| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 6,883 | $973,673.37 | $745,773.05 | -$227,900.32 | -23.41% |
Courtney Haddad Concurrent Investment Advisors, LLC | 21,857 | $2.56M | $2.37M | -$191,986.8 | -7.5% |
Robert Shea NEOS Investment Management LLC | 46,880 | $5.8M | $5.08M | -$719,008.38 | -12.4% |
Savoie Capital LLC Savoie Capital LLC | 6,271 | $811,154 | $679,462.85 | -$131,691.15 | -16.24% |
James Rankin Modern Wealth Management, LLC | 3,788 | $474,465.78 | $410,429.8 | -$64,035.98 | -13.5% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,441 | $319,872.47 | $264,482.35 | -$55,390.12 | -17.32% |
Angela Kelley HTLF Bank | 2,490 | $302,559.63 | $269,791.5 | -$32,768.13 | -10.83% |
Amir Har-El Savvy Advisors, Inc. | 3,312 | $379,948.89 | $358,855.2 | -$21,093.69 | -5.55% |
David W. Lewis Lewis Asset Management, LLC | 5,746 | $683,569.31 | $622,579.1 | -$60,990.21 | -8.92% |
Owen McCabe Tyche Wealth Partners LLC | 3,524 | $425,481.2 | $381,825.4 | -$43,655.8 | -10.26% |
United Advisor Group LLC United Advisor Group, LLC | 3,636 | $367,377.57 | $393,960.6 | $26,583.03 | 7.24% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,692 | $423,647.7 | $400,028.2 | -$23,619.5 | -5.58% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 217 | $26,664.36 | $23,511.95 | -$3,152.41 | -11.82% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 280 | $33,614 | $30,338 | -$3,276 | -9.75% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 173 | $16,689 | $18,744.55 | $2,055.55 | 12.32% |
PETER KRUSSEL Southland Equity Partners LLC | 7,353 | $1.02M | $796,697.55 | -$219,462.01 | -21.6% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,694 | $352,785.74 | $291,894.9 | -$60,890.84 | -17.26% |
Taylor Wagner Valued Wealth Advisors LLC | 26 | $2,778.8 | $2,817.1 | $38.3 | 1.38% |
Darin Sadow Freestone Grove Partners LP | 486,963 | $46.98M | $52.76M | $5.79M | 12.31% |
| MG Melissa Glennie Capital Management Associates, Inc | 7,003 | $742,074.45 | $758,775.05 | $16,700.6 | 2.25% |