| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 165,639 | $11.03M | $6.15M | -$4.87M | -44.2% |
Robert Shea NEOS Investment Management LLC | 192,868 | $13.73M | $6.81M | -$6.92M | -50.41% |
David Vollmer PFS Partners, LLC | 69 | $8,416.16 | $2,435.7 | -$5,980.46 | -71.06% |
Benj Foor Frazier Financial Advisors, LLC | 1,044 | $66,492.18 | $36,853.2 | -$29,638.98 | -44.58% |
Lydia Gallas Harbour Trust & Investment Management Co | 12,733 | $1.35M | $449,474.9 | -$901,359.69 | -66.73% |
Amir Har-El Savvy Advisors, Inc. | 11,467 | $732,582.26 | $429,840.49 | -$302,741.77 | -41.33% |
Joseph Morrison Sentry LLC | 7,200 | $883,008 | $254,160 | -$628,848 | -71.22% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,409 | $96,664.61 | $88,976.41 | -$7,688.2 | -7.95% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,751 | $667,444.7 | $238,310.3 | -$429,134.4 | -64.3% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,752 | $119,557.81 | $103,076.16 | -$16,481.65 | -13.79% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 2,438 | $264,693.66 | $86,061.4 | -$178,632.26 | -67.49% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 18,145 | $1.07M | $641,062.85 | -$428,495.75 | -40.06% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 9,780 | $374,484.4 | $363,229.2 | -$11,255.2 | -3.01% |
Taylor Wagner Valued Wealth Advisors LLC | 89 | $4,020.94 | $3,319.7 | -$701.24 | -17.44% |
Kent Keister Bear Mountain Capital, Inc. | 28 | $3,039.96 | $989.24 | -$2,050.72 | -67.46% |
Curtis Burkholder Bare Financial Services, Inc | 308 | $14,957.56 | $11,439.12 | -$3,518.44 | -23.52% |
Keisuke Ichihara Rakuten Securities, Inc. | 7,643 | $538,863.89 | $285,122.11 | -$253,741.78 | -47.09% |
Joshua Stipcich Tidemark, LLC | 121 | $10,000.35 | $4,509.67 | -$5,490.68 | -54.9% |
Rob Dainard Hara Capital LLC | 1,600 | $86,834.77 | $56,480 | -$30,354.77 | -34.96% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 158 | $8,345.76 | $5,889.45 | -$2,456.31 | -29.43% |