| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kaitlyn Barnes Financial Architects, LLC | 32,090 | $3.34M | $3.39M | $47,813.7 | 1.43% |
Michel Del Buono a16z Perennial Management, L.P. | 69,075 | $7.56M | $7.27M | -$284,243.38 | -3.76% |
Curtis Burkholder Bare Financial Services, Inc | 140 | $14,774.43 | $14,740.6 | -$33.83 | -0.23% |
Keisuke Ichihara Rakuten Securities, Inc. | 21 | $2,266.57 | $2,216.76 | -$49.81 | -2.2% |
Joshua Stipcich Tidemark, LLC | 1,127 | $121,152.27 | $118,650.56 | -$2,501.71 | -2.06% |
Andrea Butler Sequent Planning LLC | 34,829 | $3.79M | $3.67M | -$116,208.86 | -3.07% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 239 | $26,268 | $25,163.11 | -$1,104.89 | -4.21% |
Christy Clarin Portfolio Design Labs, LLC | 173,273 | $18.96M | $18.28M | -$678,364.41 | -3.58% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,468 | $272,389.85 | $258,695.76 | -$13,694.09 | -5.03% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,694 | $383,523.23 | $389,846.29 | $6,323.06 | 1.65% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 3,509 | $383,990 | $369,988.96 | -$14,001.04 | -3.65% |
Chris Chatto Encompass More Asset Management | 1,974 | $205,375 | $208,335.96 | $2,960.96 | 1.44% |
David McNeely Darden Wealth Group Inc | 14,188 | $1.53M | $1.5M | -$27,856.51 | -1.83% |
| MB Matthieu Balmer Climber Capital SA | 24,167 | $2.65M | $2.55M | -$109,457.26 | -4.12% |
Christopher Griffith Stablepoint Partners, LLC | 88,501 | $9.6M | $9.33M | -$269,807.66 | -2.81% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 2,112 | $226,699.51 | $222,435.84 | -$4,263.67 | -1.88% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 2,853 | $309,016.03 | $300,392.37 | -$8,623.66 | -2.79% |
Angela Mari Abich Financial Wealth Management LLC | 3,496 | $388,127.98 | $368,670.68 | -$19,457.3 | -5.01% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 494 | $53,100.04 | $52,013.26 | -$1,086.78 | -2.05% |
| FTM F. Thomas Mosley Mosley Wealth Management | 56,169 | $6.15M | $5.93M | -$223,815.02 | -3.64% |