| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sandeep Sharma SYNTAX RESEARCH, INC. | 1,750 | $66,080 | $123,497.5 | $57,417.5 | 86.89% |
Brian Glenn Premier Path Wealth Partners, LLC | 39,145 | $2.31M | $2.76M | $452,011.76 | 19.56% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 4,930 | $240,258.96 | $357,967.3 | $117,708.34 | 48.99% |
| AK Alisha Kamadia United Community Bank | 3,220 | $223,659.44 | $227,235.4 | $3,575.96 | 1.6% |
Greg Werlinich Werlinich Asset Management, LLC | 34,150 | $1.81M | $2.48M | $679,282.26 | 37.62% |
Mark Romin Lakeshore Financial Planning, Inc. | 3,987 | $284,671.9 | $290,592.49 | $5,920.59 | 2.08% |
Courtney Haddad Concurrent Investment Advisors, LLC | 258,154 | $21.94M | $18.74M | -$3.19M | -14.56% |
Mark Petersen Prosperitas Financial LLC | 72,264 | $5.4M | $5.26M | -$143,728.77 | -2.66% |
Robert Shea NEOS Investment Management LLC | 3.23M | $313.25M | $227.91M | -$85.33M | -27.24% |
RENEE PILKENTON Exchange Bank | 4,240 | $374,104.06 | $299,216.8 | -$74,887.26 | -20.02% |
Charles Corkery PUREfi Wealth, LLC | 5,892 | $565,358.96 | $415,798.44 | -$149,560.52 | -26.45% |
Mark Weber DecisionMap Wealth Management, LLC | 3,012 | $274,817.34 | $212,556.84 | -$62,260.5 | -22.66% |
James Rankin Modern Wealth Management, LLC | 51,264 | $4.28M | $3.74M | -$547,313.15 | -12.78% |
KKM Financial LLC KKM Financial LLC | 59,744 | $4.33M | $4.21M | -$121,842.8 | -2.81% |
Joseph C. Gissy Tactive Advisors, LLC | 8,067 | $759,385.45 | $569,288.19 | -$190,097.26 | -25.03% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,880 | $284,383.95 | $203,241.6 | -$81,142.35 | -28.53% |
Menachem Striks Morton Capital Management LLC/CA | 4,867 | $448,609.64 | $343,464.19 | -$105,145.45 | -23.44% |
David Vollmer PFS Partners, LLC | 790 | $52,718.14 | $55,750.3 | $3,032.16 | 5.75% |
Benj Foor Frazier Financial Advisors, LLC | 322 | $30,960.36 | $22,723.54 | -$8,236.82 | -26.6% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 30,720 | $2.65M | $2.17M | -$483,154.55 | -18.22% |