| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Schiff TRITONPOINT WEALTH, LLC | 10,014 | $5.31M | $4.09M | -$1.22M | -23.03% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 518 | $140,165.62 | $211,571.92 | $71,406.3 | 50.94% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 3,711 | $1.7M | $1.52M | -$186,560.76 | -10.96% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,110 | $1.11M | $861,808.4 | -$246,632.23 | -22.25% |
| MG Melissa Glennie Capital Management Associates, Inc | 6,487 | $2.05M | $2.65M | $602,459.87 | 29.43% |
Anthony Blagrove Traveka Wealth, LLC | 880 | $433,709.61 | $359,497.6 | -$74,212.01 | -17.11% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 748 | $379,689.97 | $305,572.96 | -$74,117.01 | -19.52% |
Michel Del Buono a16z Perennial Management, L.P. | 1,879 | $648,819 | $767,609.08 | $118,790.08 | 18.31% |
Kent Keister Bear Mountain Capital, Inc. | 1 | $345.3 | $408.52 | $63.22 | 18.31% |
Curtis Burkholder Bare Financial Services, Inc | 24 | $7,461.97 | $9,802.56 | $2,340.59 | 31.37% |
Kevin Stillman Evernest Financial Advisors, LLC | 2,208 | $1.14M | $902,012.16 | -$241,697.12 | -21.13% |
Keisuke Ichihara Rakuten Securities, Inc. | 33,626 | $9.82M | $13.74M | $3.92M | 39.94% |
Joshua Stipcich Tidemark, LLC | 272 | $113,897.39 | $111,117.44 | -$2,779.95 | -2.44% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,060 | $1.06M | $841,386.4 | -$217,472.89 | -20.54% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 1,294 | $664,229.65 | $528,624.88 | -$135,604.77 | -20.42% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 911 | $515,849.3 | $372,088.84 | -$143,760.46 | -27.87% |
Rob Dainard Hara Capital LLC | 374 | $218,243.46 | $152,756.56 | -$65,486.9 | -30.01% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 129 | $38,511.09 | $52,688.76 | $14,177.67 | 36.81% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 3,093 | $1.55M | $1.26M | -$289,952.24 | -18.66% |
Christy Clarin Portfolio Design Labs, LLC | 7,037 | $2.92M | $2.87M | -$49,581.65 | -1.7% |