| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 30,197 | $8.01M | $7.36M | -$645,802.55 | -8.06% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 47,475 | $11.3M | $11.62M | $328,106.92 | 2.9% |
Charles Corkery PUREfi Wealth, LLC | 894 | $292,250.26 | $217,912.5 | -$74,337.76 | -25.44% |
James Rankin Modern Wealth Management, LLC | 1,472 | $350,188.16 | $354,192.64 | $4,004.48 | 1.14% |
Amir Har-El Savvy Advisors, Inc. | 5,246 | $1.38M | $1.27M | -$113,189.56 | -8.2% |
David W. Lewis Lewis Asset Management, LLC | 1,167 | $276,292 | $284,806.35 | $8,514.35 | 3.08% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 26 | $7,555 | $6,383 | -$1,172 | -15.51% |
Owen McCabe Tyche Wealth Partners LLC | 1,794 | $619,282.89 | $437,816.73 | -$181,466.16 | -29.3% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,112 | $279,749.97 | $270,955.48 | -$8,794.49 | -3.14% |
CARL LYMANGOOD Petros Family Wealth, LLC | 5,660 | $1.43M | $1.39M | -$38,807.26 | -2.72% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 740 | $185,621.99 | $178,606.4 | -$7,015.59 | -3.78% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 132 | $29,790.98 | $31,645.68 | $1,854.7 | 6.23% |
Jeffrey McGrath Cetera Trust Company, N.A | 43 | $9,057 | $10,493.93 | $1,436.93 | 15.87% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 405 | $85,297 | $98,734.95 | $13,437.95 | 15.75% |
Jonathon Gold Gold Investment Management Ltd. | 1,738 | $402,842.38 | $423,411.56 | $20,569.18 | 5.11% |
Taylor Wagner Valued Wealth Advisors LLC | 25 | $8,629 | $6,212.25 | -$2,416.75 | -28.01% |
Steven JE Manders BKM Wealth Management, LLC | 7,013 | $1.61M | $1.71M | $98,531.85 | 6.11% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 12,615 | $2.67M | $3.07M | $399,771.64 | 14.95% |
| MG Melissa Glennie Capital Management Associates, Inc | 700 | $235,821.54 | $171,563 | -$64,258.54 | -27.25% |
Cody Gehman Stonebridge Financial Group, LLC | 19,974 | $4.31M | $4.87M | $566,626.44 | 13.16% |