| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sandeep Sharma SYNTAX RESEARCH, INC. | 138 | $3,736 | $5,659.38 | $1,923.38 | 51.48% |
Courtney Haddad Concurrent Investment Advisors, LLC | 51,680 | $1.83M | $2.04M | $209,603.94 | 11.44% |
Robert Shea NEOS Investment Management LLC | 82,004 | $2.88M | $3.29M | $409,067.45 | 14.2% |
Teresa Douberly Burford Brothers, Inc. | 4,473 | $230,002 | $183,706.11 | -$46,295.89 | -20.13% |
Benj Foor Frazier Financial Advisors, LLC | 27 | $1,116 | $1,081.35 | -$34.65 | -3.1% |
Amir Har-El Savvy Advisors, Inc. | 4,637 | $238,457 | $187,566.65 | -$50,890.35 | -21.34% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 25 | $1,286 | $990.12 | -$295.88 | -23.01% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 168 | $5,754.63 | $6,769.56 | $1,014.93 | 17.64% |
Taylor Wagner Valued Wealth Advisors LLC | 111 | $4,746.91 | $4,385.05 | -$361.86 | -7.62% |
Darin Sadow Freestone Grove Partners LP | 9,743 | $500,974.91 | $391,327.59 | -$109,647.32 | -21.89% |
Kent Keister Bear Mountain Capital, Inc. | 15 | $430.71 | $614.7 | $183.99 | 42.72% |
Keisuke Ichihara Rakuten Securities, Inc. | 10 | $375.71 | $395.05 | $19.34 | 5.15% |
Joshua Stipcich Tidemark, LLC | 6 | $225 | $240.12 | $15.12 | 6.72% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 179 | $5,807 | $7,163.58 | $1,356.58 | 23.36% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,716 | $60,401.11 | $67,507.44 | $7,106.33 | 11.77% |
Craig Silberg EVERPAR ADVISORS LLC | 4,997 | $206,526.03 | $202,628.35 | -$3,897.68 | -1.89% |
Matthew Stead Sachetta, LLC | 400 | $15,364.48 | $16,058 | $693.52 | 4.51% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 34 | $1,278.24 | $1,388.22 | $109.98 | 8.6% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 150 | $4,530.48 | $6,007.5 | $1,477.02 | 32.6% |
Alan Gilmore Private Wealth Management Group, LLC | 374 | $11,460.97 | $15,270.42 | $3,809.45 | 33.24% |