| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 53,067 | $5M | $4.36M | -$644,764.24 | -12.88% |
Joseph C. Gissy Tactive Advisors, LLC | 7,570 | $518,632.37 | $623,919.4 | $105,287.03 | 20.3% |
Derek Ripp Austin Wealth Management, LLC | 218,666 | $10.68M | $18.06M | $7.38M | 69.05% |
Amir Har-El Savvy Advisors, Inc. | 23,046 | $1.86M | $1.89M | $29,935.06 | 1.61% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 300 | $23,826.11 | $24,682.5 | $856.39 | 3.59% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 30,613 | $1.89M | $2.52M | $632,384.07 | 33.46% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 87,645 | $3.68M | $7.24M | $3.56M | 96.73% |
Taylor Wagner Valued Wealth Advisors LLC | 61 | $2,688 | $5,029.45 | $2,341.45 | 87.11% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,694 | $186,941.3 | $221,972.13 | $35,030.83 | 18.74% |
| MG Melissa Glennie Capital Management Associates, Inc | 13,877 | $872,747.45 | $1.15M | $279,598.63 | 32.04% |
Michel Del Buono a16z Perennial Management, L.P. | 198,110 | $15.73M | $16.25M | $512,114.55 | 3.25% |
Cody Gehman Stonebridge Financial Group, LLC | 50,206 | $4.55M | $4.13M | -$416,356.27 | -9.15% |
Kevin Stillman Evernest Financial Advisors, LLC | 274,270 | $13.17M | $22.7M | $9.53M | 72.37% |
Keisuke Ichihara Rakuten Securities, Inc. | 33,090 | $2.56M | $2.73M | $169,923.16 | 6.64% |
Joshua Stipcich Tidemark, LLC | 104,713 | $7.12M | $8.58M | $1.46M | 20.56% |
Luke Bunch OxenFree Capital LLC | 3,278 | $278,176.12 | $268,861.56 | -$9,314.56 | -3.35% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 256,791 | $10.68M | $21.09M | $10.41M | 97.48% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 827 | $62,835.68 | $67,789.11 | $4,953.43 | 7.88% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 7,523 | $600,512.67 | $610,340.99 | $9,828.32 | 1.64% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 7,518 | $548,867.91 | $622,264.86 | $73,396.95 | 13.37% |