| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 5,044 | $1.32M | $1.14M | -$185,275.1 | -14.01% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 4,393 | $1.48M | $988,073.56 | -$491,309.73 | -33.21% |
| AK Alisha Kamadia United Community Bank | 976 | $315,225.88 | $219,302.32 | -$95,923.56 | -30.43% |
Courtney Haddad Concurrent Investment Advisors, LLC | 70,109 | $17.37M | $15.77M | -$1.6M | -9.19% |
Robert Shea NEOS Investment Management LLC | 100,045 | $27.76M | $22.49M | -$5.27M | -18.97% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 112,243 | $13.97M | $25.37M | $11.4M | 81.62% |
Charles Corkery PUREfi Wealth, LLC | 1,978 | $655,432.11 | $449,619.18 | -$205,812.93 | -31.4% |
Mark Weber DecisionMap Wealth Management, LLC | 1,662 | $377,885.8 | $376,027.5 | -$1,858.3 | -0.49% |
James Rankin Modern Wealth Management, LLC | 3,242 | $944,363.93 | $732,076.02 | -$212,287.91 | -22.48% |
David Vollmer PFS Partners, LLC | 39 | $11,197.1 | $8,767.98 | -$2,429.12 | -21.69% |
Benj Foor Frazier Financial Advisors, LLC | 10,897 | $3.3M | $2.45M | -$845,814.6 | -25.65% |
Angela Kelley HTLF Bank | 1,278 | $442,967.64 | $290,329.65 | -$152,637.99 | -34.46% |
Lydia Gallas Harbour Trust & Investment Management Co | 8,879 | $3.12M | $2.01M | -$1.11M | -35.56% |
Amir Har-El Savvy Advisors, Inc. | 6,493 | $1.78M | $1.46M | -$322,522.08 | -18.12% |
Ann Keitner Quantum Portfolio Management LLC | 1,547 | $409,323.08 | $347,239.62 | -$62,083.46 | -15.17% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,907 | $509,955.27 | $430,848.51 | -$79,106.76 | -15.51% |
Owen McCabe Tyche Wealth Partners LLC | 2,921 | $819,528.72 | $662,088.44 | -$157,440.28 | -19.21% |
United Advisor Group LLC United Advisor Group, LLC | 2,319 | $379,707.23 | $520,522.74 | $140,815.51 | 37.09% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,965 | $689,526.6 | $443,136.97 | -$246,389.63 | -35.73% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,952 | $2.09M | $1.35M | -$735,174.16 | -35.22% |