| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 26,373 | $5.45M | $6.55M | $1.1M | 20.23% |
Robert Shea NEOS Investment Management LLC | 37,017 | $7.05M | $9.14M | $2.09M | 29.61% |
Benj Foor Frazier Financial Advisors, LLC | 103 | $17,450.14 | $25,423.49 | $7,973.35 | 45.69% |
Amir Har-El Savvy Advisors, Inc. | 2,027 | $403,242.57 | $498,925.78 | $95,683.21 | 23.73% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 11 | $2,661 | $2,700.72 | $39.72 | 1.49% |
Owen McCabe Tyche Wealth Partners LLC | 10,047 | $1.66M | $2.48M | $822,240.94 | 49.6% |
Jeff Ramsey Quotient Wealth Partners, LLC | 995 | $178,554.03 | $245,595.85 | $67,041.82 | 37.55% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 132 | $21,765.33 | $32,444.94 | $10,679.61 | 49.07% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,053 | $682,892.19 | $758,731.56 | $75,839.37 | 11.11% |
Taylor Wagner Valued Wealth Advisors LLC | 7 | $1,198.74 | $1,719.06 | $520.32 | 43.41% |
Darin Sadow Freestone Grove Partners LP | 337,021 | $68.18M | $82.77M | $14.59M | 21.39% |
Dane Grouell Turning Point Benefit Group, Inc. | 989 | $205,079.64 | $245,875.29 | $40,795.65 | 19.89% |
Wayne Atkins VCI Wealth Management LLC | 24,822 | $5.7M | $6.15M | $444,611.14 | 7.8% |
Curtis Burkholder Bare Financial Services, Inc | 31 | $6,340.12 | $7,704.12 | $1,364 | 21.51% |
Keisuke Ichihara Rakuten Securities, Inc. | 50 | $10,943.68 | $12,271.5 | $1,327.82 | 12.13% |
Joshua Stipcich Tidemark, LLC | 2 | $429 | $489.02 | $60.02 | 13.99% |
Christy Clarin Portfolio Design Labs, LLC | 10,915 | $1.95M | $2.73M | $780,845.28 | 39.98% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,295 | $1.11M | $1.55M | $446,427.66 | 40.31% |
Craig Silberg EVERPAR ADVISORS LLC | 1,336 | $227,916.3 | $329,764.88 | $101,848.58 | 44.69% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 58 | $12,461.95 | $14,414.16 | $1,952.21 | 15.67% |