| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 8,275 | $1.52M | $1.43M | -$80,640.28 | -5.32% |
Robert Shea NEOS Investment Management LLC | 143,505 | $27.81M | $24.27M | -$3.54M | -12.72% |
Savoie Capital LLC Savoie Capital LLC | 5,650 | $1.04M | $979,484 | -$56,782.68 | -5.48% |
James Rankin Modern Wealth Management, LLC | 3,187 | $541,303.17 | $559,573.46 | $18,270.29 | 3.38% |
David Vollmer PFS Partners, LLC | 37 | $8,130.68 | $6,414.32 | -$1,716.36 | -21.11% |
Benj Foor Frazier Financial Advisors, LLC | 68 | $14,552.47 | $11,731.36 | -$2,821.11 | -19.39% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 4,707 | $1.02M | $816,005.52 | -$201,744.74 | -19.82% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,001 | $426,787.18 | $346,893.36 | -$79,893.82 | -18.72% |
Amir Har-El Savvy Advisors, Inc. | 5,030 | $930,996.33 | $872,000.8 | -$58,995.53 | -6.34% |
David W. Lewis Lewis Asset Management, LLC | 2,051 | $408,382.81 | $355,561.36 | -$52,821.45 | -12.93% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 220 | $35,985 | $38,139.2 | $2,154.2 | 5.99% |
Owen McCabe Tyche Wealth Partners LLC | 2,021 | $426,025.15 | $339,669.48 | -$86,355.67 | -20.27% |
United Advisor Group LLC United Advisor Group, LLC | 5,640 | $1.07M | $977,750.4 | -$96,309.21 | -8.97% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,862 | $357,983.6 | $322,796.32 | -$35,187.28 | -9.83% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,778 | $508,327.3 | $481,594.08 | -$26,733.22 | -5.26% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 494 | $105,944.61 | $85,639.84 | -$20,304.77 | -19.17% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,235 | $260,890.65 | $210,481.05 | -$50,409.6 | -19.32% |
Jonathon Gold Gold Investment Management Ltd. | 131 | $28,280 | $22,017.17 | -$6,262.83 | -22.15% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,703 | $505,806.86 | $468,592.08 | -$37,214.78 | -7.36% |
Taylor Wagner Valued Wealth Advisors LLC | 114 | $24,640.25 | $19,763.04 | -$4,877.21 | -19.79% |