| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 280 | $307,872.25 | $345,436 | $37,563.75 | 12.2% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 480 | $287,591.92 | $591,513.6 | $303,921.68 | 105.68% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,455 | $5.49M | $5.57M | $79,854.59 | 1.46% |
Robert Shea NEOS Investment Management LLC | 37,133 | $39.1M | $45.58M | $6.48M | 16.58% |
James Rankin Modern Wealth Management, LLC | 3,132 | $1.93M | $3.87M | $1.94M | 100.84% |
David Vollmer PFS Partners, LLC | 5 | $3,657 | $6,126.25 | $2,469.25 | 67.52% |
Lydia Gallas Harbour Trust & Investment Management Co | 4,750 | $5.89M | $5.88M | -$11,524.32 | -0.2% |
Amir Har-El Savvy Advisors, Inc. | 651 | $746,356.75 | $802,018.98 | $55,662.23 | 7.46% |
Ann Keitner Quantum Portfolio Management LLC | 30 | $41,471 | $36,756.9 | -$4,714.1 | -11.37% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1 | $1,382 | $1,217.6 | -$164.4 | -11.9% |
Jeff Ramsey Quotient Wealth Partners, LLC | 189 | $207,801.97 | $233,169.3 | $25,367.33 | 12.21% |
Jeffrey McGrath Cetera Trust Company, N.A | 11 | $6,939 | $13,573.28 | $6,634.28 | 95.61% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 55 | $33,536 | $67,858.45 | $34,322.45 | 102.35% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 422 | $418,144.95 | $527,162.38 | $109,017.43 | 26.07% |
Darin Sadow Freestone Grove Partners LP | 5,914 | $6.47M | $7.29M | $826,777.3 | 12.79% |
Curtis Burkholder Bare Financial Services, Inc | 12 | $14,559.92 | $14,990.4 | $430.48 | 2.96% |
Keisuke Ichihara Rakuten Securities, Inc. | 59 | $69,183.16 | $71,440.74 | $2,257.58 | 3.26% |
Sam Tedawes Quantessence Capital LLC | 350 | $483,826 | $433,723.5 | -$50,102.5 | -10.36% |
Joshua Stipcich Tidemark, LLC | 25 | $18,648.04 | $30,920.87 | $12,272.83 | 65.81% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 183 | $200,092 | $225,847.62 | $25,755.62 | 12.87% |