| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KK Katelyn Kappius Traction Financial Partners, LLC | 84,138 | $4.33M | $5.87M | $1.54M | 35.61% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,122 | $264,885.2 | $288,890.37 | $24,005.17 | 9.06% |
Brad Sayre Shared Vision Wealth Group LLC | 3,338 | $237,856 | $234,093.94 | -$3,762.06 | -1.58% |
Kate Ring Stash Investments, LLC | 23,150 | $1.65M | $1.61M | -$34,725.5 | -2.11% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 172,954 | $8.75M | $12.15M | $3.4M | 38.91% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 9,111 | $649,159 | $639,045.54 | -$10,113.46 | -1.56% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 11,325 | $725,706 | $790,598.25 | $64,892.25 | 8.94% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 574,081 | $32.37M | $40.31M | $7.93M | 24.51% |
Mark Fonville Fonville Wealth Management LLC | 216,924 | $10.96M | $15.25M | $4.28M | 39.07% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 20,594 | $1.05M | $1.44M | $393,293.75 | 37.4% |
| MG Melissa Glennie Capital Management Associates, Inc | 16,112 | $941,876.96 | $1.13M | $189,749.36 | 20.15% |
Anthony Blagrove Traveka Wealth, LLC | 21,303 | $1.33M | $1.5M | $164,885.06 | 12.39% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 5,134 | $365,524.86 | $360,586.49 | -$4,938.37 | -1.35% |
Michel Del Buono a16z Perennial Management, L.P. | 667,483 | $44.08M | $46.58M | $2.49M | 5.66% |
Julie Beswick Advantage Trust Co | 8,438 | $590,770 | $592,474.17 | $1,704.17 | 0.29% |
Cody Gehman Stonebridge Financial Group, LLC | 8,633 | $451,055.69 | $604,266.83 | $153,211.14 | 33.97% |
Wayne Atkins VCI Wealth Management LLC | 482,387 | $28.28M | $33.83M | $5.55M | 19.64% |
Kent Keister Bear Mountain Capital, Inc. | 420,237 | $20.2M | $29.5M | $9.31M | 46.07% |
Kevin Stillman Evernest Financial Advisors, LLC | 12,651 | $721,496.77 | $888,353.22 | $166,856.45 | 23.13% |
Keisuke Ichihara Rakuten Securities, Inc. | 363 | $24,304.11 | $25,359.18 | $1,055.07 | 4.34% |