| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,122 | $264,885.2 | $298,845 | $33,959.8 | 12.82% |
Brad Sayre Shared Vision Wealth Group LLC | 3,338 | $237,856 | $235,729.56 | -$2,126.44 | -0.89% |
Kate Ring Stash Investments, LLC | 23,150 | $1.65M | $1.63M | -$14,585 | -0.88% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 173,769 | $8.79M | $12.27M | $3.49M | 39.66% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 9,111 | $649,159 | $643,418.82 | -$5,740.18 | -0.88% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 11,325 | $725,706 | $799,771.5 | $74,065.5 | 10.21% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 574,081 | $32.37M | $40.54M | $8.17M | 25.24% |
Mark Fonville Fonville Wealth Management LLC | 216,924 | $10.96M | $15.32M | $4.36M | 39.74% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 20,594 | $1.05M | $1.45M | $402,661.96 | 38.29% |
| MG Melissa Glennie Capital Management Associates, Inc | 16,112 | $941,876.96 | $1.14M | $195,952.48 | 20.8% |
Anthony Blagrove Traveka Wealth, LLC | 21,303 | $1.33M | $1.5M | $173,619.29 | 13.05% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 4,708 | $335,445 | $332,478.96 | -$2,966.04 | -0.88% |
Michel Del Buono a16z Perennial Management, L.P. | 667,483 | $44.08M | $47.14M | $3.05M | 6.93% |
Julie Beswick Advantage Trust Co | 8,438 | $590,770 | $595,891.56 | $5,121.56 | 0.87% |
Cody Gehman Stonebridge Financial Group, LLC | 7,516 | $372,181.62 | $530,779.92 | $158,598.3 | 42.61% |
Wayne Atkins VCI Wealth Management LLC | 482,387 | $28.28M | $34.07M | $5.79M | 20.48% |
Kent Keister Bear Mountain Capital, Inc. | 420,237 | $20.2M | $29.68M | $9.48M | 46.94% |
Kevin Stillman Evernest Financial Advisors, LLC | 12,651 | $721,496.77 | $893,413.62 | $171,916.85 | 23.83% |
Keisuke Ichihara Rakuten Securities, Inc. | 363 | $24,304.11 | $26,607.9 | $2,303.79 | 9.48% |
Joshua Stipcich Tidemark, LLC | 2,496 | $162,676.45 | $181,958.4 | $19,281.95 | 11.85% |