| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 52,036 | $15.45M | $13.04M | -$2.41M | -15.6% |
Robert Shea NEOS Investment Management LLC | 29,889 | $7.56M | $7.04M | -$520,783.35 | -6.89% |
James Rankin Modern Wealth Management, LLC | 1,344 | $276,472.91 | $330,301.44 | $53,828.53 | 19.47% |
David Vollmer PFS Partners, LLC | 194 | $6,760.97 | $45,696.7 | $38,935.73 | 575.89% |
Amir Har-El Savvy Advisors, Inc. | 762 | $300,711 | $185,996.58 | -$114,714.42 | -38.15% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,057 | $1.6M | $955,707.49 | -$644,594.51 | -40.28% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 10 | $2,850.5 | $2,448.55 | -$401.95 | -14.1% |
Jeffrey McGrath Cetera Trust Company, N.A | 4,835 | $248,029.73 | $1.14M | $895,979.62 | 361.24% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 4,590 | $1.62M | $1.13M | -$494,134.09 | -30.45% |
Curtis Burkholder Bare Financial Services, Inc | 103 | $13,728.52 | $25,811.8 | $12,083.28 | 88.02% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,787 | $337,839.25 | $890,853.92 | $553,014.67 | 163.69% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 2,501 | $223,114.21 | $609,560.75 | $386,446.54 | 173.21% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 3,397 | $302,638.23 | $850,897.54 | $548,259.31 | 181.16% |
Christy Clarin Portfolio Design Labs, LLC | 2,162 | $852,845 | $509,723.93 | -$343,121.07 | -40.23% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 875 | $116,899.87 | $230,405.01 | $113,505.14 | 97.1% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 5 | $1,817.4 | $1,253 | -$564.4 | -31.06% |
Christian Scharosch 1248 Management, LLC | 159 | $11,670.36 | $37,837.23 | $26,166.87 | 224.22% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 878 | $209,148.41 | $206,128.06 | -$3,020.35 | -1.44% |
David McNeely Darden Wealth Group Inc | 1,390 | $548,313 | $329,193.7 | -$219,119.3 | -39.96% |
Alan Gilmore Private Wealth Management Group, LLC | 92 | $7,577.96 | $23,055.2 | $15,477.24 | 204.24% |