| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Neal D. Carlson Forthright Family Wealth Advisory LLC | 707 | $249,804 | $252,151.54 | $2,347.54 | 0.94% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 4,861 | $1.08M | $1.73M | $654,483.28 | 60.65% |
Mark Fonville Fonville Wealth Management LLC | 6,684 | $1.27M | $2.38M | $1.11M | 87.83% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 11,837 | $1.9M | $4.07M | $2.17M | 114.31% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 1,084 | $201,036.23 | $386,608.59 | $185,572.36 | 92.31% |
| MG Melissa Glennie Capital Management Associates, Inc | 4,037 | $697,222.82 | $1.44M | $742,573.19 | 106.5% |
Joel Arber L1 Capital International Pty Ltd | 123,601 | $35.42M | $42.32M | $6.89M | 19.46% |
Anthony Blagrove Traveka Wealth, LLC | 10,286 | $2.28M | $3.67M | $1.39M | 60.7% |
Michel Del Buono a16z Perennial Management, L.P. | 2,436 | $592,671.68 | $868,799.38 | $276,127.7 | 46.59% |
Julie Beswick Advantage Trust Co | 1,640 | $484,453.54 | $584,905.98 | $100,452.44 | 20.74% |
Cody Gehman Stonebridge Financial Group, LLC | 10,129 | $1.94M | $3.61M | $1.67M | 86.26% |
Wayne Atkins VCI Wealth Management LLC | 40,272 | $6.86M | $15.12M | $8.26M | 120.34% |
Kent Keister Bear Mountain Capital, Inc. | 1,140 | $271,313.51 | $406,580.99 | $135,267.48 | 49.86% |
Curtis Burkholder Bare Financial Services, Inc | 363 | $72,096.17 | $129,463.95 | $57,367.78 | 79.57% |
Thomas Hood Alternative Investment Advisors, LLC. | 1,562 | $305,485.64 | $535,578.56 | $230,092.92 | 75.32% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 3,261 | $628,491.67 | $1.16M | $534,543.95 | 85.05% |
Kevin Stillman Evernest Financial Advisors, LLC | 9,359 | $1.39M | $3.38M | $2M | 144.33% |
Keisuke Ichihara Rakuten Securities, Inc. | 16,926 | $5.4M | $5.79M | $390,364.1 | 7.22% |
Joshua Stipcich Tidemark, LLC | 2,829 | $509,755.6 | $999,740.34 | $489,984.74 | 96.12% |
Emily Priebe Priebe Wealth Holdings LLC | 3,648 | $514,962.36 | $1.3M | $786,096.8 | 152.65% |