| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 14,651 | $865,098.81 | $932,243.13 | $67,144.32 | 7.76% |
Robert Shea NEOS Investment Management LLC | 95,317 | $6.26M | $6.04M | -$223,970.3 | -3.58% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 20,439 | $1.04M | $1.28M | $237,043.08 | 22.69% |
James Rankin Modern Wealth Management, LLC | 9,392 | $633,886.58 | $590,475.04 | -$43,411.54 | -6.85% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 21,014 | $1.21M | $1.33M | $116,976.54 | 9.66% |
David Vollmer PFS Partners, LLC | 113 | $5,190.16 | $7,155.72 | $1,965.56 | 37.87% |
Amir Har-El Savvy Advisors, Inc. | 32,605 | $2.15M | $2.06M | -$93,490.04 | -4.35% |
Ann Keitner Quantum Portfolio Management LLC | 12,798 | $710,673 | $809,857.44 | $99,184.44 | 13.96% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 597 | $34,937.22 | $38,037.85 | $3,100.63 | 8.87% |
Owen McCabe Tyche Wealth Partners LLC | 3,652 | $208,691.84 | $231,098.56 | $22,406.72 | 10.74% |
United Advisor Group LLC United Advisor Group, LLC | 3,728 | $261,562.13 | $235,907.84 | -$25,654.29 | -9.81% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,071 | $348,942.61 | $383,171.16 | $34,228.55 | 9.81% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 538 | $27,686.41 | $34,055.4 | $6,368.99 | 23% |
PETER KRUSSEL Southland Equity Partners LLC | 7,359 | $471,256.52 | $465,383.16 | -$5,873.36 | -1.25% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,235 | $328,988.49 | $328,286.85 | -$701.64 | -0.21% |
Taylor Wagner Valued Wealth Advisors LLC | 631 | $40,476.84 | $40,144.22 | -$332.62 | -0.82% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 33,935 | $1.98M | $2.15M | $170,071.57 | 8.58% |
Kent Keister Bear Mountain Capital, Inc. | 224 | $10,650.29 | $14,198.24 | $3,547.95 | 33.31% |
Keisuke Ichihara Rakuten Securities, Inc. | 2 | $134.82 | $127.24 | -$7.58 | -5.62% |
Wynn Capital LLC Wynn Capital, LLC | 6,725 | $424,789.75 | $421,691.12 | -$3,098.63 | -0.73% |