| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 22 | $4,861.14 | $6,406.4 | $1,545.26 | 31.79% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,308 | $469,841.19 | $672,089.62 | $202,248.43 | 43.05% |
Brad Sayre Shared Vision Wealth Group LLC | 2,507 | $503,750.91 | $730,038.43 | $226,287.52 | 44.92% |
Mark Fonville Fonville Wealth Management LLC | 6,214 | $1.26M | $1.81M | $551,543.25 | 43.84% |
Andy Bloom MB Generational Wealth, LLC | 3,544 | $773,525.17 | $1.03M | $258,487.67 | 33.42% |
Michel Del Buono a16z Perennial Management, L.P. | 3,250 | $976,463 | $946,400.03 | -$30,062.97 | -3.08% |
Julie Beswick Advantage Trust Co | 194 | $38,937.65 | $56,492.8 | $17,555.15 | 45.09% |
Cody Gehman Stonebridge Financial Group, LLC | 1,658 | $398,938.5 | $482,809.62 | $83,871.12 | 21.02% |
Curtis Burkholder Bare Financial Services, Inc | 5,498 | $1.16M | $1.6M | $444,788.25 | 38.47% |
Kevin Stillman Evernest Financial Advisors, LLC | 6,915 | $1.5M | $2.07M | $571,242.39 | 38.04% |
Keisuke Ichihara Rakuten Securities, Inc. | 344 | $73,011.56 | $100,172.8 | $27,161.24 | 37.2% |
Joshua Stipcich Tidemark, LLC | 63 | $15,712 | $18,994.5 | $3,282.5 | 20.89% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 11,636 | $2.45M | $3.39M | $943,171.99 | 38.57% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 2,464 | $607,615 | $717,516.82 | $109,901.82 | 18.09% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 3,004 | $603,117.02 | $874,764.83 | $271,647.81 | 45.04% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 145 | $35,953 | $42,224 | $6,271 | 17.44% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 2,571 | $530,218 | $748,675.23 | $218,457.23 | 41.2% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,043 | $1.21M | $1.47M | $254,989.56 | 21.01% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 1,276 | $383,374 | $371,571.21 | -$11,802.79 | -3.08% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 863 | $209,067.8 | $260,194.5 | $51,126.7 | 24.45% |