| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 223,353 | $4.81M | $10.76M | $5.95M | 123.84% |
James Rankin Modern Wealth Management, LLC | 54,909 | $1.11M | $2.64M | $1.53M | 137.62% |
David Vollmer PFS Partners, LLC | 448 | $9,191.2 | $21,580.16 | $12,388.96 | 134.79% |
Amir Har-El Savvy Advisors, Inc. | 20,058 | $443,041.93 | $966,193.86 | $523,151.93 | 118.08% |
Joseph Morrison Sentry LLC | 11,024 | $175,612 | $531,026.08 | $355,414.08 | 202.39% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,198 | $40,798.91 | $105,877.66 | $65,078.75 | 159.51% |
Jeffrey McGrath Cetera Trust Company, N.A | 100 | $1,698 | $4,817 | $3,119 | 183.69% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,509 | $35,929 | $72,688.53 | $36,759.53 | 102.31% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 16,083 | $386,302.02 | $774,718.11 | $388,416.09 | 100.55% |
Taylor Wagner Valued Wealth Advisors LLC | 18 | $386.74 | $867.06 | $480.32 | 124.2% |
Darin Sadow Freestone Grove Partners LP | 713,582 | $17.26M | $34.37M | $17.12M | 99.18% |
Dane Grouell Turning Point Benefit Group, Inc. | 11,574 | $253,964.13 | $557,519.58 | $303,555.45 | 119.53% |
Julie Beswick Advantage Trust Co | 360 | $6,112.67 | $17,341.2 | $11,228.53 | 183.69% |
Keisuke Ichihara Rakuten Securities, Inc. | 234 | $5,620.45 | $11,271.78 | $5,651.33 | 100.55% |
Joshua Stipcich Tidemark, LLC | 592 | $12,533 | $28,516.64 | $15,983.64 | 127.53% |
Rob Dainard Hara Capital LLC | 1,309 | $26,763.04 | $63,054.53 | $36,291.49 | 135.6% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 117 | $2,810 | $5,635.89 | $2,825.89 | 100.57% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 21,256 | $436,146.35 | $1.02M | $587,755.17 | 134.76% |
Matthew Stead Sachetta, LLC | 928 | $17,392.07 | $44,711.04 | $27,318.97 | 157.08% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,290 | $30,724 | $62,139.3 | $31,415.3 | 102.25% |