| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 9,440 | $2.31M | $1.38M | -$934,170.43 | -40.36% |
Robert Shea NEOS Investment Management LLC | 35,349 | $9.84M | $5.26M | -$4.59M | -46.61% |
Teresa Douberly Burford Brothers, Inc. | 7,326 | $1.3M | $1.07M | -$226,392.45 | -17.44% |
Amir Har-El Savvy Advisors, Inc. | 5,074 | $1M | $742,123.19 | -$260,679.16 | -26% |
Ann Keitner Quantum Portfolio Management LLC | 20 | $2,924 | $2,969.4 | $45.4 | 1.55% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 56 | $8,187 | $8,190.56 | $3.56 | 0.04% |
United Advisor Group LLC United Advisor Group, LLC | 3,941 | $1.29M | $576,410.62 | -$714,994.96 | -55.37% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 38 | $10,409.89 | $5,557.88 | -$4,852.01 | -46.61% |
Jon Deven Mouton CAP Partners, LLC | 6,848 | $1.33M | $1M | -$326,256.2 | -24.57% |
Taylor Wagner Valued Wealth Advisors LLC | 46 | $10,223 | $6,727.96 | -$3,495.04 | -34.19% |
Michel Del Buono a16z Perennial Management, L.P. | 1.47M | $332.56M | $215.56M | -$117M | -35.18% |
Curtis Burkholder Bare Financial Services, Inc | 6 | $1,356.55 | $877.56 | -$478.99 | -35.31% |
Keisuke Ichihara Rakuten Securities, Inc. | 12,500 | $2.24M | $1.86M | -$378,826.53 | -16.9% |
Joshua Stipcich Tidemark, LLC | 84 | $17,967.07 | $12,904.08 | -$5,062.99 | -28.18% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 78 | $22,413.79 | $11,408.28 | -$11,005.51 | -49.1% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,376 | $811,686.62 | $503,159.04 | -$308,527.58 | -38.01% |
Matthew Stead Sachetta, LLC | 46 | $9,424.32 | $6,727.96 | -$2,696.36 | -28.61% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 129 | $20,053.53 | $19,152.63 | -$900.9 | -4.49% |
Neil Greenspan Fielder Capital Group LLC | 11,554 | $2.59M | $1.73M | -$859,092.05 | -33.16% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,369 | $441,602.53 | $200,229.94 | -$241,372.59 | -54.66% |