| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 47,087 | $2.43M | $3.26M | $827,292.54 | 34.02% |
Robert Shea NEOS Investment Management LLC | 1.07M | $74.21M | $77.65M | $3.43M | 4.63% |
Charles Corkery PUREfi Wealth, LLC | 11,653 | $714,751.1 | $868,964.21 | $154,213.11 | 21.58% |
James Rankin Modern Wealth Management, LLC | 14,728 | $976,930.19 | $1.03M | $52,704.29 | 5.39% |
David Vollmer PFS Partners, LLC | 179 | $11,298.02 | $13,031.2 | $1,733.18 | 15.34% |
Benj Foor Frazier Financial Advisors, LLC | 236 | $16,121.85 | $17,180.8 | $1,058.95 | 6.57% |
Lydia Gallas Harbour Trust & Investment Management Co | 113,570 | $7.42M | $8.27M | $848,134.58 | 11.43% |
Amir Har-El Savvy Advisors, Inc. | 25,988 | $1.72M | $1.81M | $89,363.77 | 5.21% |
Ann Keitner Quantum Portfolio Management LLC | 22,783 | $1.32M | $1.66M | $335,902.71 | 25.4% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 18,455 | $690,932.86 | $1.29M | $601,747.61 | 87.09% |
Jeff Ramsey Quotient Wealth Partners, LLC | 9,287 | $421,986.99 | $676,093.6 | $254,106.61 | 60.22% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 6,215 | $294,675.6 | $463,452.55 | $168,776.95 | 57.28% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 476 | $18,537.6 | $33,312.86 | $14,775.26 | 79.7% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,191 | $76,312.49 | $159,504.8 | $83,192.31 | 109.02% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 98,118 | $5.99M | $6.79M | $806,186.68 | 13.47% |
Taylor Wagner Valued Wealth Advisors LLC | 700 | $42,453.07 | $49,077 | $6,623.93 | 15.6% |
Darin Sadow Freestone Grove Partners LP | 649,032 | $47.24M | $45.51M | -$1.73M | -3.65% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 7,583 | $284,638.52 | $565,464.31 | $280,825.79 | 98.66% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 8,915 | $402,169.57 | $664,791.55 | $262,621.98 | 65.3% |
Julie Beswick Advantage Trust Co | 19 | $1,028.28 | $1,416.83 | $388.55 | 37.79% |