| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 10,927 | $412,925.06 | $513,459.73 | $100,534.67 | 24.35% |
Taylor Wagner Valued Wealth Advisors LLC | 109 | $5,231.49 | $5,121.91 | -$109.58 | -2.09% |
Steven JE Manders BKM Wealth Management, LLC | 10,615 | $424,752.11 | $498,798.85 | $74,046.74 | 17.43% |
Darin Sadow Freestone Grove Partners LP | 289,026 | $9.93M | $13.58M | $3.65M | 36.72% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 12,605 | $608,557.26 | $592,308.95 | -$16,248.31 | -2.67% |
Michel Del Buono a16z Perennial Management, L.P. | 4,478 | $230,124 | $210,421.22 | -$19,702.78 | -8.56% |
Wayne Atkins VCI Wealth Management LLC | 19,833 | $1.02M | $931,952.67 | -$87,265.33 | -8.56% |
Kent Keister Bear Mountain Capital, Inc. | 14 | $469 | $657.86 | $188.86 | 40.27% |
Curtis Burkholder Bare Financial Services, Inc | 67 | $2,583.53 | $3,148.33 | $564.8 | 21.86% |
Keisuke Ichihara Rakuten Securities, Inc. | 197 | $9,474.54 | $9,257.03 | -$217.51 | -2.3% |
Sam Tedawes Quantessence Capital LLC | 7,184 | $369,186 | $337,576.16 | -$31,609.84 | -8.56% |
Joshua Stipcich Tidemark, LLC | 9 | $463 | $422.91 | -$40.09 | -8.66% |
Rob Dainard Hara Capital LLC | 64,159 | $2.47M | $3.01M | $545,955.28 | 22.11% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 69 | $2,648.13 | $3,242.31 | $594.18 | 22.44% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 34,855 | $1.52M | $1.64M | $121,535.44 | 8.02% |
Craig Silberg EVERPAR ADVISORS LLC | 7,434 | $264,016.27 | $349,323.66 | $85,307.39 | 32.31% |
Riley English ENGLISH CAPITAL MANAGEMENT LLC | 111,606 | $5.23M | $5.24M | $15,622.85 | 0.3% |
Matthew Stead Sachetta, LLC | 332 | $15,159.93 | $15,600.68 | $440.75 | 2.91% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 682 | $35,048 | $32,047.18 | -$3,000.82 | -8.56% |
Neil Greenspan Fielder Capital Group LLC | 11,312 | $570,566 | $531,550.88 | -$39,015.12 | -6.84% |