| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 35,980 | $2M | $1.93M | -$77,169 | -3.85% |
Robert Shea NEOS Investment Management LLC | 96,521 | $5.43M | $5.17M | -$265,111.7 | -4.88% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 12,051 | $668,965.9 | $645,090.03 | -$23,875.87 | -3.57% |
RENEE PILKENTON Exchange Bank | 2,484 | $135,253.8 | $132,968.52 | -$2,285.28 | -1.69% |
Savoie Capital LLC Savoie Capital LLC | 6,666 | $372,562.74 | $356,830.98 | -$15,731.76 | -4.22% |
James Rankin Modern Wealth Management, LLC | 7,847 | $431,319.69 | $420,049.91 | -$11,269.78 | -2.61% |
KKM Financial LLC KKM Financial LLC | 6,732 | $363,729.96 | $360,363.96 | -$3,366 | -0.93% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 6,110 | $347,809.32 | $327,068.3 | -$20,741.02 | -5.96% |
Benj Foor Frazier Financial Advisors, LLC | 5 | $272.25 | $267.65 | -$4.6 | -1.69% |
Amir Har-El Savvy Advisors, Inc. | 11,962 | $671,798.8 | $640,325.86 | -$31,472.94 | -4.68% |
Joseph Morrison Sentry LLC | 5,351 | $343,063 | $286,439.03 | -$56,623.97 | -16.51% |
Owen McCabe Tyche Wealth Partners LLC | 10,029 | $541,866.87 | $536,852.37 | -$5,014.5 | -0.93% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,223 | $239,560.6 | $226,057.19 | -$13,503.41 | -5.64% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,986 | $217,037.7 | $213,370.58 | -$3,667.12 | -1.69% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 474 | $26,902.92 | $25,373.22 | -$1,529.7 | -5.69% |
Jeffrey McGrath Cetera Trust Company, N.A | 176 | $9,836.64 | $9,421.28 | -$415.36 | -4.22% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 504 | $28,147.01 | $26,979.12 | -$1,167.89 | -4.15% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 781 | $42,525.45 | $41,806.93 | -$718.52 | -1.69% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,083 | $167,869.35 | $165,032.99 | -$2,836.36 | -1.69% |
Taylor Wagner Valued Wealth Advisors LLC | 32 | $1,810.01 | $1,712.96 | -$97.05 | -5.36% |