| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 111,613 | $9.42M | $26.93M | $17.5M | 185.74% |
Robert Shea NEOS Investment Management LLC | 667,562 | $100.11M | $163.74M | $63.63M | 63.56% |
Charles Corkery PUREfi Wealth, LLC | 2,985 | $295,664.05 | $802,159.08 | $506,495.03 | 171.31% |
James Rankin Modern Wealth Management, LLC | 3,966 | $645,403.05 | $943,610.55 | $298,207.5 | 46.2% |
Benj Foor Frazier Financial Advisors, LLC | 307 | $30,831.11 | $75,300.96 | $44,469.85 | 144.24% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 8,035 | $566,373.72 | $2.16M | $1.59M | 281.24% |
Amir Har-El Savvy Advisors, Inc. | 6,790 | $1.09M | $1.61M | $519,497.7 | 47.82% |
Ann Keitner Quantum Portfolio Management LLC | 179 | $53,322 | $43,905.12 | -$9,416.88 | -17.66% |
Cindi Hill Keener Financial Planning LLC | 867 | $258,270.64 | $204,213.18 | -$54,057.46 | -20.93% |
David W. Lewis Lewis Asset Management, LLC | 1,581 | $470,922.38 | $424,862.15 | -$46,060.23 | -9.78% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 101 | $29,345.57 | $23,744.09 | -$5,601.48 | -19.09% |
United Advisor Group LLC United Advisor Group, LLC | 4,118 | $1.23M | $1.01M | -$216,647.96 | -17.66% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,243 | $350,615.84 | $795,443.04 | $444,827.2 | 126.87% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,139 | $251,377.19 | $1.11M | $860,896.32 | 342.47% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 96 | $6,846.75 | $22,776.96 | $15,930.21 | 232.67% |
Jeffrey McGrath Cetera Trust Company, N.A | 123 | $7,418 | $30,169.44 | $22,751.44 | 306.71% |
Jonathon Gold Gold Investment Management Ltd. | 1,393 | $84,012.06 | $374,340.9 | $290,328.84 | 345.58% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 777 | $150,633.32 | $208,803.22 | $58,169.9 | 38.62% |
PETER KRUSSEL Southland Equity Partners LLC | 958 | $282,111.35 | $234,978.24 | -$47,133.11 | -16.71% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 769 | $203,202 | $206,653.38 | $3,451.38 | 1.7% |