| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 2,957 | $143,651.31 | $174,773.48 | $31,122.17 | 21.67% |
James Rankin Modern Wealth Management, LLC | 19,606 | $952,459.44 | $1.11M | $154,691.38 | 16.24% |
David Vollmer PFS Partners, LLC | 2,018 | $98,170.5 | $113,956.46 | $15,785.96 | 16.08% |
Benj Foor Frazier Financial Advisors, LLC | 25 | $1,435.28 | $1,550 | $114.72 | 7.99% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 67 | $5,936 | $4,157.35 | -$1,778.65 | -29.96% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 38 | $1,846.09 | $2,145.86 | $299.77 | 16.24% |
Jeffrey McGrath Cetera Trust Company, N.A | 250 | $19,040 | $14,117.5 | -$4,922.5 | -25.85% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 139 | $10,586 | $7,849.33 | -$2,736.67 | -25.85% |
Taylor Wagner Valued Wealth Advisors LLC | 89 | $4,406.67 | $5,025.83 | $619.16 | 14.05% |
Curtis Burkholder Bare Financial Services, Inc | 265 | $20,800.08 | $16,043.1 | -$4,756.98 | -22.87% |
Keisuke Ichihara Rakuten Securities, Inc. | 59 | $4,493 | $3,331.73 | -$1,161.27 | -25.85% |
Joshua Stipcich Tidemark, LLC | 18 | $1,371 | $1,016.46 | -$354.54 | -25.86% |
Rob Dainard Hara Capital LLC | 257 | $19,573 | $15,237.53 | -$4,335.47 | -22.15% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 32 | $2,437 | $1,807.04 | -$629.96 | -25.85% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,271 | $119,740.81 | $128,243.37 | $8,502.56 | 7.1% |
Matthew Stead Sachetta, LLC | 58 | $2,819.34 | $3,286.28 | $466.94 | 16.56% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 26 | $1,982 | $1,464.84 | -$517.16 | -26.09% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,507 | $267,064.32 | $217,311.25 | -$49,753.07 | -18.63% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 130 | $6,316 | $7,887.1 | $1,571.1 | 24.87% |
Amy Taylor Pingora Partners LLC | 221 | $10,736 | $13,684.32 | $2,948.32 | 27.46% |