| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 2,272 | $401,816.76 | $534,715.2 | $132,898.44 | 33.07% |
Robert Shea NEOS Investment Management LLC | 23,734 | $3.73M | $5.53M | $1.8M | 48.12% |
James Rankin Modern Wealth Management, LLC | 1,625 | $235,857.22 | $386,603.75 | $150,746.53 | 63.91% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,702 | $244,952.03 | $396,276.66 | $151,324.63 | 61.78% |
Amir Har-El Savvy Advisors, Inc. | 3,996 | $560,092.99 | $945,968.28 | $385,875.29 | 68.89% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 18 | $3,889 | $4,265.28 | $376.28 | 9.68% |
William Ramsay Financial Symmetry Inc | 1,248 | $236,128 | $297,697.92 | $61,569.92 | 26.07% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,047 | $191,901.64 | $243,773.01 | $51,871.37 | 27.03% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 110 | $16,825.52 | $26,186.47 | $9,360.95 | 55.64% |
Jeffrey McGrath Cetera Trust Company, N.A | 75 | $19,408 | $17,462.25 | -$1,945.75 | -10.03% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 247 | $63,916.19 | $57,509.01 | -$6,407.18 | -10.02% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,439 | $255,989.57 | $338,668.66 | $82,679.09 | 32.3% |
Darin Sadow Freestone Grove Partners LP | 83,853 | $18.12M | $19.97M | $1.85M | 10.21% |
Curtis Burkholder Bare Financial Services, Inc | 22 | $3,677.03 | $5,177.7 | $1,500.67 | 40.81% |
Keisuke Ichihara Rakuten Securities, Inc. | 15 | $2,052.59 | $3,585.07 | $1,532.48 | 74.66% |
Joshua Stipcich Tidemark, LLC | 593 | $114,936.33 | $141,732.93 | $26,796.6 | 23.31% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,125 | $363,191.43 | $494,763.75 | $131,572.32 | 36.23% |
Matthew Stead Sachetta, LLC | 97 | $17,680.69 | $23,065.63 | $5,384.94 | 30.46% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 5 | $983.8 | $1,176.75 | $192.95 | 19.61% |
Kelly Richert Clayton Financial Group LLC | 87 | $19,652 | $19,997.03 | $345.03 | 1.76% |