| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
United Advisor Group LLC United Advisor Group, LLC | 5,464 | $779,232.51 | $541,700.96 | -$237,531.55 | -30.48% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,005 | $386,705.88 | $400,700.25 | $13,994.37 | 3.62% |
CARL LYMANGOOD Petros Family Wealth, LLC | 4,759 | $436,100.68 | $493,793.84 | $57,693.16 | 13.23% |
Timothy Bolger Arrow Capital Pty Ltd | 30,000 | $2.08M | $2.94M | $861,450 | 41.44% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 17 | $342.18 | $1,734.51 | $1,392.33 | 406.9% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,532 | $499,210.21 | $461,085.68 | -$38,124.53 | -7.64% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 7,626 | $862,500.51 | $784,029.06 | -$78,471.45 | -9.1% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,357 | $450,402.09 | $557,074.43 | $106,672.34 | 23.68% |
Taylor Wagner Valued Wealth Advisors LLC | 53 | $4,456.01 | $5,240.11 | $784.1 | 17.6% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 26,028 | $2.29M | $2.67M | $371,815.04 | 16.21% |
Darin Sadow Freestone Grove Partners LP | 205,779 | $16.96M | $21.04M | $4.09M | 24.09% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 8,812 | $984,855 | $898,030.92 | -$86,824.08 | -8.82% |
Michel Del Buono a16z Perennial Management, L.P. | 469,215 | $67.18M | $47.63M | -$19.55M | -29.1% |
Cody Gehman Stonebridge Financial Group, LLC | 5,404 | $611,143.43 | $544,453 | -$66,690.43 | -10.91% |
Curtis Burkholder Bare Financial Services, Inc | 43 | $4,812.07 | $4,471.57 | -$340.5 | -7.08% |
Keisuke Ichihara Rakuten Securities, Inc. | 8,061 | $832,472.24 | $796,991.07 | -$35,481.17 | -4.26% |
Joshua Stipcich Tidemark, LLC | 106 | $7,346 | $10,737.8 | $3,391.8 | 46.17% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,073 | $308,158 | $307,453.65 | -$704.35 | -0.23% |
Jaran Day OPINICUS CAPITAL, INC. | 2,953 | $317,353.56 | $305,281.14 | -$12,072.42 | -3.8% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 231 | $33,074.49 | $23,410.69 | -$9,663.8 | -29.22% |