| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LHS Lori H. Snead MontVue Capital Management, Inc. | 1,791 | $343,927.85 | $372,581.73 | $28,653.88 | 8.33% |
Michel Del Buono a16z Perennial Management, L.P. | 2,756 | $587,568.01 | $573,330.68 | -$14,237.33 | -2.42% |
Julie Beswick Advantage Trust Co | 175 | $35,109 | $36,405.25 | $1,296.25 | 3.69% |
Wayne Atkins VCI Wealth Management LLC | 9,132 | $1.97M | $1.9M | -$73,213.06 | -3.71% |
Curtis Burkholder Bare Financial Services, Inc | 68 | $13,569.84 | $14,060.36 | $490.52 | 3.61% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,514 | $365,854.3 | $314,957.42 | -$50,896.88 | -13.91% |
Keisuke Ichihara Rakuten Securities, Inc. | 5 | $1,211.81 | $1,040.15 | -$171.66 | -14.17% |
Joshua Stipcich Tidemark, LLC | 38 | $8,086.97 | $7,905.14 | -$181.83 | -2.25% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,398 | $297,439.09 | $289,064.46 | -$8,374.63 | -2.82% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 3,389 | $545,139.96 | $705,013.67 | $159,873.71 | 29.33% |
Bryan Gleason 14B Captial Management LP | 20,000 | $4.26M | $4.16M | -$94,600.02 | -2.22% |
David Ragan Grunden Financial Advisory, Inc. | 886 | $214,731 | $184,314.58 | -$30,416.42 | -14.16% |
Rob Dainard Hara Capital LLC | 2,390 | $313,376.8 | $497,191.7 | $183,814.9 | 58.66% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 250 | $51,517.34 | $52,007.5 | $490.16 | 0.95% |
Christy Clarin Portfolio Design Labs, LLC | 7,604 | $1.63M | $1.58M | -$50,601.35 | -3.1% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 13,885 | $2.57M | $2.87M | $303,354.89 | 11.81% |
Craig Silberg EVERPAR ADVISORS LLC | 3,456 | $496,855.76 | $718,951.68 | $222,095.92 | 44.7% |
Riley English ENGLISH CAPITAL MANAGEMENT LLC | 21,176 | $2.78M | $4.41M | $1.63M | 58.66% |
Matthew Stead Sachetta, LLC | 359 | $66,859.76 | $74,682.77 | $7,823.01 | 11.7% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 385 | $70,237 | $80,091.55 | $9,854.55 | 14.03% |