| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 5,837 | $2.01M | $1.72M | -$288,419.9 | -14.33% |
Greg Werlinich Werlinich Asset Management, LLC | 2,464 | $727,872.08 | $752,246.88 | $24,374.8 | 3.35% |
Mark Romin Lakeshore Financial Planning, Inc. | 1,717 | $538,298.99 | $526,105.97 | -$12,193.02 | -2.27% |
Courtney Haddad Concurrent Investment Advisors, LLC | 135,438 | $47.2M | $41.75M | -$5.45M | -11.55% |
Robert Shea NEOS Investment Management LLC | 161,689 | $59.01M | $47.78M | -$11.23M | -19.03% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 4,452 | $1.66M | $1.37M | -$283,550.08 | -17.12% |
RENEE PILKENTON Exchange Bank | 2,572 | $841,157.91 | $760,051.72 | -$81,106.19 | -9.64% |
Teresa Douberly Burford Brothers, Inc. | 2,634 | $914,096.91 | $774,185.31 | -$139,911.6 | -15.31% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 715 | $233,854.18 | $211,289.66 | -$22,564.52 | -9.65% |
Savoie Capital LLC Savoie Capital LLC | 19,115 | $6.07M | $5.86M | -$213,346.53 | -3.51% |
Charles Corkery PUREfi Wealth, LLC | 4,976 | $1.85M | $1.46M | -$388,669.37 | -21% |
Mark Weber DecisionMap Wealth Management, LLC | 2,289 | $884,503.22 | $676,422.39 | -$208,080.83 | -23.53% |
Riley Stephenson Stephenson & Company, Inc. | 921 | $320,219.37 | $280,398.45 | -$39,820.92 | -12.44% |
James Rankin Modern Wealth Management, LLC | 22,187 | $8.13M | $6.79M | -$1.34M | -16.46% |
KKM Financial LLC KKM Financial LLC | 33,798 | $11.87M | $9.93M | -$1.93M | -16.3% |
Joseph C. Gissy Tactive Advisors, LLC | 1,257 | $445,578.01 | $369,457.45 | -$76,120.56 | -17.08% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,586 | $597,136.41 | $466,157.14 | -$130,979.27 | -21.93% |
Menachem Striks Morton Capital Management LLC/CA | 4,132 | $1.61M | $1.22M | -$391,166.93 | -24.26% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 10,713 | $4.34M | $3.17M | -$1.18M | -27.07% |
David Vollmer PFS Partners, LLC | 1,475 | $598,360.07 | $435,877.26 | -$162,482.81 | -27.15% |