| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 2,490 | $569,078.44 | $716,522.4 | $147,443.96 | 25.91% |
Robert Shea NEOS Investment Management LLC | 27,463 | $5.6M | $7.87M | $2.27M | 40.5% |
Savoie Capital LLC Savoie Capital LLC | 1,074 | $203,620 | $307,674.15 | $104,054.15 | 51.1% |
James Rankin Modern Wealth Management, LLC | 924 | $249,092 | $264,245.52 | $15,153.52 | 6.08% |
David Vollmer PFS Partners, LLC | 102 | $19,748.83 | $29,221.98 | $9,473.15 | 47.97% |
Benj Foor Frazier Financial Advisors, LLC | 109 | $13,889.34 | $31,227.41 | $17,338.07 | 124.83% |
Amir Har-El Savvy Advisors, Inc. | 1,741 | $390,412.82 | $497,978.23 | $107,565.41 | 27.55% |
Jeff Ramsey Quotient Wealth Partners, LLC | 810 | $218,290 | $232,056.89 | $13,766.89 | 6.31% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 94 | $17,040.86 | $26,878.83 | $9,837.97 | 57.73% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 17 | $2,213 | $4,870.33 | $2,657.33 | 120.08% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,523 | $344,554.07 | $438,258.5 | $93,704.43 | 27.2% |
Taylor Wagner Valued Wealth Advisors LLC | 3 | $380.7 | $857.25 | $476.55 | 125.18% |
Curtis Burkholder Bare Financial Services, Inc | 5 | $1,140 | $1,438.8 | $298.8 | 26.21% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,100 | $488,640.56 | $888,118.97 | $399,478.41 | 81.75% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3 | $640 | $855.12 | $215.12 | 33.61% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,499 | $1.08M | $1.86M | $777,570.26 | 71.71% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,225 | $223,258.38 | $350,974.76 | $127,716.38 | 57.21% |
Matthew Stead Sachetta, LLC | 58 | $12,303.53 | $16,569.44 | $4,265.91 | 34.67% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 49 | $12,345.06 | $14,100.24 | $1,755.18 | 14.22% |
Neil Greenspan Fielder Capital Group LLC | 1,200 | $231,280.22 | $343,787.99 | $112,507.77 | 48.65% |