| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Jones BARLOW WEALTH PARTNERS, INC. | 5,070 | $247,075.28 | $363,569.7 | $116,494.42 | 47.15% |
| AK Alisha Kamadia United Community Bank | 2,780 | $185,437.21 | $199,353.8 | $13,916.59 | 7.5% |
Greg Werlinich Werlinich Asset Management, LLC | 34,150 | $1.81M | $2.45M | $643,424.76 | 35.64% |
Mark Romin Lakeshore Financial Planning, Inc. | 7,967 | $656,942.67 | $571,313.57 | -$85,629.1 | -13.03% |
Courtney Haddad Concurrent Investment Advisors, LLC | 223,668 | $19.48M | $16.04M | -$3.44M | -17.65% |
Mark Petersen Prosperitas Financial LLC | 63,597 | $4.78M | $4.56M | -$223,375.58 | -4.67% |
Robert Shea NEOS Investment Management LLC | 2.93M | $291.82M | $210.07M | -$81.74M | -28.01% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 6,536 | $793,478.99 | $468,696.56 | -$324,782.43 | -40.93% |
RENEE PILKENTON Exchange Bank | 4,250 | $374,813.33 | $304,767.5 | -$70,045.83 | -18.69% |
Charles Corkery PUREfi Wealth, LLC | 5,892 | $565,358.96 | $422,515.32 | -$142,843.64 | -25.27% |
Mark Weber DecisionMap Wealth Management, LLC | 3,012 | $274,817.34 | $215,990.52 | -$58,826.82 | -21.41% |
James Rankin Modern Wealth Management, LLC | 33,380 | $3.01M | $2.39M | -$612,323.29 | -20.37% |
KKM Financial LLC KKM Financial LLC | 2,220 | $207,021.66 | $159,196.2 | -$47,825.46 | -23.1% |
Joseph C. Gissy Tactive Advisors, LLC | 7,707 | $734,335.89 | $552,668.97 | -$181,666.92 | -24.74% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,880 | $284,383.95 | $206,524.8 | -$77,859.15 | -27.38% |
Menachem Striks Morton Capital Management LLC/CA | 4,867 | $448,609.64 | $349,012.57 | -$99,597.07 | -22.2% |
David Vollmer PFS Partners, LLC | 790 | $52,718.14 | $56,650.9 | $3,932.76 | 7.46% |
Benj Foor Frazier Financial Advisors, LLC | 322 | $30,960.36 | $23,866.64 | -$7,093.72 | -22.91% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 30,720 | $2.65M | $2.2M | -$448,133.75 | -16.9% |
Lydia Gallas Harbour Trust & Investment Management Co | 9,510 | $466,819.84 | $681,962.1 | $215,142.26 | 46.09% |