| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 480 | $287,591.92 | $684,494.41 | $396,902.49 | 138.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,244 | $1.05M | $1.77M | $726,530.89 | 69.36% |
Robert Shea NEOS Investment Management LLC | 37,133 | $39.1M | $52.06M | $12.96M | 33.16% |
James Rankin Modern Wealth Management, LLC | 3,132 | $1.93M | $4.39M | $2.46M | 127.75% |
Joseph C. Gissy Tactive Advisors, LLC | 158 | $218,413 | $225,312.74 | $6,899.74 | 3.16% |
David Vollmer PFS Partners, LLC | 5 | $3,657 | $7,130.15 | $3,473.15 | 94.97% |
Lydia Gallas Harbour Trust & Investment Management Co | 4,750 | $5.89M | $6.77M | $883,138.32 | 14.99% |
Amir Har-El Savvy Advisors, Inc. | 388 | $382,638.66 | $553,299.65 | $170,660.99 | 44.6% |
Ann Keitner Quantum Portfolio Management LLC | 30 | $41,471 | $42,060.3 | $589.3 | 1.42% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1 | $1,382 | $1,426.03 | $44.03 | 3.19% |
Jeff Ramsey Quotient Wealth Partners, LLC | 184 | $200,892 | $262,389.53 | $61,497.53 | 30.61% |
Jeffrey McGrath Cetera Trust Company, N.A | 11 | $6,939 | $14,988.05 | $8,049.05 | 116% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 55 | $33,536 | $78,431.65 | $44,895.65 | 133.87% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 437 | $431,954.54 | $623,175.12 | $191,220.58 | 44.27% |
Darin Sadow Freestone Grove Partners LP | 5,914 | $6.47M | $8.29M | $1.83M | 28.23% |
Curtis Burkholder Bare Financial Services, Inc | 12 | $14,559.92 | $17,112.36 | $2,552.44 | 17.53% |
Keisuke Ichihara Rakuten Securities, Inc. | 59 | $69,183.16 | $84,075.59 | $14,892.43 | 21.53% |
Sam Tedawes Quantessence Capital LLC | 350 | $483,826 | $490,703.5 | $6,877.5 | 1.42% |
Joshua Stipcich Tidemark, LLC | 25 | $18,648.04 | $35,038.5 | $16,390.46 | 87.89% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 183 | $200,092 | $260,963.5 | $60,871.5 | 30.42% |