| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 8,240 | $375,903.17 | $481,298.4 | $105,395.23 | 28.04% |
| AK Alisha Kamadia United Community Bank | 150 | $6,649.64 | $8,676 | $2,026.36 | 30.47% |
Courtney Haddad Concurrent Investment Advisors, LLC | 54,465 | $2.48M | $3.19M | $709,134.88 | 28.59% |
Robert Shea NEOS Investment Management LLC | 667,892 | $30.39M | $38.8M | $8.41M | 27.66% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 8,734 | $299,281.8 | $510,152.94 | $210,871.14 | 70.46% |
Amir Har-El Savvy Advisors, Inc. | 9,874 | $525,905.92 | $568,939.88 | $43,033.96 | 8.18% |
Ann Keitner Quantum Portfolio Management LLC | 15,737 | $730,779.07 | $921,558.72 | $190,779.65 | 26.11% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,542 | $277,287 | $262,345.92 | -$14,941.08 | -5.39% |
Timothy Bolger Arrow Capital Pty Ltd | 90,000 | $5.46M | $5.26M | -$201,600 | -3.69% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 22,448 | $770,153.45 | $1.31M | $537,442.55 | 69.78% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 307 | $10,580.08 | $17,885.82 | $7,305.74 | 69.05% |
Jeffrey McGrath Cetera Trust Company, N.A | 24,091 | $934,644.24 | $1.41M | $472,511.07 | 50.56% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,020 | $62,271 | $59,731.2 | -$2,539.8 | -4.08% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,486 | $273,870 | $259,470.24 | -$14,399.76 | -5.26% |
Taylor Wagner Valued Wealth Advisors LLC | 222 | $8,906.3 | $12,895.98 | $3,989.68 | 44.8% |
Darin Sadow Freestone Grove Partners LP | 798,207 | $43.3M | $46.75M | $3.46M | 7.98% |
Curtis Burkholder Bare Financial Services, Inc | 68 | $2,809.22 | $3,958.96 | $1,149.74 | 40.93% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 190 | $9,201.37 | $11,059.9 | $1,858.53 | 20.2% |
Christy Clarin Portfolio Design Labs, LLC | 7,982 | $487,302 | $466,228.62 | -$21,073.38 | -4.32% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 21,860 | $867,357.37 | $1.26M | $397,025.03 | 45.77% |