| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 1,151 | $212,276.38 | $627,110.87 | $414,834.49 | 195.42% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,690 | $2.26M | $6.37M | $4.1M | 181.22% |
Robert Shea NEOS Investment Management LLC | 256,492 | $61.14M | $112.33M | $51.19M | 83.73% |
Charles Corkery PUREfi Wealth, LLC | 660 | $421,555 | $359,594.42 | -$61,960.58 | -14.7% |
James Rankin Modern Wealth Management, LLC | 1,139 | $324,493.58 | $579,523.19 | $255,029.61 | 78.59% |
David Vollmer PFS Partners, LLC | 4,513 | $203,899.34 | $2.46M | $2.25M | 1,105.92% |
Benj Foor Frazier Financial Advisors, LLC | 15 | $9,581 | $6,513.45 | -$3,067.55 | -32.02% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 375 | $239,520 | $204,315.01 | -$35,204.99 | -14.7% |
Amir Har-El Savvy Advisors, Inc. | 3,974 | $570,074.22 | $2.17M | $1.6M | 279.81% |
Ann Keitner Quantum Portfolio Management LLC | 2,027 | $349,191.61 | $1.03M | $682,145.97 | 195.35% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 50 | $31,936 | $27,242 | -$4,694 | -14.7% |
United Advisor Group LLC United Advisor Group, LLC | 1,206 | $770,296 | $657,077.08 | -$113,218.92 | -14.7% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 86 | $5,884.16 | $46,856.24 | $40,972.08 | 696.31% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 487 | $153,085.8 | $221,146.7 | $68,060.9 | 44.46% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,753 | $579,834.39 | $1.5M | $920,110.21 | 158.69% |
Taylor Wagner Valued Wealth Advisors LLC | 24 | $7,409.92 | $13,076.16 | $5,666.24 | 76.47% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 506 | $323,192 | $275,689.06 | -$47,502.94 | -14.7% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 798 | $509,699 | $349,468.14 | -$160,230.86 | -31.44% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 839 | $261,932.43 | $426,883.19 | $164,950.76 | 62.97% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,351 | $862,911 | $736,078.88 | -$126,832.12 | -14.7% |