| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 76,002 | $6.6M | $5.61M | -$983,422.45 | -14.91% |
Robert Shea NEOS Investment Management LLC | 407,540 | $27.98M | $30.51M | $2.53M | 9.04% |
RENEE PILKENTON Exchange Bank | 3,318 | $233,487.81 | $247,058.28 | $13,570.47 | 5.81% |
Amir Har-El Savvy Advisors, Inc. | 6,516 | $462,039.1 | $475,602.84 | $13,563.74 | 2.94% |
Ann Keitner Quantum Portfolio Management LLC | 8,514 | $569,675.33 | $636,634.35 | $66,959.02 | 11.75% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 47 | $4,286 | $3,473.53 | -$812.47 | -18.96% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 946 | $61,129.02 | $69,578.3 | $8,449.28 | 13.82% |
Jeffrey McGrath Cetera Trust Company, N.A | 22,394 | $1.94M | $1.69M | -$258,218.69 | -13.28% |
Taylor Wagner Valued Wealth Advisors LLC | 12 | $1,065.82 | $886.2 | -$179.62 | -16.85% |
Darin Sadow Freestone Grove Partners LP | 198,198 | $12.81M | $14.56M | $1.75M | 13.69% |
JP Tarbutton LHM, INC. | 91,665 | $5.86M | $6.78M | $912,555.81 | 15.56% |
Curtis Burkholder Bare Financial Services, Inc | 115 | $8,714.71 | $8,539.9 | -$174.81 | -2.01% |
Keisuke Ichihara Rakuten Securities, Inc. | 372 | $32,859.76 | $27,472.2 | -$5,387.56 | -16.4% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 161 | $12,717.99 | $11,790.03 | -$927.96 | -7.3% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,836 | $414,923.96 | $415,815 | $891.04 | 0.21% |
Craig Silberg EVERPAR ADVISORS LLC | 3,675 | $243,770.6 | $277,095 | $33,324.4 | 13.67% |
Matthew Stead Sachetta, LLC | 147 | $13,126.44 | $10,800.09 | -$2,326.35 | -17.72% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 229 | $15,085.41 | $17,005.54 | $1,920.13 | 12.73% |
Scott Noble Boomfish Wealth Group, LLC | 27,843 | $2M | $2.04M | $39,990.63 | 2% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 2,613 | $232,713.77 | $194,825.28 | -$37,888.49 | -16.28% |