| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 36,514 | $853,475.59 | $1.05M | $192,285.37 | 22.53% |
Robert Shea NEOS Investment Management LLC | 119,627 | $4.16M | $3.66M | -$504,510.99 | -12.12% |
James Rankin Modern Wealth Management, LLC | 9,590 | $357,531.43 | $275,616.6 | -$81,914.83 | -22.91% |
Benj Foor Frazier Financial Advisors, LLC | 64 | $2,027.48 | $1,836.8 | -$190.68 | -9.4% |
Amir Har-El Savvy Advisors, Inc. | 23,008 | $945,853.94 | $660,674.72 | -$285,179.22 | -30.15% |
Ann Keitner Quantum Portfolio Management LLC | 7,642 | $318,289.35 | $219,440.03 | -$98,849.32 | -31.06% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 63 | $1,724 | $1,809.04 | $85.04 | 4.93% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 298 | $10,318.37 | $8,545.15 | -$1,773.22 | -17.19% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 215 | $11,713.21 | $6,175.87 | -$5,537.34 | -47.27% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 11,319 | $321,275.04 | $325,194.87 | $3,919.83 | 1.22% |
Taylor Wagner Valued Wealth Advisors LLC | 11 | $583.94 | $333.19 | -$250.75 | -42.94% |
Darin Sadow Freestone Grove Partners LP | 70,380 | $1.93M | $2.02M | $90,438.1 | 4.7% |
Wayne Atkins VCI Wealth Management LLC | 57,500 | $2.06M | $1.7M | -$357,781.41 | -17.39% |
Curtis Burkholder Bare Financial Services, Inc | 213 | $4,885.59 | $6,100.32 | $1,214.73 | 24.86% |
Keisuke Ichihara Rakuten Securities, Inc. | 786 | $32,541.53 | $22,577.85 | -$9,963.68 | -30.62% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 8,513 | $447,954.49 | $257,858.77 | -$190,095.72 | -42.44% |
Rob Dainard Hara Capital LLC | 700 | $16,050.99 | $21,406 | $5,355.01 | 33.36% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 7,323 | $326,764.44 | $210,096.87 | -$116,667.57 | -35.7% |
Matthew Stead Sachetta, LLC | 246 | $9,676.55 | $7,451.34 | -$2,225.21 | -23% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 193 | $7,067.66 | $5,996.51 | -$1,071.15 | -15.16% |