| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 502 | $122,482.05 | $116,032.28 | -$6,449.77 | -5.27% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,463 | $1.28M | $1.09M | -$184,598.16 | -14.44% |
Robert Shea NEOS Investment Management LLC | 162,276 | $44.32M | $37.51M | -$6.81M | -15.37% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 5,160 | $1.31M | $1.27M | -$49,207.01 | -3.74% |
James Rankin Modern Wealth Management, LLC | 1,570 | $441,599.14 | $382,703.2 | -$58,895.94 | -13.34% |
Amir Har-El Savvy Advisors, Inc. | 1,186 | $335,827.99 | $288,779.14 | -$47,048.85 | -14.01% |
Ann Keitner Quantum Portfolio Management LLC | 1,162 | $339,595 | $268,584.68 | -$71,010.32 | -20.91% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 80 | $15,554 | $19,406.4 | $3,852.4 | 24.77% |
Taylor Wagner Valued Wealth Advisors LLC | 43 | $11,346.61 | $10,473.08 | -$873.53 | -7.7% |
Darin Sadow Freestone Grove Partners LP | 55,253 | $13.23M | $13.44M | $212,724.05 | 1.61% |
Curtis Burkholder Bare Financial Services, Inc | 25 | $6,759.71 | $6,129 | -$630.71 | -9.33% |
Keisuke Ichihara Rakuten Securities, Inc. | 374 | $89,440.44 | $91,158.76 | $1,718.32 | 1.92% |
Joshua Stipcich Tidemark, LLC | 9 | $2,661.92 | $2,177.01 | -$484.91 | -18.22% |
Christy Clarin Portfolio Design Labs, LLC | 1,615 | $439,404.08 | $372,144.43 | -$67,259.65 | -15.31% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,726 | $1.36M | $1.15M | -$210,152.67 | -15.47% |
Craig Silberg EVERPAR ADVISORS LLC | 1,140 | $291,888.45 | $263,499.6 | -$28,388.85 | -9.73% |
Matthew Stead Sachetta, LLC | 108 | $24,874.08 | $26,237.52 | $1,363.44 | 5.48% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 58 | $13,885.69 | $14,219.28 | $333.59 | 2.4% |
Scott Noble Boomfish Wealth Group, LLC | 3,563 | $906,996.45 | $867,447.98 | -$39,548.47 | -4.36% |
Chandler te Velde Maia Wealth LLC | 2,064 | $577,382.25 | $477,072.96 | -$100,309.29 | -17.37% |