| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JA Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 489 | $137,468.46 | $123,540.96 | -$13,927.5 | -10.13% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 6,128 | $1.3M | $1.55M | $247,885.67 | 19.06% |
| KS Kristi Shields ROGCO, LP | 2,521 | $557,602.54 | $636,905.44 | $79,302.9 | 14.22% |
| SCL Syon Capital LLC SYON CAPITAL LLC | 4,786 | $1.12M | $1.21M | $90,662.9 | 8.11% |
| MC Megan Claucherty Kodai Capital Management LP | 108,721 | $25.25M | $27.47M | $2.22M | 8.79% |
| BG Brian Glenn Premier Path Wealth Partners, LLC | 1,974 | $443,250.54 | $498,711.36 | $55,460.82 | 12.51% |
| AK Alisha Kamadia United Community Bank | 124 | $33,547.09 | $31,327.36 | -$2,219.73 | -6.62% |
| CH Courtney Haddad Concurrent Investment Advisors, LLC | 71,999 | $19.42M | $18.19M | -$1.23M | -6.34% |
| RS Robert Shea NEOS Investment Management LLC | 53,883 | $13.41M | $13.61M | $206,743.89 | 1.54% |
| CC Charles Corkery PUREfi Wealth, LLC | 1,378 | $371,098.05 | $348,137.92 | -$22,960.13 | -6.19% |
| JR James Rankin Modern Wealth Management, LLC | 14,170 | $3.13M | $3.58M | $448,174.59 | 14.31% |
| KFL KKM Financial LLC KKM Financial LLC | 20,822 | $5.02M | $5.26M | $241,485.43 | 4.81% |
| BTW BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 776 | $205,865 | $196,048.64 | -$9,816.36 | -4.77% |
| BF Benj Foor Frazier Financial Advisors, LLC | 1 | $296 | $252.64 | -$43.36 | -14.65% |
| AR Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 17,486 | $3.72M | $4.42M | $700,886.21 | 18.86% |
| AH Amir Har-El Savvy Advisors, Inc. | 3,171 | $872,448.43 | $801,121.44 | -$71,326.99 | -8.17% |
| ANT Andrea N. Thompson WEST PACES ADVISORS INC. | 2,521 | $500,013.84 | $636,905.44 | $136,891.6 | 27.38% |
| OM Owen McCabe Tyche Wealth Partners LLC | 2,484 | $683,090.56 | $627,557.76 | -$55,532.8 | -8.13% |
| JR Jeff Ramsey Quotient Wealth Partners, LLC | 1,688 | $360,704.74 | $426,456.32 | $65,751.58 | 18.23% |
| PGT Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,387 | $565,435.11 | $603,051.68 | $37,616.57 | 6.65% |