| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 874,887 | $35.58M | $44.3M | $8.73M | 24.52% |
Charles Corkery PUREfi Wealth, LLC | 8,024 | $372,550.36 | $405,894.04 | $33,343.68 | 8.95% |
James Rankin Modern Wealth Management, LLC | 14,022 | $566,371.45 | $707,269.68 | $140,898.23 | 24.88% |
David Vollmer PFS Partners, LLC | 60 | $2,943 | $3,037.8 | $94.8 | 3.22% |
Benj Foor Frazier Financial Advisors, LLC | 800 | $25,908 | $40,504 | $14,596 | 56.34% |
Amir Har-El Savvy Advisors, Inc. | 10,796 | $490,983.55 | $545,144.02 | $54,160.47 | 11.03% |
Ann Keitner Quantum Portfolio Management LLC | 9,492 | $403,568.01 | $480,105.36 | $76,537.35 | 18.97% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 9,709 | $352,946.53 | $492,925.93 | $139,979.4 | 39.66% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,360 | $251,508.28 | $322,134 | $70,625.72 | 28.08% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 28,883 | $1.08M | $1.46M | $379,281.82 | 35.05% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 602 | $22,837.58 | $30,397.99 | $7,560.41 | 33.11% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 15,676 | $433,994.79 | $793,519.12 | $359,524.33 | 82.84% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 6,914 | $336,383.17 | $348,327.32 | $11,944.15 | 3.55% |
Taylor Wagner Valued Wealth Advisors LLC | 966 | $34,605.92 | $49,280.49 | $14,674.57 | 42.4% |
| MG Melissa Glennie Capital Management Associates, Inc | 9,406 | $386,277.9 | $474,720.82 | $88,442.92 | 22.9% |
Curtis Burkholder Bare Financial Services, Inc | 258 | $11,657.84 | $12,998.04 | $1,340.2 | 11.5% |
Joshua Stipcich Tidemark, LLC | 8 | $371 | $402.08 | $31.08 | 8.38% |
Christy Clarin Portfolio Design Labs, LLC | 32,160 | $1.57M | $1.63M | $60,436.38 | 3.86% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 18,105 | $721,226.71 | $941,460 | $220,233.29 | 30.54% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 5,482 | $254,418.4 | $277,498.84 | $23,080.44 | 9.07% |