| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 29,820 | $2.16M | $2.24M | $82,117.43 | 3.81% |
Robert Shea NEOS Investment Management LLC | 470,337 | $34.52M | $35.68M | $1.16M | 3.37% |
James Rankin Modern Wealth Management, LLC | 20,279 | $1.46M | $1.53M | $72,973.13 | 5.02% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,652 | $239,203.5 | $277,442.44 | $38,238.94 | 15.99% |
Menachem Striks Morton Capital Management LLC/CA | 2,569 | $204,082 | $194,910.03 | -$9,171.97 | -4.49% |
David Vollmer PFS Partners, LLC | 168 | $11,494.79 | $12,744.48 | $1,249.69 | 10.87% |
Angela Kelley HTLF Bank | 3,145 | $205,368.41 | $238,674.05 | $33,305.64 | 16.22% |
Amir Har-El Savvy Advisors, Inc. | 26,580 | $1.91M | $2M | $92,264.64 | 4.83% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 63 | $5,059 | $4,747.05 | -$311.95 | -6.17% |
Owen McCabe Tyche Wealth Partners LLC | 3,886 | $258,841.96 | $294,889.11 | $36,047.15 | 13.93% |
Jeff Ramsey Quotient Wealth Partners, LLC | 27,768 | $1.75M | $2.11M | $359,943.44 | 20.61% |
CARL LYMANGOOD Petros Family Wealth, LLC | 4,720 | $337,076.46 | $357,162.4 | $20,085.94 | 5.96% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,117 | $254,900.81 | $312,850.83 | $57,950.02 | 22.73% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 630 | $41,447.75 | $47,470.5 | $6,022.75 | 14.53% |
Taylor Wagner Valued Wealth Advisors LLC | 160 | $10,941.88 | $12,025.6 | $1,083.72 | 9.9% |
Darin Sadow Freestone Grove Partners LP | 798,283 | $60.14M | $60.18M | $40,724.35 | 0.07% |
| MG Melissa Glennie Capital Management Associates, Inc | 66,325 | $5.18M | $5.04M | -$140,358.52 | -2.71% |
Julie Beswick Advantage Trust Co | 200 | $16,060 | $15,180 | -$880 | -5.48% |
Wayne Atkins VCI Wealth Management LLC | 22,960 | $1.82M | $1.73M | -$90,331.39 | -4.98% |
Curtis Burkholder Bare Financial Services, Inc | 109 | $7,991.06 | $8,188.08 | $197.02 | 2.47% |