| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 2,389 | $244,568.52 | $530,835.8 | $286,267.28 | 117.05% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,220 | $667,072.12 | $1.34M | $668,361.88 | 100.19% |
Robert Shea NEOS Investment Management LLC | 32,187 | $3.59M | $7.15M | $3.56M | 99.03% |
James Rankin Modern Wealth Management, LLC | 6,884 | $862,276.49 | $1.48M | $618,725.24 | 71.75% |
Menachem Striks Morton Capital Management LLC/CA | 1,928 | $205,428.94 | $428,401.6 | $222,972.66 | 108.54% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 14,275 | $1.75M | $3.17M | $1.42M | 80.76% |
David Vollmer PFS Partners, LLC | 103 | $11,025.95 | $22,886.6 | $11,860.65 | 107.57% |
Amir Har-El Savvy Advisors, Inc. | 2,199 | $241,797.72 | $471,245.7 | $229,447.98 | 94.89% |
Ann Keitner Quantum Portfolio Management LLC | 253 | $39,154 | $56,216.6 | $17,062.6 | 43.58% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 11 | $1,702 | $2,371.93 | $669.93 | 39.36% |
United Advisor Group LLC United Advisor Group, LLC | 3,671 | $568,124 | $815,696.2 | $247,572.2 | 43.58% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 103 | $10,919.34 | $22,188.77 | $11,269.43 | 103.21% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,436 | $222,235.36 | $308,309.2 | $86,073.84 | 38.73% |
Curtis Burkholder Bare Financial Services, Inc | 57 | $6,339.07 | $12,237.9 | $5,898.83 | 93.06% |
Keisuke Ichihara Rakuten Securities, Inc. | 37 | $3,633.35 | $7,993.29 | $4,359.94 | 120% |
Joshua Stipcich Tidemark, LLC | 5 | $512 | $1,081.5 | $569.5 | 111.23% |
Christy Clarin Portfolio Design Labs, LLC | 5,418 | $641,900.78 | $1.2M | $561,978.82 | 87.55% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,590 | $157,290.08 | $353,298 | $196,007.92 | 124.62% |
Matthew Stead Sachetta, LLC | 145 | $14,030.1 | $31,240.97 | $17,210.87 | 122.67% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 26 | $2,663 | $5,582.2 | $2,919.2 | 109.62% |