| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 7,937 | $509,476 | $559,637.87 | $50,161.87 | 9.85% |
Robert Shea NEOS Investment Management LLC | 75,608 | $3.74M | $5.3M | $1.56M | 41.77% |
David Vollmer PFS Partners, LLC | 47 | $2,552 | $3,297.52 | $745.52 | 29.21% |
Amir Har-El Savvy Advisors, Inc. | 12,190 | $496,279.67 | $861,467.3 | $365,187.63 | 73.59% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,149 | $58,693.05 | $81,090.67 | $22,397.62 | 38.16% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 22 | $1,458.6 | $1,543.52 | $84.92 | 5.82% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 6,190 | $397,336.1 | $436,456.9 | $39,120.8 | 9.85% |
Taylor Wagner Valued Wealth Advisors LLC | 126 | $5,972.8 | $8,922.06 | $2,949.26 | 49.38% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,827 | $245,655 | $263,527.22 | $17,872.22 | 7.28% |
Keisuke Ichihara Rakuten Securities, Inc. | 62 | $2,551.29 | $4,387.74 | $1,836.45 | 71.98% |
Joshua Stipcich Tidemark, LLC | 6 | $196 | $424.32 | $228.32 | 116.49% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,469 | $222,676 | $243,385.04 | $20,709.04 | 9.3% |
Rob Dainard Hara Capital LLC | 81,352 | $2.9M | $5.71M | $2.81M | 96.64% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,508 | $276,083.15 | $456,601.28 | $180,518.13 | 65.39% |
Craig Silberg EVERPAR ADVISORS LLC | 3,593 | $230,635 | $252,084.88 | $21,449.88 | 9.3% |
Matthew Stead Sachetta, LLC | 319 | $12,000.91 | $22,559.68 | $10,558.77 | 87.98% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 305 | $13,256.78 | $21,505.55 | $8,248.77 | 62.22% |
Neil Greenspan Fielder Capital Group LLC | 7,648 | $314,715.48 | $526,641.28 | $211,925.8 | 67.34% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 42 | $3,162 | $2,946.72 | -$215.28 | -6.81% |
Alan Gilmore Private Wealth Management Group, LLC | 256 | $12,354.91 | $18,053.12 | $5,698.21 | 46.12% |