| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Petersen Prosperitas Financial LLC | 26,475 | $4.03M | $5.62M | $1.59M | 39.34% |
Robert Shea NEOS Investment Management LLC | 61,679 | $9.9M | $13.74M | $3.84M | 38.78% |
James Rankin Modern Wealth Management, LLC | 1,651 | $463,124.72 | $345,059 | -$118,065.72 | -25.49% |
KKM Financial LLC KKM Financial LLC | 12,908 | $4.32M | $2.88M | -$1.45M | -33.45% |
Joseph C. Gissy Tactive Advisors, LLC | 4,022 | $661,944.68 | $896,222.26 | $234,277.58 | 35.39% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,986 | $301,336.49 | $442,540.38 | $141,203.89 | 46.86% |
David Vollmer PFS Partners, LLC | 200 | $66,964 | $44,566 | -$22,398 | -33.45% |
Benj Foor Frazier Financial Advisors, LLC | 67 | $12,112.96 | $14,929.61 | $2,816.65 | 23.25% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 11,061 | $1.59M | $2.46M | $878,844.66 | 55.42% |
Amir Har-El Savvy Advisors, Inc. | 4,015 | $963,639.89 | $836,565.4 | -$127,074.49 | -13.19% |
Ann Keitner Quantum Portfolio Management LLC | 4,955 | $427,563.63 | $1.1M | $676,559.02 | 158.24% |
Joseph Morrison Sentry LLC | 665 | $222,655 | $148,181.95 | -$74,473.05 | -33.45% |
Owen McCabe Tyche Wealth Partners LLC | 2,902 | $579,215.11 | $646,652.66 | $67,437.55 | 11.64% |
United Advisor Group LLC United Advisor Group, LLC | 2,010 | $586,766.43 | $447,888.3 | -$138,878.13 | -23.67% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,926 | $280,329.18 | $429,170.58 | $148,841.4 | 53.1% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 23,147 | $3.2M | $4.92M | $1.72M | 53.83% |
PETER KRUSSEL Southland Equity Partners LLC | 933 | $225,142 | $207,900.39 | -$17,241.61 | -7.66% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 3,284 | $948,530.08 | $731,773.72 | -$216,756.36 | -22.85% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 5,226 | $519,935.33 | $1.09M | $569,528.89 | 109.54% |
Taylor Wagner Valued Wealth Advisors LLC | 60 | $15,448.66 | $12,583.2 | -$2,865.46 | -18.55% |