| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 1,335 | $768,945.08 | $350,023.65 | -$418,921.43 | -54.48% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 612 | $435,497.24 | $160,460.28 | -$275,036.96 | -63.15% |
| AK Alisha Kamadia United Community Bank | 371 | $51,676.05 | $97,272.49 | $45,596.44 | 88.24% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,568 | $4.09M | $1.83M | -$2.26M | -55.17% |
Robert Shea NEOS Investment Management LLC | 227,667 | $120.85M | $59.69M | -$61.16M | -50.61% |
Riley Stephenson Stephenson & Company, Inc. | 500 | $257,615 | $138,335 | -$119,280 | -46.3% |
James Rankin Modern Wealth Management, LLC | 1,422 | $640,626.73 | $393,346.53 | -$247,280.2 | -38.6% |
Amir Har-El Savvy Advisors, Inc. | 2,237 | $1.3M | $619,246.34 | -$678,044.29 | -52.27% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2 | $1,030.5 | $554.12 | -$476.38 | -46.23% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,022 | $433,445.65 | $267,958.18 | -$165,487.47 | -38.18% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,367 | $843,319.57 | $358,413.73 | -$484,905.84 | -57.5% |
Taylor Wagner Valued Wealth Advisors LLC | 30 | $13,278.47 | $8,320.2 | -$4,958.27 | -37.34% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 463 | $295,449.59 | $126,065.64 | -$169,383.95 | -57.33% |
Curtis Burkholder Bare Financial Services, Inc | 30 | $15,977.47 | $8,378.7 | -$7,598.77 | -47.56% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,496 | $668,899.15 | $692,103.36 | $23,204.21 | 3.47% |
Joshua Stipcich Tidemark, LLC | 2 | $913 | $553.74 | -$359.26 | -39.35% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 972 | $324,562.08 | $254,848.68 | -$69,713.4 | -21.48% |
Jaran Day OPINICUS CAPITAL, INC. | 600 | $195,295.75 | $166,404 | -$28,891.75 | -14.79% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 30 | $15,801 | $8,311.2 | -$7,489.8 | -47.4% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,666 | $919,890.57 | $737,188.99 | -$182,701.58 | -19.86% |