| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,955 | $178,120.45 | $188,051.45 | $9,931 | 5.58% |
Jonathon Gold Gold Investment Management Ltd. | 173 | $15,619.99 | $18,109.64 | $2,489.65 | 15.94% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,994 | $246,948.26 | $191,802.86 | -$55,145.4 | -22.33% |
PETER KRUSSEL Southland Equity Partners LLC | 4,849 | $466,763 | $466,425.31 | -$337.69 | -0.07% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 23,770 | $1.93M | $2.29M | $359,885.51 | 18.68% |
| WG William Garver Leibman Financial Services, Inc. | 22,572 | $2.19M | $2.17M | -$21,398.04 | -0.98% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 16,316 | $1.86M | $1.57M | -$287,874.48 | -15.5% |
Taylor Wagner Valued Wealth Advisors LLC | 161 | $15,962.07 | $15,486.59 | -$475.48 | -2.98% |
Darin Sadow Freestone Grove Partners LP | 6,042 | $689,049.46 | $581,179.98 | -$107,869.48 | -15.65% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 9,276 | $849,676.73 | $892,258.44 | $42,581.71 | 5.01% |
Mark Fonville Fonville Wealth Management LLC | 2,079 | $208,488.65 | $199,979.01 | -$8,509.64 | -4.08% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,520 | $275,644.86 | $242,398.8 | -$33,246.06 | -12.06% |
Michel Del Buono a16z Perennial Management, L.P. | 67,804 | $7.71M | $6.52M | -$1.19M | -15.45% |
Julie Beswick Advantage Trust Co | 200 | $18,058.08 | $19,238 | $1,179.92 | 6.53% |
Kent Keister Bear Mountain Capital, Inc. | 20 | $1,868.39 | $1,923.8 | $55.41 | 2.97% |
Curtis Burkholder Bare Financial Services, Inc | 398 | $41,214.16 | $38,283.62 | -$2,930.54 | -7.11% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,127 | $423,138.66 | $327,334.36 | -$95,804.3 | -22.64% |
Keisuke Ichihara Rakuten Securities, Inc. | 7,253 | $820,220.37 | $697,666.07 | -$122,554.3 | -14.94% |
Joshua Stipcich Tidemark, LLC | 1,014 | $92,886.57 | $97,536.66 | $4,650.09 | 5.01% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 4,084 | $403,699.11 | $392,839.96 | -$10,859.15 | -2.69% |