| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 2,529 | $238,029.59 | $286,459.83 | $48,430.24 | 20.35% |
Robert Shea NEOS Investment Management LLC | 27,262 | $2.38M | $3.06M | $682,491.57 | 28.71% |
Amir Har-El Savvy Advisors, Inc. | 5,248 | $449,908.11 | $595,595.52 | $145,687.41 | 32.38% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 22 | $1,333.58 | $2,504.7 | $1,171.12 | 87.82% |
Darin Sadow Freestone Grove Partners LP | 4,024 | $456,161 | $458,290.14 | $2,129.14 | 0.47% |
Wayne Atkins VCI Wealth Management LLC | 12,789 | $1.25M | $1.45M | $201,861.46 | 16.13% |
Curtis Burkholder Bare Financial Services, Inc | 83 | $8,113.66 | $9,401.41 | $1,287.75 | 15.87% |
Keisuke Ichihara Rakuten Securities, Inc. | 92 | $9,684.94 | $10,402.44 | $717.5 | 7.41% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,915 | $148,719.09 | $213,656.55 | $64,937.46 | 43.66% |
Matthew Stead Sachetta, LLC | 38 | $2,831.04 | $4,330.48 | $1,499.44 | 52.96% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 38 | $3,577.43 | $4,304.26 | $726.83 | 20.32% |
Neil Greenspan Fielder Capital Group LLC | 2,691 | $230,931.83 | $303,141.15 | $72,209.32 | 31.27% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 6,987 | $847,872 | $785,646.93 | -$62,225.07 | -7.34% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 14,535 | $852,685.83 | $1.63M | $781,847.59 | 91.69% |
Amber Baker NDVR, Inc. | 2,681 | $264,802 | $303,676.87 | $38,874.87 | 14.68% |
Alan Gilmore Private Wealth Management Group, LLC | 225 | $14,149.91 | $25,485.75 | $11,335.84 | 80.11% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,921 | $736,275.35 | $1.24M | $500,746.32 | 68.01% |
Angela Mari Abich Financial Wealth Management LLC | 2,070 | $173,074.7 | $232,885.35 | $59,810.65 | 34.56% |
Corey Saft Sivia Capital Partners, LLC | 5,658 | $423,016.73 | $634,261.8 | $211,245.07 | 49.94% |
Ashley Meredith Abel Hall, LLC | 1,846 | $209,263 | $210,037.88 | $774.88 | 0.37% |