| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 795,629 | $54.07M | $57.35M | $3.28M | 6.06% |
Charles Corkery PUREfi Wealth, LLC | 11,581 | $709,398.62 | $834,758.48 | $125,359.86 | 17.67% |
James Rankin Modern Wealth Management, LLC | 9,538 | $591,105.42 | $687,499.04 | $96,393.62 | 16.31% |
David Vollmer PFS Partners, LLC | 177 | $11,149.64 | $12,758.16 | $1,608.52 | 14.43% |
Benj Foor Frazier Financial Advisors, LLC | 416 | $24,860.34 | $29,985.28 | $5,124.94 | 20.61% |
Lydia Gallas Harbour Trust & Investment Management Co | 109,958 | $7.15M | $7.93M | $774,527.31 | 10.83% |
Amir Har-El Savvy Advisors, Inc. | 24,392 | $1.6M | $1.76M | $160,021.19 | 10.01% |
Ann Keitner Quantum Portfolio Management LLC | 22,471 | $1.3M | $1.62M | $320,204.06 | 24.64% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 17,879 | $650,578.86 | $1.29M | $638,139.46 | 98.09% |
Jeff Ramsey Quotient Wealth Partners, LLC | 9,555 | $433,377.03 | $688,724.4 | $255,347.37 | 58.92% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 6,174 | $291,627.62 | $445,021.92 | $153,394.3 | 52.6% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 476 | $18,537.6 | $34,310.08 | $15,772.48 | 85.08% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,191 | $76,312.49 | $157,927.28 | $81,614.79 | 106.95% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,640 | $119,361 | $118,211.2 | -$1,149.8 | -0.96% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 92,576 | $5.6M | $6.67M | $1.07M | 19.17% |
Taylor Wagner Valued Wealth Advisors LLC | 661 | $31,976.11 | $47,644.88 | $15,668.77 | 49% |
Darin Sadow Freestone Grove Partners LP | 1.13M | $79.25M | $81.29M | $2.03M | 2.57% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 9,308 | $342,253.56 | $670,920.64 | $328,667.08 | 96.03% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 7,871 | $301,366.15 | $567,341.68 | $265,975.53 | 88.26% |
Julie Beswick Advantage Trust Co | 19 | $1,028.28 | $1,369.52 | $341.24 | 33.19% |