| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 1.7M | $53.22M | $56.58M | $3.36M | 6.31% |
Charles Corkery PUREfi Wealth, LLC | 8,093 | $237,263.11 | $270,548.99 | $33,285.88 | 14.03% |
James Rankin Modern Wealth Management, LLC | 358,448 | $9.73M | $11.8M | $2.07M | 21.29% |
Joseph C. Gissy Tactive Advisors, LLC | 7,054 | $235,350.39 | $235,815.22 | $464.83 | 0.2% |
Menachem Striks Morton Capital Management LLC/CA | 36,618 | $619,533.7 | $1.22M | $601,676.6 | 97.12% |
David Vollmer PFS Partners, LLC | 478 | $13,929.86 | $15,941.3 | $2,011.44 | 14.44% |
Benj Foor Frazier Financial Advisors, LLC | 824 | $27,629 | $27,480.4 | -$148.6 | -0.54% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 69,978 | $1.23M | $2.34M | $1.1M | 89.48% |
Lydia Gallas Harbour Trust & Investment Management Co | 8,125 | $223,110.99 | $270,968.75 | $47,857.76 | 21.45% |
Amir Har-El Savvy Advisors, Inc. | 67,066 | $1.84M | $2.21M | $370,780.89 | 20.19% |
Ann Keitner Quantum Portfolio Management LLC | 12,738 | $355,418.92 | $424,812.3 | $69,393.38 | 19.52% |
Joseph Morrison Sentry LLC | 13,156 | $230,364.44 | $438,752.6 | $208,388.16 | 90.46% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,537 | $48,871.94 | $83,340.45 | $34,468.51 | 70.53% |
Owen McCabe Tyche Wealth Partners LLC | 13,142 | $337,108.26 | $438,285.7 | $101,177.44 | 30.01% |
United Advisor Group LLC United Advisor Group, LLC | 30,848 | $795,018.88 | $1.03M | $233,761.92 | 29.4% |
Jeff Ramsey Quotient Wealth Partners, LLC | 14,098 | $402,195.32 | $470,168.3 | $67,972.98 | 16.9% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 538 | $14,760.72 | $17,942.3 | $3,181.58 | 21.55% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 12,384 | $221,992.96 | $413,997.12 | $192,004.16 | 86.49% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,002 | $18,341.71 | $32,990.85 | $14,649.14 | 79.87% |
Jeffrey McGrath Cetera Trust Company, N.A | 384 | $6,774 | $12,806.4 | $6,032.4 | 89.05% |