| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Romin Lakeshore Financial Planning, Inc. | 3,789 | $259,866.55 | $351,278.19 | $91,411.64 | 35.18% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,118 | $1.74M | $2.05M | $308,997.6 | 17.77% |
Robert Shea NEOS Investment Management LLC | 101,075 | $8.32M | $9.36M | $1.04M | 12.49% |
Charles Corkery PUREfi Wealth, LLC | 4,494 | $335,736.25 | $416,526.39 | $80,790.14 | 24.06% |
James Rankin Modern Wealth Management, LLC | 2,667 | $259,800 | $246,990.87 | -$12,809.13 | -4.93% |
Benj Foor Frazier Financial Advisors, LLC | 274 | $21,698.61 | $25,375.14 | $3,676.53 | 16.94% |
Amir Har-El Savvy Advisors, Inc. | 10,296 | $936,927.56 | $955,571.76 | $18,644.2 | 1.99% |
Ann Keitner Quantum Portfolio Management LLC | 2,300 | $206,954 | $213,003 | $6,049 | 2.92% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 7,272 | $434,055.22 | $673,459.92 | $239,404.7 | 55.16% |
Jeff Ramsey Quotient Wealth Partners, LLC | 8,684 | $712,823.94 | $804,225.24 | $91,401.3 | 12.82% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 438 | $32,543.87 | $40,650.78 | $8,106.91 | 24.91% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 78 | $5,702.77 | $7,223.58 | $1,520.81 | 26.67% |
One Degree Advisors Inc. One Degree Advisors Inc | 12,752 | $952,963.61 | $1.18M | $227,999.11 | 23.93% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 530 | $51,500 | $49,189.3 | -$2,310.7 | -4.49% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,241 | $293,722.21 | $300,797.21 | $7,075 | 2.41% |
Darin Sadow Freestone Grove Partners LP | 576,205 | $53.74M | $53.48M | -$266,723.78 | -0.5% |
Curtis Burkholder Bare Financial Services, Inc | 59 | $5,492.91 | $5,465.46 | -$27.45 | -0.5% |
Keisuke Ichihara Rakuten Securities, Inc. | 10 | $885.52 | $926.35 | $40.83 | 4.61% |
Joshua Stipcich Tidemark, LLC | 1,430 | $107,043.67 | $132,468.05 | $25,424.38 | 23.75% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 2,406 | $216,492 | $222,879.81 | $6,387.81 | 2.95% |