| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 177,870 | $42.23M | $47.35M | $5.12M | 12.13% |
Charles Corkery PUREfi Wealth, LLC | 1,832 | $390,524.55 | $495,317.84 | $104,793.29 | 26.83% |
James Rankin Modern Wealth Management, LLC | 2,940 | $788,480 | $810,822.63 | $22,342.63 | 2.83% |
Amir Har-El Savvy Advisors, Inc. | 928 | $171,253.23 | $250,903.36 | $79,650.13 | 46.51% |
Ann Keitner Quantum Portfolio Management LLC | 552 | $148,013 | $152,236.09 | $4,223.09 | 2.85% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,564 | $524,962.06 | $693,228.68 | $168,266.62 | 32.05% |
Owen McCabe Tyche Wealth Partners LLC | 1,078 | $270,254 | $280,398.57 | $10,144.57 | 3.75% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,396 | $208,664.75 | $377,436.52 | $168,771.77 | 80.88% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 5 | $434.37 | $1,351.85 | $917.48 | 211.22% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,658 | $1.4M | $2.07M | $672,923.12 | 48.15% |
Taylor Wagner Valued Wealth Advisors LLC | 192 | $36,299.55 | $51,911.04 | $15,611.49 | 43.01% |
Darin Sadow Freestone Grove Partners LP | 47,266 | $12.67M | $13.04M | $361,585.61 | 2.85% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 1,406 | $123,522.21 | $380,140.22 | $256,618.01 | 207.75% |
Curtis Burkholder Bare Financial Services, Inc | 3 | $554 | $811.11 | $257.11 | 46.41% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $268 | $268.67 | $0.67 | 0.25% |
Joshua Stipcich Tidemark, LLC | 6 | $1,239.33 | $1,597.26 | $357.93 | 28.88% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,148 | $544,769.2 | $845,773.16 | $301,003.96 | 55.25% |
Matthew Stead Sachetta, LLC | 127 | $15,986.95 | $34,336.99 | $18,350.04 | 114.78% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 37 | $9,365.81 | $10,204.23 | $838.42 | 8.95% |
Neil Greenspan Fielder Capital Group LLC | 1,447 | $234,236.22 | $376,379.16 | $142,142.94 | 60.68% |