| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,394 | $543,628.94 | $460,677.4 | -$82,951.54 | -15.26% |
Taylor Wagner Valued Wealth Advisors LLC | 233 | $44,243.63 | $44,836.19 | $592.56 | 1.34% |
Darin Sadow Freestone Grove Partners LP | 2,050 | $488,433.01 | $394,481.48 | -$93,951.53 | -19.24% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,827 | $310,274.86 | $351,569.59 | $41,294.73 | 13.31% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,047 | $232,390.68 | $201,474.2 | -$30,916.48 | -13.3% |
Michel Del Buono a16z Perennial Management, L.P. | 1,054 | $251,034.39 | $202,821.21 | -$48,213.18 | -19.21% |
Curtis Burkholder Bare Financial Services, Inc | 55 | $11,780.16 | $10,583.65 | -$1,196.51 | -10.16% |
Keisuke Ichihara Rakuten Securities, Inc. | 28 | $6,180.34 | $5,388.04 | -$792.3 | -12.82% |
Joshua Stipcich Tidemark, LLC | 125 | $21,277.23 | $24,053.75 | $2,776.52 | 13.05% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 341 | $80,190.23 | $65,618.63 | -$14,571.6 | -18.17% |
Christy Clarin Portfolio Design Labs, LLC | 14,799 | $2.99M | $2.85M | -$138,854.53 | -4.65% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 1,000 | $206,360 | $192,429.99 | -$13,930.01 | -6.75% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10,291 | $2.12M | $1.98M | -$139,740.32 | -6.59% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 202 | $42,329 | $38,870.86 | -$3,458.14 | -8.17% |
Chandler te Velde Maia Wealth LLC | 4,611 | $1.04M | $887,294.68 | -$155,182.49 | -14.89% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,600 | $372,027.89 | $307,887.98 | -$64,139.91 | -17.24% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 18,153 | $3.18M | $3.49M | $315,575.87 | 9.93% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 26 | $6,935 | $5,003.18 | -$1,931.82 | -27.86% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 11,558 | $2.76M | $2.22M | -$532,071.36 | -19.3% |
Amy Taylor Pingora Partners LLC | 345 | $56,311.31 | $66,388.35 | $10,077.04 | 17.9% |