| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 22 | $1,175.02 | $1,229.14 | $54.12 | 4.61% |
Courtney Haddad Concurrent Investment Advisors, LLC | 45,169 | $2.64M | $2.53M | -$108,991.22 | -4.13% |
Mark Petersen Prosperitas Financial LLC | 6,531 | $367,929.38 | $362,895.01 | -$5,034.37 | -1.37% |
Robert Shea NEOS Investment Management LLC | 338,166 | $19.96M | $18.9M | -$1.05M | -5.28% |
James Rankin Modern Wealth Management, LLC | 16,821 | $952,459.26 | $938,611.8 | -$13,847.46 | -1.45% |
Joseph C. Gissy Tactive Advisors, LLC | 9,076 | $479,422.83 | $508,619.04 | $29,196.21 | 6.09% |
David Vollmer PFS Partners, LLC | 142 | $8,196.16 | $7,944.9 | -$251.26 | -3.07% |
Lydia Gallas Harbour Trust & Investment Management Co | 9,394 | $515,826.81 | $527,191.28 | $11,364.47 | 2.2% |
Amir Har-El Savvy Advisors, Inc. | 13,390 | $798,974.07 | $745,421.3 | -$53,552.77 | -6.7% |
Owen McCabe Tyche Wealth Partners LLC | 4,623 | $265,834.34 | $259,072.92 | -$6,761.42 | -2.54% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,520 | $215,354.03 | $197,260.8 | -$18,093.23 | -8.4% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 7,824 | $449,856.06 | $438,456.96 | -$11,399.1 | -2.53% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 678 | $38,536.67 | $37,866.3 | -$670.37 | -1.74% |
Jeffrey McGrath Cetera Trust Company, N.A | 4,035 | $227,500.84 | $226,121.4 | -$1,379.44 | -0.61% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 143 | $7,897 | $8,020.87 | $123.87 | 1.57% |
Jonathon Gold Gold Investment Management Ltd. | 54,739 | $3.15M | $3.08M | -$68,207.31 | -2.17% |
PETER KRUSSEL Southland Equity Partners LLC | 48,864 | $2.79M | $2.74M | -$48,108.05 | -1.73% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 33,178 | $1.8M | $1.86M | $61,866.22 | 3.43% |
Jon Deven Mouton CAP Partners, LLC | 8,670 | $495,401.28 | $486,777.15 | -$8,624.13 | -1.74% |
Taylor Wagner Valued Wealth Advisors LLC | 25 | $1,585.71 | $1,402 | -$183.71 | -11.59% |