| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 1,199 | $579,672.06 | $656,068.82 | $76,396.76 | 13.18% |
Robert Shea NEOS Investment Management LLC | 60,354 | $34.25M | $33.61M | -$640,792.09 | -1.87% |
James Rankin Modern Wealth Management, LLC | 511 | $283,765.09 | $276,962 | -$6,803.09 | -2.4% |
Benj Foor Frazier Financial Advisors, LLC | 10 | $5,551 | $5,564.1 | $13.1 | 0.24% |
Amir Har-El Savvy Advisors, Inc. | 1,265 | $690,981.62 | $688,248.55 | -$2,733.07 | -0.4% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 5 | $2,632 | $2,795.25 | $163.25 | 6.2% |
Jeff Ramsey Quotient Wealth Partners, LLC | 404 | $212,434 | $227,500.48 | $15,066.48 | 7.09% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 655 | $429,551.34 | $358,402.89 | -$71,148.45 | -16.56% |
Taylor Wagner Valued Wealth Advisors LLC | 32 | $17,511.76 | $17,377.28 | -$134.48 | -0.77% |
Darin Sadow Freestone Grove Partners LP | 60,557 | $34.03M | $32.75M | -$1.28M | -3.75% |
Christopher Dodds Crown Oak Advisors, LLC | 7,892 | $4.15M | $4.4M | $242,442.72 | 5.84% |
Curtis Burkholder Bare Financial Services, Inc | 23 | $12,034.05 | $12,585.14 | $551.09 | 4.58% |
Keisuke Ichihara Rakuten Securities, Inc. | 21 | $13,756.03 | $11,408.25 | -$2,347.78 | -17.07% |
David Ragan Grunden Financial Advisory, Inc. | 475 | $254,762 | $258,053.25 | $3,291.25 | 1.29% |
Rob Dainard Hara Capital LLC | 5 | $2,526 | $2,813.1 | $287.1 | 11.37% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,205 | $658,219.94 | $637,457.06 | -$20,762.88 | -3.15% |
Matthew Stead Sachetta, LLC | 305 | $170,359.78 | $164,934.85 | -$5,424.93 | -3.18% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 98 | $54,712.49 | $53,623.64 | -$1,088.85 | -1.99% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 508 | $265,273 | $283,509.72 | $18,236.72 | 6.87% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 815 | $520,156.31 | $456,994.95 | -$63,161.36 | -12.14% |