| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PETER KRUSSEL Southland Equity Partners LLC | 3,374 | $246,912.15 | $456,670.9 | $209,758.75 | 84.95% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 32,855 | $2.7M | $4.48M | $1.78M | 66.03% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 13,695 | $1.67M | $1.84M | $174,874.7 | 10.49% |
Taylor Wagner Valued Wealth Advisors LLC | 668 | $63,091.19 | $89,805.92 | $26,714.73 | 42.34% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,397 | $223,612.89 | $322,252.68 | $98,639.79 | 44.11% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,188 | $246,180.64 | $294,154.72 | $47,974.08 | 19.49% |
Anthony Blagrove Traveka Wealth, LLC | 1,640 | $228,512 | $220,481.6 | -$8,030.4 | -3.51% |
Michel Del Buono a16z Perennial Management, L.P. | 3,640 | $404,345.24 | $489,361.6 | $85,016.36 | 21.03% |
Julie Beswick Advantage Trust Co | 38 | $4,213.06 | $5,102.64 | $889.58 | 21.11% |
Wayne Atkins VCI Wealth Management LLC | 15,683 | $2.19M | $2.11M | -$77,317.48 | -3.54% |
Kent Keister Bear Mountain Capital, Inc. | 2 | $222 | $268.88 | $46.88 | 21.12% |
Curtis Burkholder Bare Financial Services, Inc | 120 | $13,956.56 | $16,152 | $2,195.44 | 15.73% |
Keisuke Ichihara Rakuten Securities, Inc. | 37 | $4,541.41 | $4,980.2 | $438.79 | 9.66% |
Joshua Stipcich Tidemark, LLC | 3,023 | $296,043.62 | $406,895.83 | $110,852.21 | 37.44% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 4,918 | $549,874.89 | $661,962.85 | $112,087.96 | 20.38% |
Rob Dainard Hara Capital LLC | 2,940 | $238,169.25 | $395,724.03 | $157,554.78 | 66.15% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 55 | $7,021.5 | $7,403 | $381.5 | 5.43% |
Christy Clarin Portfolio Design Labs, LLC | 9,837 | $1.09M | $1.32M | $229,419.8 | 20.96% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 20,414 | $2.2M | $2.76M | $556,002.55 | 25.22% |
Craig Silberg EVERPAR ADVISORS LLC | 4,488 | $522,265.51 | $604,084.84 | $81,819.33 | 15.67% |