| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 160,097 | $25.46M | $20.79M | -$4.67M | -18.33% |
Robert Shea NEOS Investment Management LLC | 275,413 | $51.19M | $40.07M | -$11.12M | -21.73% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 4,230 | $1.03M | $549,350.1 | -$482,761.66 | -46.77% |
RENEE PILKENTON Exchange Bank | 5,733 | $880,019.44 | $744,544.71 | -$135,474.73 | -15.39% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 3,274 | $441,932.09 | $425,194.38 | -$16,737.71 | -3.79% |
Charles Corkery PUREfi Wealth, LLC | 2,956 | $514,841.41 | $383,895.72 | -$130,945.69 | -25.43% |
James Rankin Modern Wealth Management, LLC | 48,820 | $7.17M | $7.35M | $175,043.62 | 2.44% |
KKM Financial LLC KKM Financial LLC | 85,947 | $13.17M | $12.94M | -$237,130.61 | -1.8% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 6,068 | $844,944.77 | $788,051.16 | -$56,893.61 | -6.73% |
Menachem Striks Morton Capital Management LLC/CA | 8,480 | $882,451.25 | $1.1M | $218,846.35 | 24.8% |
David Vollmer PFS Partners, LLC | 115 | $17,512.29 | $14,935.05 | -$2,577.24 | -14.72% |
Benj Foor Frazier Financial Advisors, LLC | 924 | $107,642.45 | $135,772.56 | $28,130.11 | 26.13% |
Angela Kelley HTLF Bank | 55,591 | $5.86M | $7.22M | $1.36M | 23.18% |
Lydia Gallas Harbour Trust & Investment Management Co | 28,217 | $2.97M | $3.66M | $689,623.45 | 23.18% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,433 | $210,010 | $186,103.71 | -$23,906.29 | -11.38% |
Amir Har-El Savvy Advisors, Inc. | 19,251 | $3.18M | $2.5M | -$681,831.81 | -21.43% |
Ann Keitner Quantum Portfolio Management LLC | 2,075 | $580,474.97 | $312,329 | -$268,145.97 | -46.19% |
Joseph Morrison Sentry LLC | 1,736 | $247,235.93 | $261,302.72 | $14,066.79 | 5.69% |
David W. Lewis Lewis Asset Management, LLC | 19,010 | $3.53M | $2.47M | -$1.06M | -29.97% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,564 | $186,685.52 | $332,986.68 | $146,301.16 | 78.37% |