| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 26,560 | $1.66M | $2.3M | $636,455.41 | 38.28% |
Robert Shea NEOS Investment Management LLC | 128,528 | $16.3M | $12.13M | -$4.17M | -25.59% |
James Rankin Modern Wealth Management, LLC | 3,362 | $311,514.02 | $321,272.72 | $9,758.7 | 3.13% |
Amir Har-El Savvy Advisors, Inc. | 4,655 | $548,776.55 | $402,936.8 | -$145,839.75 | -26.58% |
Joseph Morrison Sentry LLC | 2,600 | $260,728 | $248,456 | -$12,272 | -4.71% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 11 | $1,103 | $952.16 | -$150.84 | -13.68% |
United Advisor Group LLC United Advisor Group, LLC | 5,464 | $779,232.51 | $472,963.84 | -$306,268.67 | -39.3% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,759 | $362,038.37 | $325,379.04 | -$36,659.33 | -10.13% |
CARL LYMANGOOD Petros Family Wealth, LLC | 4,759 | $436,100.68 | $411,939.04 | -$24,161.64 | -5.54% |
Timothy Bolger Arrow Capital Pty Ltd | 30,000 | $2.08M | $2.81M | $726,300 | 34.94% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 17 | $342.18 | $1,471.52 | $1,129.34 | 330.04% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,532 | $499,210.21 | $430,132.12 | -$69,078.09 | -13.84% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 7,626 | $862,500.51 | $723,783.66 | -$138,716.85 | -16.08% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,673 | $260,951.94 | $317,934.88 | $56,982.94 | 21.84% |
Taylor Wagner Valued Wealth Advisors LLC | 53 | $4,456.01 | $4,587.68 | $131.67 | 2.95% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 26,028 | $2.29M | $2.25M | -$41,249.32 | -1.8% |
Darin Sadow Freestone Grove Partners LP | 205,779 | $16.96M | $19.66M | $2.71M | 15.97% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 8,812 | $984,855 | $762,766.72 | -$222,088.28 | -22.55% |
Michel Del Buono a16z Perennial Management, L.P. | 469,215 | $67.18M | $40.62M | -$26.57M | -39.54% |
Cody Gehman Stonebridge Financial Group, LLC | 5,517 | $627,322.75 | $477,551.52 | -$149,771.23 | -23.87% |