| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 51 | $12,648 | $13,946.97 | $1,298.97 | 10.27% |
Jeffrey McGrath Cetera Trust Company, N.A | 735 | $153,331.28 | $199,475.32 | $46,144.04 | 30.09% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 695 | $136,841.89 | $188,921.85 | $52,079.96 | 38.06% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 974 | $210,268.06 | $265,824.08 | $55,556.02 | 26.42% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 929 | $185,331.28 | $256,153.17 | $70,821.89 | 38.21% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,668 | $664,574.85 | $733,913.41 | $69,338.56 | 10.43% |
Taylor Wagner Valued Wealth Advisors LLC | 22 | $4,861.14 | $5,949.9 | $1,088.76 | 22.4% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,308 | $469,841.19 | $627,429.8 | $157,588.61 | 33.54% |
Brad Sayre Shared Vision Wealth Group LLC | 2,507 | $503,750.91 | $689,450.07 | $185,699.16 | 36.86% |
Mark Fonville Fonville Wealth Management LLC | 6,214 | $1.26M | $1.71M | $448,577.21 | 35.66% |
Andy Bloom MB Generational Wealth, LLC | 3,544 | $773,525.17 | $968,610.64 | $195,085.47 | 25.22% |
Michel Del Buono a16z Perennial Management, L.P. | 3,250 | $976,463 | $888,241.25 | -$88,221.75 | -9.03% |
Julie Beswick Advantage Trust Co | 194 | $38,937.65 | $53,086.16 | $14,148.51 | 36.34% |
Cody Gehman Stonebridge Financial Group, LLC | 1,621 | $390,762.98 | $440,936.31 | $50,173.33 | 12.84% |
Curtis Burkholder Bare Financial Services, Inc | 5,498 | $1.16M | $1.51M | $355,995.5 | 30.79% |
Kevin Stillman Evernest Financial Advisors, LLC | 6,915 | $1.5M | $1.9M | $394,702.51 | 26.28% |
Keisuke Ichihara Rakuten Securities, Inc. | 85 | $20,923.65 | $22,988.25 | $2,064.6 | 9.87% |
Joshua Stipcich Tidemark, LLC | 63 | $15,712 | $17,220.73 | $1,508.73 | 9.6% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 11,636 | $2.45M | $3.15M | $708,241.03 | 28.96% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 2,464 | $607,615 | $677,723.2 | $70,108.2 | 11.54% |