| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 63,814 | $5.83M | $4.52M | -$1.31M | -22.48% |
David Vollmer PFS Partners, LLC | 27 | $2,366.32 | $1,912.41 | -$453.91 | -19.18% |
Benj Foor Frazier Financial Advisors, LLC | 140 | $12,929.96 | $9,918.3 | -$3,011.66 | -23.29% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 39 | $2,792 | $2,766.66 | -$25.34 | -0.91% |
Jeff Ramsey Quotient Wealth Partners, LLC | 7,788 | $667,873.94 | $554,116.2 | -$113,757.74 | -17.03% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 50 | $4,743.39 | $3,513 | -$1,230.39 | -25.94% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 154 | $13,894.68 | $10,986.36 | -$2,908.32 | -20.93% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 6,559 | $553,825.05 | $461,753.6 | -$92,071.45 | -16.62% |
Taylor Wagner Valued Wealth Advisors LLC | 17 | $1,520.99 | $1,212.78 | -$308.21 | -20.26% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 3,167 | $283,749.89 | $223,273.5 | -$60,476.39 | -21.31% |
Curtis Burkholder Bare Financial Services, Inc | 112 | $8,019 | $7,884.8 | -$134.2 | -1.67% |
Keisuke Ichihara Rakuten Securities, Inc. | 90 | $6,495.3 | $6,420.6 | -$74.7 | -1.15% |
Joshua Stipcich Tidemark, LLC | 55 | $4,239 | $3,852.47 | -$386.53 | -9.12% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,311 | $278,444.99 | $235,461.76 | -$42,983.23 | -15.44% |
Rob Dainard Hara Capital LLC | 195 | $20,257 | $13,905.45 | -$6,351.55 | -31.35% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,128 | $204,226.15 | $147,066.08 | -$57,160.07 | -27.99% |
Matthew Stead Sachetta, LLC | 28 | $2,158.45 | $1,966.3 | -$192.15 | -8.9% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 128 | $9,866.91 | $9,011.2 | -$855.71 | -8.67% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 950 | $84,997.25 | $67,288.5 | -$17,708.75 | -20.83% |
Kelly Richert Clayton Financial Group LLC | 175 | $11,256 | $12,469.62 | $1,213.62 | 10.78% |