| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 54,465 | $2.48M | $3.29M | $814,252.33 | 32.83% |
Robert Shea NEOS Investment Management LLC | 759,404 | $35.47M | $48.66M | $13.18M | 37.17% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 8,522 | $292,035.46 | $515,495.78 | $223,460.32 | 76.52% |
Amir Har-El Savvy Advisors, Inc. | 9,874 | $525,905.92 | $597,278.26 | $71,372.34 | 13.57% |
Ann Keitner Quantum Portfolio Management LLC | 15,055 | $700,805.17 | $975,865.1 | $275,059.93 | 39.25% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 645 | $35,798 | $39,016.05 | $3,218.05 | 8.99% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,542 | $277,287 | $274,745.58 | -$2,541.42 | -0.92% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 21,697 | $744,484.27 | $1.31M | $567,967.26 | 76.29% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 296 | $10,204.1 | $17,905.04 | $7,700.94 | 75.47% |
Jeffrey McGrath Cetera Trust Company, N.A | 24,141 | $937,419.24 | $1.55M | $614,364.24 | 65.54% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 6,361 | $378,131.32 | $384,776.89 | $6,645.57 | 1.76% |
Taylor Wagner Valued Wealth Advisors LLC | 173 | $7,182.95 | $10,464.77 | $3,281.82 | 45.69% |
Curtis Burkholder Bare Financial Services, Inc | 73 | $3,086.82 | $4,415.77 | $1,328.95 | 43.05% |
Joshua Stipcich Tidemark, LLC | 15 | $916 | $923.32 | $7.32 | 0.8% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 190 | $9,201.37 | $11,493.1 | $2,291.73 | 24.91% |
Christy Clarin Portfolio Design Labs, LLC | 8,077 | $492,574.51 | $517,493.39 | $24,918.88 | 5.06% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 21,860 | $867,357.37 | $1.41M | $537,803.43 | 62% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 254 | $15,441 | $16,464.28 | $1,023.28 | 6.63% |
Neil Greenspan Fielder Capital Group LLC | 3,850 | $234,801.73 | $241,183.25 | $6,381.52 | 2.72% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 7,827 | $386,463.98 | $473,455.23 | $86,991.25 | 22.51% |