| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 267,050 | $31.75M | $32.36M | $615,861.61 | 1.94% |
James Rankin Modern Wealth Management, LLC | 20,564 | $2.35M | $2.51M | $158,350.04 | 6.74% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,630 | $193,270.01 | $190,449.2 | -$2,820.81 | -1.46% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 5,548 | $741,573.77 | $648,228.32 | -$93,345.45 | -12.59% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,856 | $340,520.76 | $333,695.04 | -$6,825.72 | -2% |
Amir Har-El Savvy Advisors, Inc. | 6,055 | $717,271.41 | $707,466.2 | -$9,805.21 | -1.37% |
Owen McCabe Tyche Wealth Partners LLC | 3,128 | $398,681.51 | $371,105.92 | -$27,575.59 | -6.92% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 348 | $38,478.74 | $40,660.32 | $2,181.58 | 5.67% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 51,809 | $6.03M | $6.05M | $26,380.88 | 0.44% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 12,929 | $1.23M | $1.51M | $275,935.57 | 22.35% |
Taylor Wagner Valued Wealth Advisors LLC | 59 | $8,780.18 | $6,893.56 | -$1,886.62 | -21.49% |
Darin Sadow Freestone Grove Partners LP | 140,420 | $13.81M | $17.13M | $3.33M | 24.09% |
Cody Gehman Stonebridge Financial Group, LLC | 49,972 | $6.33M | $5.84M | -$494,542.36 | -7.81% |
Curtis Burkholder Bare Financial Services, Inc | 99 | $9,674.72 | $11,567.16 | $1,892.44 | 19.56% |
Simon Batten Prevatt Capital Ltd | 245,000 | $22.57M | $29.89M | $7.33M | 32.46% |
Keisuke Ichihara Rakuten Securities, Inc. | 4 | $388.5 | $481.48 | $92.98 | 23.93% |
Joshua Stipcich Tidemark, LLC | 319 | $37,813.67 | $38,656.42 | $842.75 | 2.23% |
Wynn Capital LLC Wynn Capital, LLC | 3,000 | $357,330.37 | $350,520 | -$6,810.37 | -1.91% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 35 | $3,926 | $4,089.4 | $163.4 | 4.16% |
Dustin Schick Evergreen Private Wealth LLC | 1,377 | $158,494.08 | $160,888.68 | $2,394.6 | 1.51% |