| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sandeep Sharma SYNTAX RESEARCH, INC. | 684 | $94,093 | $220,295.89 | $126,202.89 | 134.13% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,264 | $1.21M | $2.03M | $820,392.35 | 67.59% |
Robert Shea NEOS Investment Management LLC | 22,245 | $3.75M | $7.22M | $3.48M | 92.79% |
Amir Har-El Savvy Advisors, Inc. | 891 | $264,146 | $289,807.19 | $25,661.19 | 9.71% |
Ann Keitner Quantum Portfolio Management LLC | 2,491 | $344,431.66 | $808,952.25 | $464,520.59 | 134.87% |
David W. Lewis Lewis Asset Management, LLC | 1,000 | $296,460 | $324,750 | $28,290 | 9.54% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 34 | $3,689.57 | $11,058.86 | $7,369.29 | 199.73% |
Jonathon Gold Gold Investment Management Ltd. | 1,422 | $154,315.09 | $461,794.5 | $307,479.41 | 199.25% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 132 | $39,133 | $42,934.4 | $3,801.4 | 9.71% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 867 | $256,940 | $279,434.1 | $22,494.1 | 8.75% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,210 | $358,717 | $393,565.33 | $34,848.33 | 9.71% |
Taylor Wagner Valued Wealth Advisors LLC | 13 | $2,515.37 | $4,228.39 | $1,713.02 | 68.1% |
Curtis Burkholder Bare Financial Services, Inc | 45 | $4,416.35 | $14,543.1 | $10,126.75 | 229.3% |
Keisuke Ichihara Rakuten Securities, Inc. | 569 | $125,808.17 | $183,889.42 | $58,081.25 | 46.17% |
Joshua Stipcich Tidemark, LLC | 32 | $3,848.94 | $10,341.76 | $6,492.82 | 168.69% |
Christy Clarin Portfolio Design Labs, LLC | 726 | $215,230 | $234,628.68 | $19,398.68 | 9.01% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,831 | $370,787.76 | $906,514.51 | $535,726.75 | 144.48% |
Craig Silberg EVERPAR ADVISORS LLC | 1,318 | $255,112.15 | $425,951.24 | $170,839.09 | 66.97% |
Matthew Stead Sachetta, LLC | 27 | $6,610.58 | $9,537.21 | $2,926.63 | 44.27% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 36 | $10,673 | $11,545.56 | $872.56 | 8.18% |