| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 8,777 | $697,001.13 | $781,416.31 | $84,415.18 | 12.11% |
| MG Melissa Glennie Capital Management Associates, Inc | 3,294 | $248,694.08 | $293,264.82 | $44,570.74 | 17.92% |
Anthony Blagrove Traveka Wealth, LLC | 2,866 | $220,123.35 | $255,159.98 | $35,036.63 | 15.92% |
Michel Del Buono a16z Perennial Management, L.P. | 2,460 | $228,485 | $219,013.8 | -$9,471.2 | -4.15% |
Julie Beswick Advantage Trust Co | 501 | $30,978.32 | $44,488.8 | $13,510.48 | 43.61% |
Cody Gehman Stonebridge Financial Group, LLC | 72,986 | $5.27M | $6.5M | $1.23M | 23.28% |
Wayne Atkins VCI Wealth Management LLC | 17,907 | $1.39M | $1.59M | $207,637.23 | 14.97% |
Kent Keister Bear Mountain Capital, Inc. | 8 | $603.92 | $712.24 | $108.32 | 17.94% |
Curtis Burkholder Bare Financial Services, Inc | 174 | $13,220.92 | $15,478.17 | $2,257.25 | 17.07% |
Keisuke Ichihara Rakuten Securities, Inc. | 442 | $35,483.65 | $39,318.11 | $3,834.46 | 10.81% |
Joshua Stipcich Tidemark, LLC | 1,923 | $140,064.11 | $171,060.46 | $30,996.35 | 22.13% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 17,610 | $1.08M | $1.57M | $484,684.94 | 44.8% |
Jaran Day OPINICUS CAPITAL, INC. | 8,148 | $517,287.66 | $725,416.44 | $208,128.78 | 40.23% |
Luke Bunch OxenFree Capital LLC | 18,312 | $1.67M | $1.63M | -$40,487.48 | -2.42% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 11,211 | $715,629.76 | $997,274.5 | $281,644.74 | 39.36% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 888 | $79,850.02 | $78,992.04 | -$857.98 | -1.07% |
Dustin Schick Evergreen Private Wealth LLC | 1,991 | $135,253.98 | $177,109.4 | $41,855.42 | 30.95% |
Jeremy Edelstein BlackBarn Capital Partners LP | 335,000 | $24.08M | $29.83M | $5.74M | 23.84% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 5,912 | $385,851.35 | $525,901.96 | $140,050.61 | 36.3% |
RENEE BRUNNER Elite Life Management LLC | 3,311 | $266,473.29 | $294,530 | $28,056.71 | 10.53% |