| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 123,674 | $7.32M | $7.96M | $631,030.17 | 8.61% |
Charles Corkery PUREfi Wealth, LLC | 2,487 | $61,682.76 | $159,988.71 | $98,305.95 | 159.37% |
Amir Har-El Savvy Advisors, Inc. | 928 | $17,335.04 | $59,698.24 | $42,363.2 | 244.38% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,717 | $259,554.76 | $110,454.61 | -$149,100.15 | -57.44% |
Owen McCabe Tyche Wealth Partners LLC | 1,078 | $40,834.64 | $69,347.74 | $28,513.1 | 69.83% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,389 | $204,184.29 | $89,354.37 | -$114,829.92 | -56.24% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 5 | $434.37 | $321.65 | -$112.72 | -25.95% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 162 | $6,136.56 | $10,421.46 | $4,284.9 | 69.83% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,152 | $970,260.26 | $460,088.16 | -$510,172.1 | -52.58% |
Taylor Wagner Valued Wealth Advisors LLC | 175 | $15,430.72 | $11,257.75 | -$4,172.97 | -27.04% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 1,406 | $123,522.21 | $90,447.98 | -$33,074.23 | -26.78% |
Curtis Burkholder Bare Financial Services, Inc | 3 | $56.04 | $192.99 | $136.95 | 244.38% |
Joshua Stipcich Tidemark, LLC | 6 | $150.48 | $385.98 | $235.5 | 156.5% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,148 | $439,357.89 | $202,510.84 | -$236,847.05 | -53.91% |
Matthew Stead Sachetta, LLC | 116 | $10,881.68 | $7,462.28 | -$3,419.4 | -31.42% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 32 | $1,212.16 | $2,058.56 | $846.4 | 69.83% |
Neil Greenspan Fielder Capital Group LLC | 1,441 | $225,603.32 | $92,699.53 | -$132,903.79 | -58.91% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,510 | $57,198.8 | $97,138.3 | $39,939.5 | 69.83% |
Kelly Richert Clayton Financial Group LLC | 11 | $205.48 | $707.63 | $502.15 | 244.38% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 32,735 | $3.43M | $2.11M | -$1.32M | -38.56% |