| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,955 | $178,120.45 | $200,680.75 | $22,560.3 | 12.67% |
Jonathon Gold Gold Investment Management Ltd. | 173 | $15,619.99 | $17,786.13 | $2,166.14 | 13.87% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,232 | $269,856.83 | $230,387.04 | -$39,469.79 | -14.63% |
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 | $2.34M | $146,763.36 | 6.69% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 16,316 | $1.86M | $1.69M | -$168,767.68 | -9.09% |
Taylor Wagner Valued Wealth Advisors LLC | 161 | $15,962.07 | $15,486.59 | -$475.48 | -2.98% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 8,880 | $813,796.48 | $917,259.6 | $103,463.12 | 12.71% |
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. | 2,319 | $253,261.81 | $247,785.15 | -$5,476.66 | -2.16% |
Michel Del Buono a16z Perennial Management, L.P. | 67,804 | $7.71M | $7.04M | -$673,971.68 | -8.74% |
Julie Beswick Advantage Trust Co | 200 | $18,058.08 | $20,529 | $2,470.92 | 13.68% |
Kent Keister Bear Mountain Capital, Inc. | 20 | $1,868.39 | $2,053 | $184.61 | 9.88% |
Curtis Burkholder Bare Financial Services, Inc | 398 | $41,214.16 | $41,324.34 | $110.18 | 0.27% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,127 | $423,138.66 | $320,970.91 | -$102,167.75 | -24.15% |
Keisuke Ichihara Rakuten Securities, Inc. | 611 | $66,313.7 | $62,716.09 | -$3,597.61 | -5.43% |
Joshua Stipcich Tidemark, LLC | 1,026 | $94,041.57 | $105,318.9 | $11,277.33 | 11.99% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 4,084 | $403,699.11 | $392,839.96 | -$10,859.15 | -2.69% |
Jaran Day OPINICUS CAPITAL, INC. | 5,342 | $486,686.6 | $547,555 | $60,868.4 | 12.51% |