| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 1,575 | $324,626.82 | $257,402.25 | -$67,224.57 | -20.71% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,055 | $3.41M | $2.83M | -$586,362.16 | -17.17% |
Robert Shea NEOS Investment Management LLC | 603,691 | $118.21M | $98.66M | -$19.55M | -16.54% |
RENEE PILKENTON Exchange Bank | 1,755 | $227,851.67 | $293,822.1 | $65,970.43 | 28.95% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 1,490 | $242,692.37 | $247,123.95 | $4,431.58 | 1.83% |
James Rankin Modern Wealth Management, LLC | 2,917 | $511,707.81 | $486,613.94 | -$25,093.87 | -4.9% |
David Vollmer PFS Partners, LLC | 25 | $5,367 | $4,086.53 | -$1,280.47 | -23.86% |
Benj Foor Frazier Financial Advisors, LLC | 53 | $8,925.73 | $8,664.7 | -$261.03 | -2.92% |
Amir Har-El Savvy Advisors, Inc. | 8,209 | $1.71M | $1.37M | -$334,550.94 | -19.62% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 375 | $66,840.28 | $61,158.75 | -$5,681.53 | -8.5% |
United Advisor Group LLC United Advisor Group, LLC | 1,730 | $349,703.21 | $283,028 | -$66,675.21 | -19.07% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,953 | $508,251.23 | $486,359.1 | -$21,892.13 | -4.31% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 86 | $14,837.79 | $14,360.28 | -$477.51 | -3.22% |
Jeffrey McGrath Cetera Trust Company, N.A | 7,825 | $1.32M | $1.29M | -$28,637.57 | -2.17% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 25 | $3,961.5 | $4,126.25 | $164.75 | 4.16% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,823 | $1.22M | $965,453.4 | -$254,871.66 | -20.89% |
Taylor Wagner Valued Wealth Advisors LLC | 234 | $34,279.05 | $38,247.3 | $3,968.25 | 11.58% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 1,750 | $296,154.6 | $292,110 | -$4,044.6 | -1.37% |
Darin Sadow Freestone Grove Partners LP | 1 | $178 | $167.04 | -$10.96 | -6.16% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,320 | $232,637.53 | $218,664.6 | -$13,972.93 | -6.01% |