| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 14,493 | $4.79M | $4.94M | $147,265.1 | 3.07% |
Robert Shea NEOS Investment Management LLC | 37,175 | $12.49M | $13.48M | $997,855.71 | 7.99% |
Teresa Douberly Burford Brothers, Inc. | 775 | $243,707.53 | $264,158.76 | $20,451.23 | 8.39% |
Charles Corkery PUREfi Wealth, LLC | 600 | $206,592 | $204,510.01 | -$2,081.99 | -1.01% |
James Rankin Modern Wealth Management, LLC | 1,632 | $569,807.13 | $586,051.22 | $16,244.09 | 2.85% |
Benj Foor Frazier Financial Advisors, LLC | 59 | $18,792.17 | $21,811.12 | $3,018.95 | 16.06% |
Amir Har-El Savvy Advisors, Inc. | 2,455 | $822,111.6 | $836,786.77 | $14,675.17 | 1.79% |
David W. Lewis Lewis Asset Management, LLC | 1,175 | $400,266.14 | $400,498.76 | $232.62 | 0.06% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 95 | $32,710 | $32,380.75 | -$329.25 | -1.01% |
Jeff Ramsey Quotient Wealth Partners, LLC | 976 | $314,485.89 | $332,669.61 | $18,183.72 | 5.78% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 839 | $261,684.1 | $285,973.16 | $24,289.06 | 9.28% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,007 | $650,592.76 | $684,085.97 | $33,493.21 | 5.15% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 107 | $36,152.79 | $36,470.95 | $318.16 | 0.88% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 3,052 | $998,403.95 | $1.04M | $41,870.28 | 4.19% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,316 | $786,879.35 | $789,408.62 | $2,529.27 | 0.32% |
Taylor Wagner Valued Wealth Advisors LLC | 49 | $17,608.48 | $16,701.65 | -$906.83 | -5.15% |
Steven JE Manders BKM Wealth Management, LLC | 2,627 | $969,942.54 | $895,412.98 | -$74,529.56 | -7.68% |
Darin Sadow Freestone Grove Partners LP | 318,764 | $109.61M | $114.47M | $4.86M | 4.43% |
Curtis Burkholder Bare Financial Services, Inc | 15 | $4,859.5 | $5,112.75 | $253.25 | 5.21% |
Keisuke Ichihara Rakuten Securities, Inc. | 8 | $2,612.69 | $2,881.6 | $268.91 | 10.29% |