| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 19,596 | $10.12M | $6.92M | -$3.19M | -31.56% |
Robert Shea NEOS Investment Management LLC | 269,580 | $127.57M | $106.05M | -$21.52M | -16.87% |
Teresa Douberly Burford Brothers, Inc. | 687 | $233,698.26 | $242,737.7 | $9,039.44 | 3.87% |
Charles Corkery PUREfi Wealth, LLC | 806 | $391,161.94 | $284,783.97 | -$106,377.97 | -27.2% |
Mark Weber DecisionMap Wealth Management, LLC | 1,431 | $569,080 | $505,615.22 | -$63,464.78 | -11.15% |
James Rankin Modern Wealth Management, LLC | 2,408 | $1.08M | $949,980.1 | -$131,537.2 | -12.16% |
KKM Financial LLC KKM Financial LLC | 14,325 | $5.7M | $5.65M | -$45,409.97 | -0.8% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,034 | $1.47M | $1.07M | -$400,891.42 | -27.22% |
David Vollmer PFS Partners, LLC | 1 | $567 | $353.33 | -$213.67 | -37.68% |
Benj Foor Frazier Financial Advisors, LLC | 17 | $7,837 | $6,687.46 | -$1,149.54 | -14.67% |
Amir Har-El Savvy Advisors, Inc. | 3,125 | $1.59M | $1.1M | -$489,280.25 | -30.71% |
David W. Lewis Lewis Asset Management, LLC | 1,373 | $470,138.87 | $485,122.08 | $14,983.21 | 3.19% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 598 | $169,229.21 | $211,291.33 | $42,062.12 | 24.86% |
United Advisor Group LLC United Advisor Group, LLC | 2,648 | $1.11M | $935,617.81 | -$176,806.61 | -15.89% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,609 | $633,953.51 | $568,507.95 | -$65,445.56 | -10.32% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,305 | $1.15M | $814,425.63 | -$331,463.68 | -28.93% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,525 | $581,701.71 | $538,828.23 | -$42,873.48 | -7.37% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 16 | $5,398 | $5,653.28 | $255.28 | 4.73% |
PETER KRUSSEL Southland Equity Partners LLC | 518 | $232,231.75 | $183,024.93 | -$49,206.82 | -21.19% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 5,150 | $1.81M | $1.82M | $4,700.89 | 0.26% |