| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Megan Claucherty Kodai Capital Management LP | 114,657 | $17.69M | $13.14M | -$4.55M | -25.71% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 1,700 | $196,061.21 | $194,854 | -$1,207.21 | -0.62% |
| AK Alisha Kamadia United Community Bank | 3,525 | $431,813.11 | $402,801.75 | -$29,011.36 | -6.72% |
Courtney Haddad Concurrent Investment Advisors, LLC | 25,516 | $3.26M | $2.92M | -$339,311.23 | -10.42% |
Robert Shea NEOS Investment Management LLC | 237,306 | $28.82M | $27.12M | -$1.7M | -5.91% |
James Rankin Modern Wealth Management, LLC | 15,126 | $1.82M | $1.73M | -$87,695.51 | -4.83% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,630 | $193,270.01 | $186,830.6 | -$6,439.41 | -3.33% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 5,563 | $743,360.42 | $635,684.01 | -$107,676.41 | -14.49% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,958 | $352,669.98 | $338,010.66 | -$14,659.32 | -4.16% |
Amir Har-El Savvy Advisors, Inc. | 6,055 | $717,271.41 | $692,016.87 | -$25,254.54 | -3.52% |
Owen McCabe Tyche Wealth Partners LLC | 3,118 | $397,698.37 | $356,293.86 | -$41,404.51 | -10.41% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 469 | $52,867.47 | $53,601.31 | $733.84 | 1.39% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 486 | $44,770 | $55,544.21 | $10,774.21 | 24.07% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 51,809 | $6.03M | $5.94M | -$84,490.38 | -1.4% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,897 | $543,232 | $673,959.28 | $130,727.28 | 24.06% |
Taylor Wagner Valued Wealth Advisors LLC | 54 | $8,292.3 | $6,171.58 | -$2,120.72 | -25.57% |
Cody Gehman Stonebridge Financial Group, LLC | 49,972 | $6.33M | $5.71M | -$622,045.92 | -9.82% |
Curtis Burkholder Bare Financial Services, Inc | 44 | $4,266.39 | $5,040.64 | $774.25 | 18.15% |
Simon Batten Prevatt Capital Ltd | 245,000 | $22.57M | $28M | $5.43M | 24.06% |
Keisuke Ichihara Rakuten Securities, Inc. | 9 | $949.33 | $1,031.04 | $81.71 | 8.61% |