| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Schiff TRITONPOINT WEALTH, LLC | 15,491 | $844,567.42 | $1.11M | $266,292.19 | 31.53% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 3,210 | $375,693.58 | $230,189.1 | -$145,504.48 | -38.73% |
Mark Fonville Fonville Wealth Management LLC | 3,064 | $227,747.12 | $219,719.44 | -$8,027.68 | -3.52% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 11,198 | $599,081.9 | $803,008.58 | $203,926.68 | 34.04% |
Anthony Blagrove Traveka Wealth, LLC | 14,001 | $822,960.71 | $1M | $181,051 | 22% |
Michel Del Buono a16z Perennial Management, L.P. | 5,740 | $657,344.31 | $411,615.4 | -$245,728.91 | -37.38% |
Cody Gehman Stonebridge Financial Group, LLC | 6,764 | $607,210.12 | $485,046.44 | -$122,163.68 | -20.12% |
Wayne Atkins VCI Wealth Management LLC | 28,701 | $2.47M | $2.11M | -$362,404.07 | -14.65% |
Kent Keister Bear Mountain Capital, Inc. | 5,924 | $552,413 | $424,810.04 | -$127,602.96 | -23.1% |
Curtis Burkholder Bare Financial Services, Inc | 403 | $42,905.14 | $28,899.13 | -$14,006.01 | -32.64% |
Thomas Hood Alternative Investment Advisors, LLC. | 3,083 | $278,598.51 | $221,081.93 | -$57,516.58 | -20.64% |
Keisuke Ichihara Rakuten Securities, Inc. | 44,654 | $4.37M | $3.2M | -$1.17M | -26.68% |
Joshua Stipcich Tidemark, LLC | 3,179 | $172,161.71 | $235,627.48 | $63,465.77 | 36.86% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 37,039 | $1.93M | $2.66M | $726,737.14 | 37.67% |
Andrea Butler Sequent Planning LLC | 12,770 | $1.2M | $915,736.7 | -$284,114.49 | -23.68% |
Jaran Day OPINICUS CAPITAL, INC. | 8,786 | $472,929.23 | $630,044.06 | $157,114.83 | 33.22% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 3,060 | $285,380.78 | $226,807.2 | -$58,573.58 | -20.52% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 703 | $64,912.32 | $50,412.13 | -$14,500.19 | -22.34% |
Dustin Schick Evergreen Private Wealth LLC | 72,244 | $3.62M | $5.18M | $1.57M | 43.28% |
Christy Clarin Portfolio Design Labs, LLC | 55,271 | $4.62M | $3.96M | -$658,085.68 | -14.24% |