| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 7 | $461.61 | $293.44 | -$168.17 | -36.43% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,354 | $422,292.75 | $284,468.58 | -$137,824.17 | -32.64% |
Robert Shea NEOS Investment Management LLC | 84,179 | $5.78M | $3.58M | -$2.2M | -38.08% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 8,908 | $535,293.71 | $398,811.16 | -$136,482.55 | -25.5% |
James Rankin Modern Wealth Management, LLC | 5,877 | $405,191.04 | $252,240.84 | -$152,950.2 | -37.75% |
David Vollmer PFS Partners, LLC | 51 | $3,372.29 | $2,283.27 | -$1,089.02 | -32.29% |
Benj Foor Frazier Financial Advisors, LLC | 97 | $4,550.52 | $4,123.47 | -$427.05 | -9.38% |
Ann Keitner Quantum Portfolio Management LLC | 7,025 | $273,132 | $301,513 | $28,381 | 10.39% |
Joseph Morrison Sentry LLC | 9,285 | $504,454.15 | $398,512.2 | -$105,941.95 | -21% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 34 | $2,259.64 | $1,522.18 | -$737.46 | -32.64% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 77 | $4,849 | $3,447.29 | -$1,401.71 | -28.91% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 52,031 | $2.48M | $2.33M | -$155,078.88 | -6.24% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 7,449 | $616,041.58 | $319,711.08 | -$296,330.5 | -48.1% |
Julie Beswick Advantage Trust Co | 112 | $4,355 | $5,014.24 | $659.24 | 15.14% |
Wayne Atkins VCI Wealth Management LLC | 31,670 | $1.43M | $1.4M | -$25,751.68 | -1.8% |
Curtis Burkholder Bare Financial Services, Inc | 226 | $11,148.45 | $10,118.02 | -$1,030.43 | -9.24% |
Keisuke Ichihara Rakuten Securities, Inc. | 270 | $10,650.25 | $11,318.4 | $668.15 | 6.27% |
Rob Dainard Hara Capital LLC | 16,356 | $640,692.76 | $695,293.56 | $54,600.8 | 8.52% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,797 | $124,821.2 | $75,330.24 | -$49,490.96 | -39.65% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 250 | $9,961.6 | $10,730 | $768.4 | 7.71% |