| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 3,883 | $271,282.59 | $305,863.91 | $34,581.32 | 12.75% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,460 | $1.09M | $1.3M | $211,373.46 | 19.48% |
Robert Shea NEOS Investment Management LLC | 406,335 | $29.38M | $32.01M | $2.63M | 8.96% |
James Rankin Modern Wealth Management, LLC | 18,845 | $1.34M | $1.48M | $144,520.93 | 10.79% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,652 | $239,203.5 | $287,668.04 | $48,464.54 | 20.26% |
Menachem Striks Morton Capital Management LLC/CA | 2,569 | $204,082 | $202,360.13 | -$1,721.87 | -0.84% |
David Vollmer PFS Partners, LLC | 167 | $11,414.51 | $13,154.59 | $1,740.08 | 15.24% |
Angela Kelley HTLF Bank | 3,145 | $205,368.41 | $247,731.65 | $42,363.24 | 20.63% |
Amir Har-El Savvy Advisors, Inc. | 24,029 | $1.71M | $1.89M | $187,735.67 | 11.01% |
Owen McCabe Tyche Wealth Partners LLC | 3,886 | $258,841.96 | $306,100.22 | $47,258.26 | 18.26% |
Jeff Ramsey Quotient Wealth Partners, LLC | 27,628 | $1.73M | $2.18M | $441,378.93 | 25.44% |
CARL LYMANGOOD Petros Family Wealth, LLC | 4,720 | $337,076.46 | $371,794.4 | $34,717.94 | 10.3% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,077 | $251,688.62 | $321,145.29 | $69,456.67 | 27.6% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 605 | $39,440.25 | $47,655.85 | $8,215.6 | 20.83% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 637 | $50,607 | $50,176.49 | -$430.51 | -0.85% |
Taylor Wagner Valued Wealth Advisors LLC | 156 | $10,619.25 | $12,288.12 | $1,668.87 | 15.72% |
Darin Sadow Freestone Grove Partners LP | 1.3M | $94.27M | $102.36M | $8.09M | 8.58% |
| MG Melissa Glennie Capital Management Associates, Inc | 63,998 | $4.99M | $5.04M | $48,249.15 | 0.97% |
Julie Beswick Advantage Trust Co | 200 | $16,060 | $15,754 | -$306 | -1.91% |
Wayne Atkins VCI Wealth Management LLC | 17,122 | $1.35M | $1.35M | $1,835.07 | 0.14% |