| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 5,456 | $480,487.23 | $1.11M | $627,517.26 | 130.6% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 24,112 | $1.93M | $4.9M | $2.96M | 153.38% |
| WG William Garver Leibman Financial Services, Inc. | 12,696 | $1.21M | $2.58M | $1.37M | 113.97% |
Jon Deven Mouton CAP Partners, LLC | 6,808 | $539,296.86 | $1.38M | $843,271.79 | 156.37% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 9,704 | $1.21M | $1.97M | $763,929.7 | 63.3% |
Taylor Wagner Valued Wealth Advisors LLC | 104 | $10,151.02 | $21,120.32 | $10,969.3 | 108.06% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,972 | $267,296.92 | $603,553.77 | $336,256.85 | 125.8% |
Michel Del Buono a16z Perennial Management, L.P. | 22,944 | $1.75M | $4.66M | $2.91M | 166.44% |
Cody Gehman Stonebridge Financial Group, LLC | 1,192 | $227,415.72 | $242,071.36 | $14,655.64 | 6.44% |
Curtis Burkholder Bare Financial Services, Inc | 52 | $6,094.18 | $10,560.16 | $4,465.98 | 73.28% |
Keisuke Ichihara Rakuten Securities, Inc. | 9,596 | $783,670.31 | $1.95M | $1.17M | 148.67% |
Joshua Stipcich Tidemark, LLC | 4,332 | $392,518.76 | $879,742.57 | $487,223.81 | 124.13% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,428 | $225,172.9 | $493,078.24 | $267,905.34 | 118.98% |
Jaran Day OPINICUS CAPITAL, INC. | 18,040 | $1.48M | $3.66M | $2.18M | 146.73% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,656 | $315,939.96 | $336,300.48 | $20,360.52 | 6.44% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 160 | $19,034.07 | $32,492.8 | $13,458.73 | 70.71% |
RENEE BRUNNER Elite Life Management LLC | 2,392 | $275,695.95 | $485,767.36 | $210,071.41 | 76.2% |
Christy Clarin Portfolio Design Labs, LLC | 22,608 | $2.75M | $4.59M | $1.84M | 66.85% |
Paul Cohen Marest Capital, LLC | 2,088 | $252,605.64 | $424,031.04 | $171,425.4 | 67.86% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 13,100 | $1.32M | $2.66M | $1.34M | 102% |