| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 144 | $18,881.8 | $93,618.72 | $74,736.92 | 395.81% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 642 | $251,510 | $418,821.54 | $167,311.54 | 66.52% |
Nitin Wadke Tribune Investment Group LP | 4,590 | $4.43M | $2.97M | -$1.46M | -32.98% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,030 | $6.57M | $8.33M | $1.75M | 26.64% |
Robert Shea NEOS Investment Management LLC | 166,382 | $63.63M | $108.37M | $44.75M | 70.33% |
Riley Stephenson Stephenson & Company, Inc. | 315 | $303,975 | $213,670.8 | -$90,304.2 | -29.71% |
James Rankin Modern Wealth Management, LLC | 1,408 | $223,698.03 | $951,230.72 | $727,532.69 | 325.23% |
KKM Financial LLC KKM Financial LLC | 2,377 | $202,924.69 | $1.57M | $1.37M | 673.98% |
David Vollmer PFS Partners, LLC | 332 | $38,872.85 | $216,012.48 | $177,139.63 | 455.69% |
Benj Foor Frazier Financial Advisors, LLC | 10 | $7,931 | $6,516.3 | -$1,414.7 | -17.84% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 266 | $256,468 | $173,304.32 | -$83,163.68 | -32.43% |
Amir Har-El Savvy Advisors, Inc. | 2,215 | $676,244.05 | $1.49M | $816,400.15 | 120.73% |
Ann Keitner Quantum Portfolio Management LLC | 1,781 | $430,854.85 | $1.16M | $725,779.96 | 168.45% |
Owen McCabe Tyche Wealth Partners LLC | 258 | $248,970 | $168,440.46 | -$80,529.54 | -32.35% |
United Advisor Group LLC United Advisor Group, LLC | 856 | $826,044 | $555,912.07 | -$270,131.93 | -32.7% |
Jeff Ramsey Quotient Wealth Partners, LLC | 806 | $350,826.61 | $525,358.86 | $174,532.25 | 49.75% |
CARL LYMANGOOD Petros Family Wealth, LLC | 280 | $270,200 | $186,620 | -$83,580 | -30.93% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 52 | $7,505.13 | $35,013.42 | $27,508.29 | 366.53% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,946 | $777,381.15 | $1.34M | $566,935.11 | 72.93% |
Taylor Wagner Valued Wealth Advisors LLC | 15 | $2,988.11 | $9,585.15 | $6,597.04 | 220.78% |