| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 53 | $7,748.41 | $9,025.63 | $1,277.22 | 16.48% |
United Advisor Group LLC United Advisor Group, LLC | 3,941 | $1.29M | $692,670.16 | -$598,735.42 | -46.36% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 38 | $10,409.89 | $6,828.22 | -$3,581.67 | -34.41% |
Jon Deven Mouton CAP Partners, LLC | 6,848 | $1.33M | $1.25M | -$80,892.29 | -6.09% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,073 | $200,018 | $197,228.13 | -$2,789.87 | -1.39% |
Taylor Wagner Valued Wealth Advisors LLC | 46 | $10,223 | $7,965.36 | -$2,257.64 | -22.08% |
Michel Del Buono a16z Perennial Management, L.P. | 1.47M | $332.56M | $263.71M | -$68.85M | -20.7% |
Curtis Burkholder Bare Financial Services, Inc | 6 | $1,356.55 | $1,102.86 | -$253.69 | -18.7% |
Keisuke Ichihara Rakuten Securities, Inc. | 12,500 | $2.24M | $2.16M | -$77,326.53 | -3.45% |
Joshua Stipcich Tidemark, LLC | 84 | $17,967.07 | $14,953.68 | -$3,013.39 | -16.77% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 78 | $22,413.79 | $13,911.3 | -$8,502.49 | -37.93% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,376 | $811,686.62 | $583,676.64 | -$228,009.98 | -28.09% |
Matthew Stead Sachetta, LLC | 46 | $9,424.32 | $8,276.61 | -$1,147.71 | -12.18% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 129 | $20,053.53 | $23,711.49 | $3,657.96 | 18.24% |
Neil Greenspan Fielder Capital Group LLC | 11,554 | $2.59M | $2.06M | -$534,655.73 | -20.64% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,379 | $443,466.63 | $234,836.8 | -$208,629.83 | -47.05% |
Amy Taylor Pingora Partners LLC | 9,070 | $1.57M | $1.64M | $67,625.71 | 4.3% |
Christopher Griffith Stablepoint Partners, LLC | 9,564 | $2.01M | $1.7M | -$308,312.8 | -15.32% |
Alan Gilmore Private Wealth Management Group, LLC | 54 | $10,030.43 | $9,925.74 | -$104.69 | -1.04% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 162 | $54,673.74 | $29,168.1 | -$25,505.64 | -46.65% |