| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Florian Peters denkapparat Operations GmbH | 6,252 | $663,086.26 | $621,011.16 | -$42,075.1 | -6.34% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 368 | $29,949.74 | $36,557.12 | $6,607.38 | 22.06% |
Brian Glenn Premier Path Wealth Partners, LLC | 19,781 | $1.87M | $1.97M | $92,756.43 | 4.95% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 6,607 | $715,038.77 | $656,009.03 | -$59,029.74 | -8.25% |
| AK Alisha Kamadia United Community Bank | 3,351 | $326,152.26 | $332,720.79 | $6,568.53 | 2.01% |
Mark Romin Lakeshore Financial Planning, Inc. | 2,186 | $177,387.11 | $217,157.24 | $39,770.13 | 22.42% |
Courtney Haddad Concurrent Investment Advisors, LLC | 85,251 | $9.37M | $8.47M | -$900,265.75 | -9.61% |
Robert Shea NEOS Investment Management LLC | 256,554 | $27.64M | $25.49M | -$2.15M | -7.78% |
RENEE PILKENTON Exchange Bank | 3,271 | $293,529.11 | $324,941.14 | $31,412.03 | 10.7% |
Teresa Douberly Burford Brothers, Inc. | 3,386 | $308,761.63 | $336,365.24 | $27,603.61 | 8.94% |
Mark Weber DecisionMap Wealth Management, LLC | 5,815 | $648,425.93 | $577,662.1 | -$70,763.83 | -10.91% |
James Rankin Modern Wealth Management, LLC | 13,273 | $1.53M | $1.32M | -$214,136.05 | -13.97% |
| BTW BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,518 | $254,067.98 | $250,062.58 | -$4,005.4 | -1.58% |
Menachem Striks Morton Capital Management LLC/CA | 4,968 | $683,598.74 | $493,521.12 | -$190,077.62 | -27.8% |
Benj Foor Frazier Financial Advisors, LLC | 1,115 | $113,826.5 | $110,786.4 | -$3,034.53 | -2.67% |
Angela Kelley HTLF Bank | 3,647 | $329,287.56 | $362,365.92 | $33,096.59 | 10.05% |
Lydia Gallas Harbour Trust & Investment Management Co | 14,844 | $1.5M | $1.47M | -$26,903.84 | -1.79% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,101 | $190,194.57 | $208,692.33 | $18,505.75 | 9.73% |
Amir Har-El Savvy Advisors, Inc. | 26,074 | $2.68M | $2.59M | -$95,399.67 | -3.55% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 4,817 | $610,990.08 | $478,279.93 | -$132,710.15 | -21.72% |