| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Greg Werlinich Werlinich Asset Management, LLC | 1,910 | $387,118.87 | $529,184.6 | $142,065.73 | 36.7% |
Courtney Haddad Concurrent Investment Advisors, LLC | 41,079 | $9.88M | $11.38M | $1.5M | 15.21% |
Robert Shea NEOS Investment Management LLC | 30,197 | $8.01M | $8.75M | $738,427.93 | 9.22% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 45,780 | $10.89M | $12.68M | $1.79M | 16.42% |
Charles Corkery PUREfi Wealth, LLC | 894 | $292,250.26 | $247,691.64 | -$44,558.62 | -15.25% |
James Rankin Modern Wealth Management, LLC | 1,472 | $350,188.16 | $429,559.05 | $79,370.89 | 22.67% |
Amir Har-El Savvy Advisors, Inc. | 4,740 | $1.23M | $1.31M | $79,581.98 | 6.45% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 26 | $7,555 | $7,203.56 | -$351.44 | -4.65% |
Owen McCabe Tyche Wealth Partners LLC | 1,794 | $619,282.89 | $511,828.18 | -$107,454.71 | -17.35% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,336 | $335,947.69 | $370,152.16 | $34,204.47 | 10.18% |
CARL LYMANGOOD Petros Family Wealth, LLC | 5,660 | $1.43M | $1.57M | $142,199.53 | 9.97% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 740 | $185,621.99 | $205,024.4 | $19,402.41 | 10.45% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 132 | $29,790.98 | $36,571.92 | $6,780.94 | 22.76% |
Jeffrey McGrath Cetera Trust Company, N.A | 43 | $9,057 | $12,501.82 | $3,444.82 | 38.03% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 405 | $85,297 | $112,209.3 | $26,912.3 | 31.55% |
Jonathon Gold Gold Investment Management Ltd. | 1,738 | $402,842.38 | $495,851.38 | $93,009 | 23.09% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,286 | $396,571.43 | $356,299.16 | -$40,272.27 | -10.16% |
Taylor Wagner Valued Wealth Advisors LLC | 25 | $8,629 | $6,926.5 | -$1,702.5 | -19.73% |
Steven JE Manders BKM Wealth Management, LLC | 7,013 | $1.61M | $1.94M | $329,189.41 | 20.4% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 12,615 | $2.67M | $3.65M | $980,377.02 | 36.66% |