| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 55,788 | $6.12M | $6.81M | $695,963.54 | 11.38% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 94,082 | $10.65M | $11.49M | $839,963.79 | 7.89% |
James Rankin Modern Wealth Management, LLC | 4,172 | $486,137.65 | $522,042.36 | $35,904.71 | 7.39% |
David Vollmer PFS Partners, LLC | 512 | $57,738.98 | $62,504.96 | $4,765.98 | 8.25% |
Benj Foor Frazier Financial Advisors, LLC | 82 | $8,010.92 | $9,945.78 | $1,934.86 | 24.15% |
Amir Har-El Savvy Advisors, Inc. | 12,868 | $1.45M | $1.57M | $125,710.88 | 8.7% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 222 | $23,960 | $27,101.76 | $3,141.76 | 13.11% |
Owen McCabe Tyche Wealth Partners LLC | 3,433 | $358,929.85 | $412,509.28 | $53,579.43 | 14.93% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,069 | $218,856.56 | $252,583.52 | $33,726.96 | 15.41% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 245 | $26,991.9 | $29,909.6 | $2,917.7 | 10.81% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 72 | $7,876.78 | $8,789.76 | $912.98 | 11.59% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,004 | $216,543 | $244,648.32 | $28,105.32 | 12.98% |
Taylor Wagner Valued Wealth Advisors LLC | 136 | $15,206.24 | $16,602.88 | $1,396.64 | 9.18% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 9,883 | $1.03M | $1.21M | $180,284.35 | 17.57% |
Julie Beswick Advantage Trust Co | 100 | $10,793 | $12,208 | $1,415 | 13.11% |
Wayne Atkins VCI Wealth Management LLC | 28,056 | $3.09M | $3.37M | $283,106.53 | 9.17% |
Curtis Burkholder Bare Financial Services, Inc | 716 | $81,143.34 | $87,409.28 | $6,265.94 | 7.72% |
Keisuke Ichihara Rakuten Securities, Inc. | 117 | $11,429.8 | $14,360.58 | $2,930.78 | 25.64% |
Joshua Stipcich Tidemark, LLC | 153 | $15,975.86 | $18,557.37 | $2,581.51 | 16.16% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 365 | $39,965.42 | $44,559.2 | $4,593.78 | 11.49% |