| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 15,292 | $4.5M | $11.04M | $6.54M | 145.42% |
Robert Shea NEOS Investment Management LLC | 7,078 | $4.88M | $5.13M | $251,766.68 | 5.16% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 391 | $324,483 | $286,391.86 | -$38,091.14 | -11.74% |
James Rankin Modern Wealth Management, LLC | 587 | $400,714.27 | $425,439.99 | $24,725.72 | 6.17% |
David Vollmer PFS Partners, LLC | 36 | $22,025 | $26,057.88 | $4,032.88 | 18.31% |
Benj Foor Frazier Financial Advisors, LLC | 19 | $6,936.62 | $13,784.07 | $6,847.45 | 98.71% |
Scott L. Comeau BCU Wealth Advisors, LLC | 333 | $216,556.85 | $240,312.78 | $23,755.93 | 10.97% |
Amir Har-El Savvy Advisors, Inc. | 993 | $670,419.57 | $719,309.34 | $48,889.77 | 7.29% |
Ann Keitner Quantum Portfolio Management LLC | 52 | $43,154 | $37,603.28 | -$5,550.72 | -12.86% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1 | $830 | $720.66 | -$109.34 | -13.17% |
CARL LYMANGOOD Petros Family Wealth, LLC | 248 | $183,101.02 | $181,821.2 | -$1,279.82 | -0.7% |
Taylor Wagner Valued Wealth Advisors LLC | 27 | $18,301.37 | $19,472.67 | $1,171.3 | 6.4% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 270 | $224,068 | $196,449.3 | -$27,618.7 | -12.33% |
Curtis Burkholder Bare Financial Services, Inc | 13 | $6,241.96 | $9,522.89 | $3,280.93 | 52.56% |
Keisuke Ichihara Rakuten Securities, Inc. | 11 | $4,852.66 | $7,933.31 | $3,080.65 | 63.48% |
Joshua Stipcich Tidemark, LLC | 1 | $738 | $721.38 | -$16.62 | -2.25% |
Andrea Butler Sequent Planning LLC | 337 | $248,684 | $245,197.83 | -$3,486.17 | -1.4% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 6 | $3,671 | $4,327.2 | $656.2 | 17.88% |
Christy Clarin Portfolio Design Labs, LLC | 302 | $222,970 | $219,197.64 | -$3,772.36 | -1.69% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 238 | $128,341.29 | $177,393.3 | $49,052.01 | 38.22% |