| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 51,635 | $7.64M | $7.63M | -$11,208.82 | -0.15% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 100,406 | $16.04M | $15.04M | -$993,148.06 | -6.19% |
Taylor Wagner Valued Wealth Advisors LLC | 482 | $79,185.51 | $71,880.66 | -$7,304.85 | -9.22% |
Steven JE Manders BKM Wealth Management, LLC | 11,241 | $1.66M | $1.66M | -$699.84 | -0.04% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 5,719 | $931,556.69 | $843,867.04 | -$87,689.65 | -9.41% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 26,239 | $3.85M | $3.94M | $86,954.31 | 2.26% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 4,684 | $688,083.45 | $691,147.62 | $3,064.17 | 0.45% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,581 | $261,684.15 | $235,774.53 | -$25,909.62 | -9.9% |
Mark Fonville Fonville Wealth Management LLC | 1,709 | $278,656.33 | $252,145.86 | -$26,510.47 | -9.51% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,843 | $575,975.65 | $567,053.86 | -$8,921.79 | -1.55% |
| MG Melissa Glennie Capital Management Associates, Inc | 3,478 | $542,684.55 | $513,196.29 | -$29,488.26 | -5.43% |
Anthony Blagrove Traveka Wealth, LLC | 5,071 | $844,235.43 | $756,238.23 | -$87,997.2 | -10.42% |
Michel Del Buono a16z Perennial Management, L.P. | 3,327 | $510,345.41 | $492,063.3 | -$18,282.11 | -3.58% |
Julie Beswick Advantage Trust Co | 749 | $110,783.97 | $110,518.69 | -$265.28 | -0.24% |
Cody Gehman Stonebridge Financial Group, LLC | 13,979 | $2.31M | $2.09M | -$213,269.7 | -9.25% |
Kent Keister Bear Mountain Capital, Inc. | 15 | $2,167 | $2,237.1 | $70.1 | 3.23% |
Curtis Burkholder Bare Financial Services, Inc | 167 | $25,098.71 | $24,904.71 | -$194 | -0.77% |
Kevin Stillman Evernest Financial Advisors, LLC | 4,297 | $650,992.67 | $634,043.83 | -$16,948.84 | -2.6% |
Keisuke Ichihara Rakuten Securities, Inc. | 682 | $105,489.24 | $101,706.66 | -$3,782.58 | -3.59% |
Joshua Stipcich Tidemark, LLC | 209 | $30,511.8 | $31,168.17 | $656.37 | 2.15% |