063.18 | -$927.21 | -0.83% |
Thomas Hood Alternative Investment Advisors, LLC. | 1,817 | $831,522.78 | $888,969.41 | $57,446.63 | 6.91% |