| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PETER KRUSSEL Southland Equity Partners LLC | 7,699 | $218,122.45 | $248,677.7 | $30,555.25 | 14.01% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 121,944 | $3.48M | $3.94M | $458,027.82 | 13.16% |
Taylor Wagner Valued Wealth Advisors LLC | 187 | $6,185.31 | $6,040.1 | -$145.21 | -2.35% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 68,137 | $1.55M | $2.2M | $655,783.19 | 42.44% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 20,982 | $378,548.89 | $677,718.6 | $299,169.71 | 79.03% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 86,547 | $1.88M | $2.8M | $914,053.11 | 48.58% |
Michel Del Buono a16z Perennial Management, L.P. | 7,243 | $242,858 | $233,948.9 | -$8,909.1 | -3.67% |
Julie Beswick Advantage Trust Co | 500 | $8,820 | $16,150 | $7,330 | 83.11% |
Curtis Burkholder Bare Financial Services, Inc | 89 | $2,672.35 | $2,874.7 | $202.35 | 7.57% |
Thomas Hood Alternative Investment Advisors, LLC. | 81,246 | $2.72M | $2.62M | -$99,977.2 | -3.67% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,110 | $28,132.01 | $35,853 | $7,720.99 | 27.45% |
Joshua Stipcich Tidemark, LLC | 812 | $17,810.15 | $26,227.6 | $8,417.45 | 47.26% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 31,903 | $584,284.15 | $1.03M | $446,182.75 | 76.36% |
Rob Dainard Hara Capital LLC | 6,279 | $112,095.28 | $202,811.7 | $90,716.42 | 80.93% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 18 | $509.6 | $581.4 | $71.8 | 14.09% |
Dustin Schick Evergreen Private Wealth LLC | 68,126 | $1.21M | $2.2M | $994,357.95 | 82.44% |
Christy Clarin Portfolio Design Labs, LLC | 6,478 | $217,208 | $209,239.4 | -$7,968.6 | -3.67% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 25,659 | $683,626.82 | $828,785.7 | $145,158.88 | 21.23% |
Craig Silberg EVERPAR ADVISORS LLC | 8,507 | $238,423.18 | $274,776.1 | $36,352.92 | 15.25% |
Matthew Stead Sachetta, LLC | 587 | $16,196.54 | $18,960.1 | $2,763.56 | 17.06% |