| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 43 | $13,601.35 | $15,748.32 | $2,146.97 | 15.78% |
Amir Har-El Savvy Advisors, Inc. | 3,356 | $850,074.12 | $1.23M | $379,027.29 | 44.59% |
United Advisor Group LLC United Advisor Group, LLC | 624 | $204,092 | $228,533.75 | $24,441.75 | 11.98% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,998 | $473,532.47 | $731,747.5 | $258,215.03 | 54.53% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 471 | $106,215.21 | $172,499.04 | $66,283.83 | 62.41% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 306 | $99,940 | $112,069.44 | $12,129.44 | 12.14% |
PETER KRUSSEL Southland Equity Partners LLC | 676 | $209,808.04 | $247,578.23 | $37,770.19 | 18% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 7,846 | $1.81M | $2.87M | $1.07M | 59.04% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,478 | $1.25M | $1.64M | $394,180.6 | 31.64% |
Taylor Wagner Valued Wealth Advisors LLC | 15 | $4,157.45 | $5,493.6 | $1,336.15 | 32.14% |
Darin Sadow Freestone Grove Partners LP | 94,278 | $30.84M | $34.53M | $3.69M | 11.98% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 10,233 | $2.51M | $3.75M | $1.24M | 49.59% |
Michel Del Buono a16z Perennial Management, L.P. | 1,951 | $509,214.28 | $714,534.22 | $205,319.94 | 40.32% |
Wayne Atkins VCI Wealth Management LLC | 8,773 | $2.72M | $3.21M | $491,288.34 | 18.05% |
Curtis Burkholder Bare Financial Services, Inc | 42 | $11,686.22 | $15,382.08 | $3,695.86 | 31.63% |
Kevin Stillman Evernest Financial Advisors, LLC | 4,299 | $737,851.72 | $1.57M | $836,614 | 113.39% |
Keisuke Ichihara Rakuten Securities, Inc. | 5 | $1,394.7 | $1,831.2 | $436.5 | 31.3% |
Joshua Stipcich Tidemark, LLC | 81 | $18,469.53 | $29,665.44 | $11,195.91 | 60.62% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 3,286 | $741,213.9 | $1.2M | $462,250.71 | 62.36% |
Wynn Capital LLC Wynn Capital, LLC | 560 | $207,531 | $205,094.39 | -$2,436.61 | -1.17% |