| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 767,656 | $89.67M | $191.37M | $101.7M | 113.42% |
RENEE PILKENTON Exchange Bank | 1,280 | $244,204.8 | $319,091.2 | $74,886.4 | 30.67% |
James Rankin Modern Wealth Management, LLC | 3,540 | $504,264.74 | $858,768.6 | $354,503.86 | 70.3% |
KKM Financial LLC KKM Financial LLC | 173,012 | $33.01M | $45.19M | $12.18M | 36.91% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 5,080 | $343,551.04 | $1.27M | $922,842.11 | 268.62% |
David Vollmer PFS Partners, LLC | 48 | $2,023.01 | $11,965.92 | $9,942.91 | 491.49% |
Benj Foor Frazier Financial Advisors, LLC | 272 | $26,681.95 | $67,806.88 | $41,124.93 | 154.13% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 16,804 | $1.45M | $4.39M | $2.94M | 203.37% |
Amir Har-El Savvy Advisors, Inc. | 18,856 | $2.51M | $4.57M | $2.06M | 82.19% |
Ann Keitner Quantum Portfolio Management LLC | 4,000 | $281,193.08 | $997,159.96 | $715,966.88 | 254.62% |
David W. Lewis Lewis Asset Management, LLC | 19,970 | $1.56M | $5.22M | $3.65M | 233.91% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 104 | $19,841.95 | $25,154.48 | $5,312.53 | 26.77% |
Owen McCabe Tyche Wealth Partners LLC | 14,960 | $1.22M | $3.73M | $2.51M | 206.77% |
William Ramsay Financial Symmetry Inc | 1,112 | $294,402 | $269,298.6 | -$25,103.4 | -8.53% |
United Advisor Group LLC United Advisor Group, LLC | 7,220 | $1.14M | $1.8M | $660,730.12 | 58% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,796 | $370,821.68 | $1.2M | $824,773.11 | 222.42% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,140 | $217,494.9 | $276,803.4 | $59,308.5 | 27.27% |
Raymond Debbane Siren, L.L.C. | 40,000 | $3.6M | $9.78M | $6.18M | 171.81% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,560 | $537,398.48 | $1.45M | $914,929.06 | 170.25% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,936 | $263,215.88 | $766,912.53 | $503,696.65 | 191.36% |