| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 191,848 | $2.08M | $3.12M | $1.04M | 50.04% |
James Rankin Modern Wealth Management, LLC | 15,330 | $243,436 | $248,805.9 | $5,369.9 | 2.21% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 243,415 | $2.83M | $4.27M | $1.45M | 51.25% |
David Vollmer PFS Partners, LLC | 178 | $1,946.78 | $3,125.68 | $1,178.9 | 60.56% |
Amir Har-El Savvy Advisors, Inc. | 15,152 | $146,092.08 | $266,069.12 | $119,977.04 | 82.12% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 91 | $1,445 | $1,597.96 | $152.96 | 10.59% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 120 | $1,289.03 | $2,107.2 | $818.17 | 63.47% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 191 | $2,098.88 | $3,353.96 | $1,255.08 | 59.8% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 11,739 | $158,594.1 | $206,136.84 | $47,542.74 | 29.98% |
Taylor Wagner Valued Wealth Advisors LLC | 436 | $6,058.63 | $7,656.16 | $1,597.53 | 26.37% |
Curtis Burkholder Bare Financial Services, Inc | 15 | $139.2 | $263.4 | $124.2 | 89.22% |
Keisuke Ichihara Rakuten Securities, Inc. | 44 | $673.14 | $708.4 | $35.26 | 5.24% |
Joshua Stipcich Tidemark, LLC | 214 | $2,352.34 | $3,516.02 | $1,163.68 | 49.47% |
Rob Dainard Hara Capital LLC | 982 | $11,401.05 | $15,986.96 | $4,585.91 | 40.22% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 236 | $2,875.63 | $4,144.16 | $1,268.53 | 44.11% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 14,592 | $182,586.9 | $234,931.2 | $52,344.3 | 28.67% |
Matthew Stead Sachetta, LLC | 1,190 | $15,623.32 | $20,896.4 | $5,273.08 | 33.75% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,572 | $21,238 | $25,513.56 | $4,275.56 | 20.13% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 45 | $487.83 | $790.2 | $302.37 | 61.98% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 20,061 | $200,613.05 | $352,271.16 | $151,658.11 | 75.6% |