| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sandeep Sharma SYNTAX RESEARCH, INC. | 1,798 | $79,236.38 | $39,789.74 | -$39,446.64 | -49.78% |
Brian Glenn Premier Path Wealth Partners, LLC | 40,969 | $1.66M | $897,221.1 | -$765,591.79 | -46.04% |
| AK Alisha Kamadia United Community Bank | 32,159 | $1.21M | $707,498 | -$500,103.68 | -41.41% |
Courtney Haddad Concurrent Investment Advisors, LLC | 223,089 | $6.61M | $4.89M | -$1.72M | -26.05% |
Robert Shea NEOS Investment Management LLC | 2.74M | $89.56M | $60.44M | -$29.12M | -32.52% |
Savoie Capital LLC Savoie Capital LLC | 168,817.54 | $7.4M | $3.66M | -$3.74M | -50.54% |
James Rankin Modern Wealth Management, LLC | 21,379 | $762,401.65 | $462,748.45 | -$299,653.2 | -39.3% |
Menachem Striks Morton Capital Management LLC/CA | 10,001 | $278,506.56 | $221,201.12 | -$57,305.44 | -20.58% |
David Vollmer PFS Partners, LLC | 2,673 | $113,314.23 | $58,953.01 | -$54,361.22 | -47.97% |
Benj Foor Frazier Financial Advisors, LLC | 300 | $13,152.33 | $6,613.5 | -$6,538.83 | -49.72% |
Angela Kelley HTLF Bank | 16,258.95 | $712,807.54 | $361,680.25 | -$351,127.29 | -49.26% |
Amir Har-El Savvy Advisors, Inc. | 32,699 | $1.07M | $709,404.8 | -$359,831.92 | -33.65% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,828 | $93,977.01 | $84,251.6 | -$9,725.41 | -10.35% |
Jeff Ramsey Quotient Wealth Partners, LLC | 16,142 | $614,069.41 | $357,061.04 | -$257,008.37 | -41.85% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3,298 | $135,418.21 | $71,484.15 | -$63,934.06 | -47.21% |
Jeffrey McGrath Cetera Trust Company, N.A | 18,980 | $819,157.44 | $420,976.4 | -$398,181.04 | -48.61% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,867.25 | $80,437.4 | $41,410.19 | -$39,027.21 | -48.52% |
Jonathon Gold Gold Investment Management Ltd. | 996 | $43,674.6 | $22,180.92 | -$21,493.68 | -49.21% |
Taylor Wagner Valued Wealth Advisors LLC | 988 | $40,263.25 | $21,647.08 | -$18,616.17 | -46.24% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 50,363.47 | $2.04M | $1.09M | -$948,223.4 | -46.49% |