| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 71,999 | $19.42M | $17.64M | -$1.78M | -9.15% |
Robert Shea NEOS Investment Management LLC | 53,883 | $13.41M | $13.2M | -$202,227.92 | -1.51% |
Charles Corkery PUREfi Wealth, LLC | 1,378 | $371,098.05 | $337,678.9 | -$33,419.15 | -9.01% |
James Rankin Modern Wealth Management, LLC | 14,170 | $3.13M | $3.47M | $340,624.33 | 10.88% |
KKM Financial LLC KKM Financial LLC | 20,822 | $5.02M | $5.1M | $83,446.51 | 1.66% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 776 | $205,865 | $190,158.8 | -$15,706.2 | -7.63% |
Benj Foor Frazier Financial Advisors, LLC | 1 | $296 | $245.05 | -$50.95 | -17.21% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 17,486 | $3.72M | $4.28M | $568,167.52 | 15.29% |
Amir Har-El Savvy Advisors, Inc. | 3,171 | $872,448.43 | $777,053.56 | -$95,394.87 | -10.93% |
Ann Keitner Quantum Portfolio Management LLC | 705 | $208,222 | $172,760.25 | -$35,461.75 | -17.03% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,521 | $500,013.84 | $617,771.06 | $117,757.22 | 23.55% |
Owen McCabe Tyche Wealth Partners LLC | 2,484 | $683,090.56 | $608,704.21 | -$74,386.35 | -10.89% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,688 | $360,704.74 | $413,644.41 | $52,939.67 | 14.68% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,387 | $565,435.11 | $584,934.36 | $19,499.25 | 3.45% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 378 | $86,476.68 | $92,628.9 | $6,152.22 | 7.11% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,400 | $288,057.47 | $343,070 | $55,012.53 | 19.1% |
Jonathon Gold Gold Investment Management Ltd. | 125 | $26,325 | $30,631.25 | $4,306.25 | 16.36% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 420 | $124,047 | $102,921 | -$21,126 | -17.03% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 23,858 | $6.37M | $5.85M | -$520,351.73 | -8.17% |
Taylor Wagner Valued Wealth Advisors LLC | 39 | $9,221.32 | $9,556.95 | $335.63 | 3.64% |