| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sandeep Sharma SYNTAX RESEARCH, INC. | 100 | $15,621 | $30,923.5 | $15,302.5 | 97.96% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,392 | $280,568.47 | $438,452.16 | $157,883.69 | 56.27% |
Robert Shea NEOS Investment Management LLC | 16,331 | $3.94M | $5.12M | $1.18M | 29.95% |
James Rankin Modern Wealth Management, LLC | 1,057 | $265,349.65 | $324,890.09 | $59,540.44 | 22.44% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 74,010 | $20.8M | $23.05M | $2.25M | 10.81% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,671 | $469,667.8 | $517,224.63 | $47,556.83 | 10.13% |
Amir Har-El Savvy Advisors, Inc. | 2,266 | $491,986.18 | $698,222.58 | $206,236.4 | 41.92% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 71 | $16,165.78 | $21,840.31 | $5,674.53 | 35.1% |
Taylor Wagner Valued Wealth Advisors LLC | 3 | $535.68 | $945.34 | $409.66 | 76.47% |
Keisuke Ichihara Rakuten Securities, Inc. | 16 | $3,891.31 | $5,041.44 | $1,150.13 | 29.56% |
Joshua Stipcich Tidemark, LLC | 2 | $523.5 | $614.24 | $90.74 | 17.33% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,755 | $644,158.85 | $857,631.5 | $213,472.65 | 33.14% |
Christy Clarin Portfolio Design Labs, LLC | 875 | $152,601.57 | $271,840.62 | $119,239.05 | 78.14% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 720 | $157,693.73 | $216,338.4 | $58,644.67 | 37.19% |
Matthew Stead Sachetta, LLC | 22 | $5,943.27 | $6,777.98 | $834.71 | 14.04% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 48 | $13,415.37 | $14,788.32 | $1,372.95 | 10.23% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,103 | $303,733 | $345,630.56 | $41,897.56 | 13.79% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 23,451 | $4.41M | $7.23M | $2.81M | 63.77% |
Angela Mari Abich Financial Wealth Management LLC | 365 | $88,367.25 | $114,374.57 | $26,007.32 | 29.43% |
Anne Wright Lummis Asset Management, LP | 6 | $1,071 | $1,872.3 | $801.3 | 74.82% |