| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 57,583 | $2.31M | $2.75M | $435,284.05 | 18.83% |
Robert Shea NEOS Investment Management LLC | 874,887 | $35.58M | $45.63M | $10.05M | 28.24% |
Charles Corkery PUREfi Wealth, LLC | 8,024 | $372,550.36 | $382,825.04 | $10,274.68 | 2.76% |
James Rankin Modern Wealth Management, LLC | 14,022 | $566,371.45 | $715,402.44 | $149,030.99 | 26.31% |
David Vollmer PFS Partners, LLC | 60 | $2,943 | $2,862.6 | -$80.4 | -2.73% |
Benj Foor Frazier Financial Advisors, LLC | 800 | $25,908 | $41,464 | $15,556 | 60.04% |
Amir Har-El Savvy Advisors, Inc. | 10,778 | $490,119.03 | $514,218.38 | $24,099.35 | 4.92% |
Ann Keitner Quantum Portfolio Management LLC | 9,492 | $403,568.01 | $484,281.84 | $80,713.83 | 20% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 9,484 | $341,802.81 | $452,481.64 | $110,678.83 | 32.38% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,222 | $244,880.14 | $296,851.62 | $51,971.48 | 21.22% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 28,883 | $1.08M | $1.38M | $295,954.37 | 27.35% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 602 | $22,837.58 | $28,721.42 | $5,883.84 | 25.76% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 15,653 | $432,855.59 | $746,804.63 | $313,949.04 | 72.53% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,135 | $347,221.01 | $340,410.85 | -$6,810.16 | -1.96% |
Taylor Wagner Valued Wealth Advisors LLC | 966 | $34,605.92 | $46,087.86 | $11,481.94 | 33.18% |
| MG Melissa Glennie Capital Management Associates, Inc | 9,406 | $386,277.9 | $448,760.26 | $62,482.36 | 16.18% |
Curtis Burkholder Bare Financial Services, Inc | 258 | $11,657.84 | $12,309.18 | $651.34 | 5.59% |
Joshua Stipcich Tidemark, LLC | 8 | $371 | $414.64 | $43.64 | 11.76% |
Christy Clarin Portfolio Design Labs, LLC | 32,160 | $1.57M | $1.68M | $110,123.58 | 7.03% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 18,105 | $721,226.71 | $945,443.1 | $224,216.39 | 31.09% |