| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brad Sayre Shared Vision Wealth Group LLC | 71,299 | $6.69M | $6.46M | -$233,828.45 | -3.5% |
Kate Ring Stash Investments, LLC | 5,671 | $536,023 | $513,083.72 | -$22,939.28 | -4.28% |
Anthony Blagrove Traveka Wealth, LLC | 57,586 | $5.47M | $5.23M | -$242,945.38 | -4.44% |
Michel Del Buono a16z Perennial Management, L.P. | 69,775 | $6.6M | $6.32M | -$273,169.13 | -4.14% |
Thomas Hood Alternative Investment Advisors, LLC. | 64,070 | $6.01M | $5.81M | -$201,988.04 | -3.36% |
Joshua Stipcich Tidemark, LLC | 3,026 | $286,451.31 | $274,064.82 | -$12,386.49 | -4.32% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 4,493 | $426,785.01 | $407,739.75 | -$19,045.26 | -4.46% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,672 | $253,847.04 | $242,029.76 | -$11,817.28 | -4.66% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 97,805 | $9.18M | $8.8M | -$381,622.81 | -4.16% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 6,059 | $568,879.2 | $549,490.71 | -$19,388.49 | -3.41% |
Matthew Stead Sachetta, LLC | 40,261 | $3.78M | $3.65M | -$137,103.71 | -3.62% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 10,870 | $1.03M | $984,713.3 | -$47,438.57 | -4.6% |
Chandler te Velde Maia Wealth LLC | 14,500 | $1.36M | $1.31M | -$49,444.76 | -3.64% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 53,346 | $5.01M | $4.83M | -$180,795.93 | -3.61% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 6,789 | $642,258.05 | $614,438.44 | -$27,819.61 | -4.33% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 6,378 | $607,315.04 | $577,432.23 | -$29,882.81 | -4.92% |
Christopher Griffith Stablepoint Partners, LLC | 2,840 | $269,684.84 | $256,949 | -$12,735.84 | -4.72% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 55,543 | $5.2M | $5.02M | -$182,853.31 | -3.52% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 3,560 | $338,881.87 | $321,699.4 | -$17,182.47 | -5.07% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 812,942 | $76.83M | $73.64M | -$3.19M | -4.15% |