| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 6,011 | $328,586.61 | $466,513.71 | $137,927.1 | 41.98% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 52,128 | $3.64M | $4.05M | $409,726.08 | 11.27% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 67,867 | $3.89M | $5.27M | $1.38M | 35.55% |
Taylor Wagner Valued Wealth Advisors LLC | 108 | $8,366.27 | $8,381.88 | $15.61 | 0.19% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 24,349 | $1.35M | $1.89M | $539,016.07 | 39.91% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 68,675 | $3.53M | $5.33M | $1.8M | 50.78% |
Mark Heider Peirce Capital Management, LLC | 12,530 | $633,772.64 | $972,453.3 | $338,680.66 | 53.44% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,082 | $217,872.26 | $316,804.02 | $98,931.76 | 45.41% |
Brad Sayre Shared Vision Wealth Group LLC | 56,564 | $3.57M | $4.39M | $822,317.05 | 23.05% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 70,163 | $4.6M | $5.45M | $847,093.46 | 18.42% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 3,286 | $176,810.03 | $255,026.46 | $78,216.43 | 44.24% |
Anthony Blagrove Traveka Wealth, LLC | 45,307 | $2.48M | $3.52M | $1.04M | 41.92% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 52,943 | $2.89M | $4.11M | $1.22M | 42.13% |
Michel Del Buono a16z Perennial Management, L.P. | 118,984 | $9.86M | $9.23M | -$622,286.76 | -6.31% |
Julie Beswick Advantage Trust Co | 400 | $33,136 | $31,044 | -$2,092 | -6.31% |
Cody Gehman Stonebridge Financial Group, LLC | 362,314 | $29.64M | $28.12M | -$1.52M | -5.12% |
Joshua Stipcich Tidemark, LLC | 4,978 | $334,917.93 | $398,289.79 | $63,371.86 | 18.92% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,635 | $218,284 | $204,502.35 | -$13,781.65 | -6.31% |
Andrea Butler Sequent Planning LLC | 88,552 | $5.9M | $6.87M | $972,921.49 | 16.49% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,090 | $133,271.04 | $162,204.9 | $28,933.86 | 21.71% |