| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 255,304 | $3.02M | $3.14M | $125,537.86 | 4.16% |
Robert Shea NEOS Investment Management LLC | 639,340 | $7.49M | $7.7M | $213,093.12 | 2.84% |
Teresa Douberly Burford Brothers, Inc. | 60,533 | $720,394.43 | $732,449.3 | $12,054.87 | 1.67% |
James Rankin Modern Wealth Management, LLC | 35,966 | $444,647.42 | $443,280.95 | -$1,366.47 | -0.31% |
KKM Financial LLC KKM Financial LLC | 509,182 | $6.12M | $6.16M | $36,939.13 | 0.6% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 12,296 | $129,297.95 | $148,781.6 | $19,483.65 | 15.07% |
David Vollmer PFS Partners, LLC | 13,505 | $252,125.04 | $162,735.25 | -$89,389.79 | -35.45% |
Benj Foor Frazier Financial Advisors, LLC | 399 | $4,541.99 | $4,807.95 | $265.96 | 5.86% |
Amir Har-El Savvy Advisors, Inc. | 61,064 | $702,229.15 | $750,781.88 | $48,552.73 | 6.91% |
Ann Keitner Quantum Portfolio Management LLC | 790 | $10,981 | $9,519.5 | -$1,461.5 | -13.31% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,075 | $14,944.03 | $13,109.62 | -$1,834.41 | -12.28% |
Jeff Ramsey Quotient Wealth Partners, LLC | 20,241 | $218,897.55 | $243,904.05 | $25,006.5 | 11.42% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 12,703 | $135,208.6 | $153,071.15 | $17,862.55 | 13.21% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,472 | $30,847.6 | $30,368.52 | -$479.08 | -1.55% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 41,541 | $505,615.3 | $500,569.05 | -$5,046.25 | -1% |
Taylor Wagner Valued Wealth Advisors LLC | 451 | $6,002.27 | $5,531.51 | -$470.76 | -7.84% |
Darin Sadow Freestone Grove Partners LP | 1.79M | $24.94M | $22.02M | -$2.93M | -11.73% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 17,036 | $187,536.56 | $206,135.6 | $18,599.04 | 9.92% |
Julie Beswick Advantage Trust Co | 1,300 | $18,070 | $15,730 | -$2,340 | -12.95% |
Kent Keister Bear Mountain Capital, Inc. | 266 | $3,013.38 | $3,218.6 | $205.22 | 6.81% |