| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 24,267 | $5.73M | $6.07M | $342,801.92 | 5.99% |
Robert Shea NEOS Investment Management LLC | 41,756 | $11.26M | $10.52M | -$742,512.27 | -6.59% |
James Rankin Modern Wealth Management, LLC | 1,458 | $334,888 | $365,535.18 | $30,647.18 | 9.15% |
David Vollmer PFS Partners, LLC | 4 | $1,239 | $1,007.48 | -$231.52 | -18.69% |
Amir Har-El Savvy Advisors, Inc. | 4,209 | $999,035.87 | $1.05M | $55,276.54 | 5.53% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,510 | $424,350.7 | $381,516.6 | -$42,834.1 | -10.09% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,820 | $459,133.82 | $457,165.8 | -$1,968.02 | -0.43% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 7,436 | $1.76M | $1.87M | $109,973.12 | 6.25% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 222 | $65,834.32 | $55,764.18 | -$10,070.14 | -15.3% |
Jeffrey McGrath Cetera Trust Company, N.A | 34 | $7,646 | $8,549.13 | $903.13 | 11.81% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 937 | $203,096.69 | $234,343.71 | $31,247.02 | 15.39% |
Taylor Wagner Valued Wealth Advisors LLC | 16 | $3,864.45 | $4,077.92 | $213.47 | 5.52% |
Darin Sadow Freestone Grove Partners LP | 150,548 | $32.94M | $37.78M | $4.84M | 14.7% |
Curtis Burkholder Bare Financial Services, Inc | 65 | $15,309.17 | $16,256.5 | $947.33 | 6.19% |
Keisuke Ichihara Rakuten Securities, Inc. | 20 | $6,194.88 | $5,097.4 | -$1,097.48 | -17.72% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,169 | $306,012.38 | $293,401.46 | -$12,610.92 | -4.12% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 5,536 | $1.24M | $1.38M | $139,798.68 | 11.23% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 43 | $11,694.5 | $10,780.96 | -$913.54 | -7.81% |
Christy Clarin Portfolio Design Labs, LLC | 5,940 | $1.61M | $1.5M | -$109,547.89 | -6.8% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,195 | $612,526.48 | $520,302.78 | -$92,223.7 | -15.06% |