| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 30,862 | $876,400.58 | $955,178.9 | $78,778.32 | 8.99% |
Mark Petersen Prosperitas Financial LLC | 108,844 | $1.26M | $3.37M | $2.11M | 166.79% |
Robert Shea NEOS Investment Management LLC | 1.89M | $37.2M | $58.6M | $21.4M | 57.53% |
James Rankin Modern Wealth Management, LLC | 10,456 | $297,105.81 | $323,613.2 | $26,507.39 | 8.92% |
David Vollmer PFS Partners, LLC | 3,960 | $52,540.02 | $122,562 | $70,021.98 | 133.27% |
Benj Foor Frazier Financial Advisors, LLC | 274 | $4,117.93 | $8,480.3 | $4,362.37 | 105.94% |
Amir Har-El Savvy Advisors, Inc. | 10,979 | $300,825.51 | $339,800.05 | $38,974.54 | 12.96% |
Owen McCabe Tyche Wealth Partners LLC | 9,483 | $273,299.66 | $293,498.85 | $20,199.19 | 7.39% |
Jeff Ramsey Quotient Wealth Partners, LLC | 14,081 | $255,618.28 | $435,806.95 | $180,188.67 | 70.49% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 991 | $23,722.89 | $30,671.45 | $6,948.56 | 29.29% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 100 | $1,027.68 | $3,095 | $2,067.32 | 201.16% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,569 | $207,262.27 | $234,260.55 | $26,998.28 | 13.03% |
Taylor Wagner Valued Wealth Advisors LLC | 128 | $3,494.82 | $3,961.6 | $466.78 | 13.36% |
Julie Beswick Advantage Trust Co | 355 | $9,464 | $10,987.25 | $1,523.25 | 16.1% |
Kent Keister Bear Mountain Capital, Inc. | 21 | $238.98 | $649.95 | $410.97 | 171.97% |
Curtis Burkholder Bare Financial Services, Inc | 22 | $634 | $680.9 | $46.9 | 7.4% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,212 | $50,039.65 | $68,461.4 | $18,421.75 | 36.81% |
Joshua Stipcich Tidemark, LLC | 78 | $1,138.31 | $2,414.1 | $1,275.79 | 112.08% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 7,723 | $205,895 | $239,026.85 | $33,131.85 | 16.09% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 7,880 | $227,102 | $243,886 | $16,784 | 7.39% |