| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 272,812 | $4.17M | $144,590.36 | -$4.02M | -96.53% |
RENEE PILKENTON Exchange Bank | 22,481 | $922,462.56 | $11,914.93 | -$910,547.63 | -98.71% |
Teresa Douberly Burford Brothers, Inc. | 9,260 | $212,683.16 | $4,907.8 | -$207,775.36 | -97.69% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 17,396 | $631,437.96 | $9,219.88 | -$622,218.08 | -98.54% |
Savoie Capital LLC Savoie Capital LLC | 100,475 | $2.74M | $53,251.75 | -$2.68M | -98.05% |
Scott McMillan White Wing Wealth Management | 3,507 | $129,427.43 | $1,858.71 | -$127,568.72 | -98.56% |
Charles Corkery PUREfi Wealth, LLC | 3,533 | $7,563.93 | $1,872.49 | -$5,691.44 | -75.24% |
Mark Weber DecisionMap Wealth Management, LLC | 1,995 | $8,304.39 | $1,057.35 | -$7,247.04 | -87.27% |
Riley Stephenson Stephenson & Company, Inc. | 1,290 | $6,579 | $683.7 | -$5,895.3 | -89.61% |
James Rankin Modern Wealth Management, LLC | 80,362 | $196,424.55 | $42,591.86 | -$153,832.69 | -78.32% |
KKM Financial LLC KKM Financial LLC | 1,843 | $75,395.84 | $976.79 | -$74,419.05 | -98.7% |
Joseph C. Gissy Tactive Advisors, LLC | 1,168 | $5,956.8 | $619.04 | -$5,337.76 | -89.61% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,782 | $723.73 | $944.46 | $220.73 | 30.5% |
Menachem Striks Morton Capital Management LLC/CA | 4,015 | $114,311.93 | $2,127.95 | -$112,183.98 | -98.14% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 65,202 | $160,112.06 | $34,557.06 | -$125,555 | -78.42% |
David Vollmer PFS Partners, LLC | 3,929 | $69,852.29 | $2,082.37 | -$67,769.92 | -97.02% |
Benj Foor Frazier Financial Advisors, LLC | 905 | $16,761 | $479.65 | -$16,281.35 | -97.14% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 8,247 | $325,235.7 | $4,370.91 | -$320,864.79 | -98.66% |
Derek Ripp Austin Wealth Management, LLC | 1,554 | $58,657.53 | $823.62 | -$57,833.91 | -98.6% |
Angela Kelley HTLF Bank | 53,834 | $2.21M | $28,532.02 | -$2.18M | -98.71% |