| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 5,991.67 | $569,165.83 | $798,629.56 | $229,463.73 | 40.32% |
| AK Alisha Kamadia United Community Bank | 64.27 | $5,542.17 | $8,566.42 | $3,024.25 | 54.57% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,559.09 | $1.22M | $1.67M | $452,371.42 | 37.03% |
Robert Shea NEOS Investment Management LLC | 22,703.94 | $2.16M | $3.03M | $864,536.11 | 39.99% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,498.17 | $206,044.41 | $199,241.24 | -$6,803.17 | -3.3% |
Amir Har-El Savvy Advisors, Inc. | 2,362.97 | $255,327.95 | $314,889.12 | $59,561.17 | 23.33% |
Joseph Morrison Sentry LLC | 1,773.56 | $160,347.54 | $236,397.55 | $76,050.01 | 47.43% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 157.84 | $15,238.28 | $21,034.02 | $5,795.74 | 38.03% |
Jeffrey McGrath Cetera Trust Company, N.A | 44.95 | $4,345.66 | $5,992.05 | $1,646.39 | 37.89% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 344.61 | $33,326.25 | $45,933.29 | $12,607.04 | 37.83% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 92.57 | $12,731.98 | $12,336.41 | -$395.57 | -3.11% |
Taylor Wagner Valued Wealth Advisors LLC | 4.66 | $448.61 | $621.26 | $172.65 | 38.49% |
Curtis Burkholder Bare Financial Services, Inc | 90.58 | $8,534.85 | $12,034.38 | $3,499.53 | 41% |
Keisuke Ichihara Rakuten Securities, Inc. | 73.26 | $9,924.43 | $9,733.69 | -$190.74 | -1.92% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,240.42 | $236,276.96 | $296,710.55 | $60,433.59 | 25.58% |
Matthew Stead Sachetta, LLC | 35.96 | $3,695.15 | $4,827.45 | $1,132.3 | 30.64% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 46.95 | $6,459 | $6,229.02 | -$229.98 | -3.56% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,797 | $243,745 | $237,985.69 | -$5,759.31 | -2.36% |
Kelly Richert Clayton Financial Group LLC | 16.32 | $1,970 | $2,164.69 | $194.69 | 9.88% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 101.87 | $11,272.31 | $13,491.33 | $2,219.02 | 19.69% |