| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bryan Molinar Atlas Legacy Advisors LLC | 5,208 | $1.4M | $1.74M | $336,961.61 | 24.04% |
Scott Schroeder Longaeva Partners LP | 78,265 | $22.15M | $26.14M | $3.99M | 18.01% |
Crux Wealth Advisors Crux Wealth Advisors | 2,037 | $480,082.38 | $681,763.53 | $201,681.15 | 42.01% |
Berkeley Meredith Hughes Financial Services LLC | 30 | $8,453.66 | $9,888.6 | $1,434.94 | 16.97% |
Jonathan Ameen Impact Capital Partners LLC | 724 | $217,914.66 | $239,006.88 | $21,092.22 | 9.68% |
Ethan Gilbert Rialto Wealth Management LLC | 20 | $6,163.54 | $6,596.3 | $432.76 | 7.02% |
Alteri Wealth LLC Alteri Wealth LLC | 1,541 | $381,571.54 | $507,882.78 | $126,311.24 | 33.1% |
Michael D. Richards Jr. Capital A Wealth Management LLC | 163 | $48,574.82 | $54,396.36 | $5,821.54 | 11.98% |
Fabian Guerra Guerra Advisors Inc. | 10 | $3,125 | $3,336.35 | $211.35 | 6.76% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 427 | $128,207 | $142,746.1 | $14,539.1 | 11.34% |
Eisler Capital Management Ltd. Eisler Capital Management Ltd. | 956 | $298,970 | $319,342.24 | $20,372.24 | 6.81% |
Moment Partners LLC Moment Partners LLC | 867 | $194,797.56 | $288,346.86 | $93,549.3 | 48.02% |
Yuen Man Lee Persistent Asset Partners Ltd. | 1,260 | $420,864.69 | $419,340.6 | -$1,524.09 | -0.36% |
Navigoe LLC Navigoe LLC | 900 | $254,682.01 | $296,622 | $41,939.99 | 16.47% |
Note Advisors LLC Note Advisors LLC | 712 | $240,478 | $236,978.52 | -$3,499.48 | -1.46% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 296 | $68,285 | $98,846.24 | $30,561.24 | 44.76% |
Stance Capital LLC Stance Capital LLC | 62 | $20,940.5 | $20,689.4 | -$251.1 | -1.2% |
William Bradley Clayton Sagespring Wealth Partners LLC | 2,002 | $500,249.98 | $659,819.16 | $159,569.18 | 31.9% |
Rossby Financial LLC Rossby Financial LLC | 49 | $15,533 | $16,162.9 | $629.9 | 4.06% |
Patrick Ross Ross/Johnson & Associates LLC | 1 | $278 | $333.95 | $55.95 | 20.13% |