| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Setu Mazumdar Physician Wealth Solutions Inc. | 3,030 | $204,488.64 | $213,827.1 | $9,338.46 | 4.57% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 45,550 | $4.91M | $3.31M | -$1.61M | -32.69% |
Taylor Wagner Valued Wealth Advisors LLC | 985 | $83,388.05 | $71,703.07 | -$11,684.98 | -14.01% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 31,002 | $2.34M | $2.26M | -$83,322.02 | -3.56% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 2,920 | $197,064.96 | $213,233 | $16,168.04 | 8.2% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 8,053 | $737,485.38 | $588,070.32 | -$149,415.06 | -20.26% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 13,464 | $745,876.84 | $950,154.48 | $204,277.64 | 27.39% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 3,210 | $375,693.58 | $226,529.7 | -$149,163.88 | -39.7% |
Mark Fonville Fonville Wealth Management LLC | 3,064 | $227,747.12 | $216,226.48 | -$11,520.64 | -5.06% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 10,494 | $564,805.55 | $740,561.58 | $175,756.03 | 31.12% |
Anthony Blagrove Traveka Wealth, LLC | 14,001 | $822,960.71 | $988,050.57 | $165,089.86 | 20.06% |
Michel Del Buono a16z Perennial Management, L.P. | 5,740 | $657,344.31 | $418,388.6 | -$238,955.71 | -36.35% |
Cody Gehman Stonebridge Financial Group, LLC | 6,404 | $575,122.6 | $451,930.28 | -$123,192.32 | -21.42% |
Wayne Atkins VCI Wealth Management LLC | 28,701 | $2.47M | $2.09M | -$383,642.81 | -15.51% |
Kent Keister Bear Mountain Capital, Inc. | 5,924 | $552,413 | $418,056.68 | -$134,356.32 | -24.32% |
Curtis Burkholder Bare Financial Services, Inc | 403 | $42,905.14 | $29,261.83 | -$13,643.31 | -31.8% |
Thomas Hood Alternative Investment Advisors, LLC. | 3,230 | $289,094.31 | $234,821 | -$54,273.31 | -18.77% |
Keisuke Ichihara Rakuten Securities, Inc. | 53,401 | $4.99M | $3.89M | -$1.1M | -22.13% |
Joshua Stipcich Tidemark, LLC | 3,179 | $172,161.71 | $230,636.45 | $58,474.74 | 33.97% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 37,039 | $1.93M | $2.61M | $684,512.68 | 35.48% |