| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 438 | $100,870 | $115,925.46 | $15,055.46 | 14.93% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1,013 | $233,552 | $268,110.71 | $34,558.71 | 14.8% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,115 | $426,301.99 | $559,650.15 | $133,348.16 | 31.28% |
Taylor Wagner Valued Wealth Advisors LLC | 21 | $1,136.52 | $5,558.07 | $4,421.55 | 389.04% |
Darin Sadow Freestone Grove Partners LP | 186,279 | $35.96M | $49.3M | $13.34M | 37.1% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,132 | $210,865.77 | $299,606.44 | $88,740.67 | 42.08% |
Michel Del Buono a16z Perennial Management, L.P. | 1,321 | $259,220.24 | $349,629.07 | $90,408.83 | 34.88% |
Curtis Burkholder Bare Financial Services, Inc | 53 | $9,873.84 | $14,027.51 | $4,153.67 | 42.07% |
Keisuke Ichihara Rakuten Securities, Inc. | 209 | $41,012.1 | $55,316.03 | $14,303.93 | 34.88% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 38 | $8,757 | $10,057.46 | $1,300.46 | 14.85% |
Christy Clarin Portfolio Design Labs, LLC | 5,858 | $1.15M | $1.55M | $399,714.35 | 34.74% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 12,071 | $1.21M | $3.19M | $1.98M | 163.48% |
Craig Silberg EVERPAR ADVISORS LLC | 1,591 | $304,716.9 | $421,089.97 | $116,373.07 | 38.19% |
Matthew Stead Sachetta, LLC | 85 | $13,728.5 | $22,491.85 | $8,763.35 | 63.83% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 933 | $215,002 | $246,937.11 | $31,935.11 | 14.85% |
Neil Greenspan Fielder Capital Group LLC | 2,117 | $221,715.89 | $560,306.39 | $338,590.5 | 152.71% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 48 | $3,285 | $12,701.28 | $9,416.28 | 286.64% |
Sharon Allen Sterling Wealth Management, Inc. | 1,118 | $208,093 | $295,901.06 | $87,808.06 | 42.2% |
Michael Herman Apollon Financial, LLC | 2,409 | $555,178 | $637,590.03 | $82,412.03 | 14.84% |
Margaret Nickens Elm3 Financial Group, LLC | 7,668 | $886,333.32 | $2.03M | $1.14M | 128.98% |