| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Petersen Prosperitas Financial LLC | 44,006 | $4.06M | $4.81M | $749,567.5 | 18.46% |
Robert Shea NEOS Investment Management LLC | 45,142 | $4.45M | $4.83M | $376,843.64 | 8.46% |
James Rankin Modern Wealth Management, LLC | 7,402 | $598,442.93 | $812,295.48 | $213,852.55 | 35.73% |
Ann Keitner Quantum Portfolio Management LLC | 1,377 | $155,656 | $151,111.98 | -$4,544.02 | -2.92% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 17 | $1,922 | $1,863.37 | -$58.63 | -3.05% |
Owen McCabe Tyche Wealth Partners LLC | 3,875 | $400,672.38 | $419,546.25 | $18,873.87 | 4.71% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 119 | $8,706.23 | $13,043.59 | $4,337.36 | 49.82% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,871 | $636,189.69 | $643,520.31 | $7,330.62 | 1.15% |
Darin Sadow Freestone Grove Partners LP | 13,548 | $1.35M | $1.49M | $133,854.24 | 9.89% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 2,000 | $219,840 | $219,220 | -$620 | -0.28% |
Wayne Atkins VCI Wealth Management LLC | 20,511 | $2.12M | $2.23M | $113,298.7 | 5.34% |
Curtis Burkholder Bare Financial Services, Inc | 5 | $565 | $548.05 | -$16.95 | -3% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $100.41 | $108.82 | $8.41 | 8.38% |
Joshua Stipcich Tidemark, LLC | 4 | $440 | $435.4 | -$4.6 | -1.05% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,693 | $258,673.6 | $295,179.73 | $36,506.13 | 14.11% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,283 | $129,167.44 | $139,616.06 | $10,448.62 | 8.09% |
Craig Silberg EVERPAR ADVISORS LLC | 2,127 | $234,495.91 | $233,140.47 | -$1,355.44 | -0.58% |
Matthew Stead Sachetta, LLC | 24 | $2,579.95 | $2,630.64 | $50.69 | 1.96% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 141 | $15,512.2 | $15,473.34 | -$38.86 | -0.25% |
Alan Gilmore Private Wealth Management Group, LLC | 72 | $5,218.1 | $7,891.92 | $2,673.82 | 51.24% |