| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Petersen Prosperitas Financial LLC | 4,364 | $219,596 | $188,393.88 | -$31,202.12 | -14.21% |
Robert Shea NEOS Investment Management LLC | 107,162 | $4.09M | $4.62M | $527,388.68 | 12.88% |
James Rankin Modern Wealth Management, LLC | 7,638 | $371,138 | $329,350.56 | -$41,787.44 | -11.26% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 158,530 | $5.81M | $6.84M | $1.04M | 17.82% |
David Vollmer PFS Partners, LLC | 700 | $24,542 | $30,184 | $5,642 | 22.99% |
Benj Foor Frazier Financial Advisors, LLC | 18 | $877.11 | $776.16 | -$100.95 | -11.51% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 13,994 | $633,952.51 | $602,161.82 | -$31,790.69 | -5.01% |
Amir Har-El Savvy Advisors, Inc. | 16,805 | $625,420.06 | $721,606.7 | $96,186.64 | 15.38% |
Ann Keitner Quantum Portfolio Management LLC | 5,445 | $203,643.16 | $234,788.4 | $31,145.24 | 15.29% |
United Advisor Group LLC United Advisor Group, LLC | 4,291 | $157,188.09 | $185,027.92 | $27,839.83 | 17.71% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 8,126 | $360,693.87 | $350,393.12 | -$10,300.75 | -2.86% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 377 | $13,765.41 | $16,188.38 | $2,422.97 | 17.6% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 392 | $19,725 | $16,832.48 | -$2,892.52 | -14.66% |
Taylor Wagner Valued Wealth Advisors LLC | 336 | $15,830.82 | $14,427.84 | -$1,402.98 | -8.86% |
| CPC Charles P. Cocke Jr LB Partners LLC | 10,000 | $503,200 | $431,200 | -$72,000 | -14.31% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 6,142 | $299,546.6 | $263,737.48 | -$35,809.12 | -11.95% |
Keisuke Ichihara Rakuten Securities, Inc. | 118 | $4,413.17 | $5,065.15 | $651.98 | 14.77% |
Joshua Stipcich Tidemark, LLC | 8 | $403 | $343.4 | -$59.6 | -14.79% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 12,271 | $522,690.29 | $526,732.67 | $4,042.38 | 0.77% |
Rob Dainard Hara Capital LLC | 600 | $30,108.05 | $25,755 | -$4,353.05 | -14.46% |