| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 149,587 | $25.51M | $15.44M | -$10.06M | -39.45% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 4,592 | $854,786.09 | $474,078.08 | -$380,708.01 | -44.54% |
James Rankin Modern Wealth Management, LLC | 3,664 | $561,288.3 | $378,271.36 | -$183,016.94 | -32.61% |
David Vollmer PFS Partners, LLC | 25 | $2,482 | $2,617.5 | $135.5 | 5.46% |
Benj Foor Frazier Financial Advisors, LLC | 79 | $8,300 | $8,155.96 | -$144.04 | -1.74% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 15,676 | $1.64M | $1.64M | $2,351.58 | 0.14% |
Amir Har-El Savvy Advisors, Inc. | 9,416 | $1.54M | $972,107.84 | -$564,070.95 | -36.72% |
David W. Lewis Lewis Asset Management, LLC | 2,046 | $319,098.12 | $211,229.04 | -$107,869.08 | -33.8% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 65 | $6,453 | $6,805.5 | $352.5 | 5.46% |
United Advisor Group LLC United Advisor Group, LLC | 8,970 | $1.13M | $926,062.8 | -$208,208.65 | -18.36% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,623 | $583,578.51 | $374,038.52 | -$209,539.99 | -35.91% |
Raymond Debbane Siren, L.L.C. | 87,090 | $11.46M | $8.99M | -$2.47M | -21.54% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,970 | $345,429.95 | $203,382.8 | -$142,047.15 | -41.12% |
Jeffrey McGrath Cetera Trust Company, N.A | 35 | $4,945.01 | $3,613.4 | -$1,331.61 | -26.93% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,233 | $325,862.27 | $230,534.92 | -$95,327.35 | -29.25% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 15,267 | $2.1M | $1.58M | -$519,401.35 | -24.79% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 13,262 | $2.45M | $1.37M | -$1.08M | -44.14% |
Taylor Wagner Valued Wealth Advisors LLC | 164 | $23,537.3 | $16,931.36 | -$6,605.94 | -28.07% |
Darin Sadow Freestone Grove Partners LP | 801,689 | $98.48M | $82.77M | -$15.71M | -15.95% |
| CPC Charles P. Cocke Jr LB Partners LLC | 6,000 | $627,300 | $619,440 | -$7,860 | -1.25% |