| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 16,852 | $3.49M | $2.94M | -$552,759.79 | -15.83% |
Teresa Douberly Burford Brothers, Inc. | 19,228 | $3.36M | $3.43M | $69,293.47 | 2.06% |
James Rankin Modern Wealth Management, LLC | 1,335 | $344,245 | $239,098.5 | -$105,146.5 | -30.54% |
Benj Foor Frazier Financial Advisors, LLC | 3 | $535 | $523.63 | -$11.37 | -2.13% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 9,760 | $2.25M | $1.72M | -$529,831.92 | -23.5% |
Amir Har-El Savvy Advisors, Inc. | 2,128 | $502,114 | $377,102.88 | -$125,011.12 | -24.9% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 26 | $6,135.07 | $4,513.08 | -$1,621.99 | -26.44% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 67 | $12,774.33 | $11,961.35 | -$812.98 | -6.36% |
Jeffrey McGrath Cetera Trust Company, N.A | 34 | $5,858 | $5,990.12 | $132.12 | 2.26% |
| WG William Garver Leibman Financial Services, Inc. | 17,172 | $2.84M | $3.07M | $234,185.99 | 8.25% |
Taylor Wagner Valued Wealth Advisors LLC | 2 | $499 | $345.28 | -$153.72 | -30.81% |
Darin Sadow Freestone Grove Partners LP | 30,449 | $7.19M | $5.44M | -$1.75M | -24.38% |
Keisuke Ichihara Rakuten Securities, Inc. | 188 | $32,935.17 | $32,464.78 | -$470.39 | -1.43% |
Joshua Stipcich Tidemark, LLC | 78 | $13,628.88 | $13,900.77 | $271.89 | 1.99% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 371 | $79,594.23 | $66,438.68 | -$13,155.55 | -16.53% |
Matthew Stead Sachetta, LLC | 62 | $13,977.48 | $11,063.5 | -$2,913.98 | -20.85% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 11,979 | $2.06M | $2.14M | $79,581.02 | 3.87% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 10 | $1,974 | $1,788.1 | -$185.9 | -9.42% |
Neil Greenspan Fielder Capital Group LLC | 1,078 | $254,365 | $190,261.61 | -$64,103.39 | -25.2% |
Alan Gilmore Private Wealth Management Group, LLC | 32 | $5,544.62 | $5,721.92 | $177.3 | 3.2% |