| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 24,616 | $4.76M | $5.32M | $556,449.18 | 11.69% |
James Rankin Modern Wealth Management, LLC | 2,177 | $339,886.05 | $477,764.42 | $137,878.37 | 40.57% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 3,130 | $557,515.6 | $676,236.51 | $118,720.91 | 21.29% |
David Vollmer PFS Partners, LLC | 53 | $8,140 | $11,450.65 | $3,310.65 | 40.67% |
Benj Foor Frazier Financial Advisors, LLC | 140 | $25,691.5 | $30,247 | $4,555.5 | 17.73% |
Amir Har-El Savvy Advisors, Inc. | 868 | $206,656 | $190,239.56 | -$16,416.44 | -7.94% |
David W. Lewis Lewis Asset Management, LLC | 2,241 | $308,353.44 | $488,381.11 | $180,027.67 | 58.38% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 19 | $4,522 | $4,163.47 | -$358.53 | -7.93% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,483 | $271,053.45 | $320,402.15 | $49,348.7 | 18.21% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 77 | $10,697.13 | $16,913.82 | $6,216.69 | 58.12% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,392 | $324,382.45 | $304,360.79 | -$20,021.66 | -6.17% |
Taylor Wagner Valued Wealth Advisors LLC | 12 | $2,450.54 | $2,617.92 | $167.38 | 6.83% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,237 | $311,913.43 | $487,509.39 | $175,595.96 | 56.3% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 962 | $228,944 | $209,648.65 | -$19,295.35 | -8.43% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,019 | $201,375 | $220,154.95 | $18,779.95 | 9.33% |
Joshua Stipcich Tidemark, LLC | 2 | $413 | $436.48 | $23.48 | 5.69% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,173 | $466,756.32 | $685,526.66 | $218,770.34 | 46.87% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 4 | $806 | $872.96 | $66.96 | 8.31% |
Christy Clarin Portfolio Design Labs, LLC | 2,088 | $426,433.1 | $455,037.82 | $28,604.72 | 6.71% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,995 | $661,263.49 | $863,119.76 | $201,856.27 | 30.53% |