| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 32,923 | $1.88M | $2.1M | $219,484.01 | 11.65% |
Mark Petersen Prosperitas Financial LLC | 6,531 | $367,929.38 | $406,293.51 | $38,364.13 | 10.43% |
Robert Shea NEOS Investment Management LLC | 338,166 | $19.96M | $20.93M | $971,878.32 | 4.87% |
James Rankin Modern Wealth Management, LLC | 16,821 | $952,459.26 | $1.06M | $102,890.28 | 10.8% |
Joseph C. Gissy Tactive Advisors, LLC | 9,239 | $487,563.05 | $590,094.93 | $102,531.88 | 21.03% |
David Vollmer PFS Partners, LLC | 142 | $8,196.16 | $9,069.54 | $873.38 | 10.66% |
Lydia Gallas Harbour Trust & Investment Management Co | 9,394 | $515,826.81 | $599,994.78 | $84,167.97 | 16.32% |
Amir Har-El Savvy Advisors, Inc. | 9,702 | $570,468.18 | $619,666.74 | $49,198.56 | 8.62% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 25 | $1,549 | $1,596.75 | $47.75 | 3.08% |
Owen McCabe Tyche Wealth Partners LLC | 4,623 | $265,834.34 | $288,290.28 | $22,455.94 | 8.45% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,803 | $232,668 | $242,897.61 | $10,229.61 | 4.4% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 7,824 | $449,856.06 | $499,718.88 | $49,862.82 | 11.08% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 678 | $38,536.67 | $43,303.86 | $4,767.19 | 12.37% |
Jeffrey McGrath Cetera Trust Company, N.A | 4,035 | $227,500.84 | $252,550.65 | $25,049.81 | 11.01% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 143 | $7,897 | $9,133.41 | $1,236.41 | 15.66% |
Jonathon Gold Gold Investment Management Ltd. | 54,739 | $3.15M | $3.41M | $267,342.76 | 8.5% |
PETER KRUSSEL Southland Equity Partners LLC | 49,030 | $2.8M | $3.13M | $334,119.79 | 11.94% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 32,984 | $1.79M | $2.11M | $315,480.27 | 17.61% |
Jon Deven Mouton CAP Partners, LLC | 8,670 | $495,401.28 | $553,752.9 | $58,351.62 | 11.78% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 6,116 | $373,700.97 | $390,628.92 | $16,927.95 | 4.53% |