| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sandeep Sharma SYNTAX RESEARCH, INC. | 1,700 | $196,061.21 | $187,790.5 | -$8,270.71 | -4.22% |
| AK Alisha Kamadia United Community Bank | 3,635 | $442,629.42 | $399,922.7 | -$42,706.72 | -9.65% |
Courtney Haddad Concurrent Investment Advisors, LLC | 24,130 | $3.09M | $2.67M | -$416,822.99 | -13.49% |
Robert Shea NEOS Investment Management LLC | 267,050 | $31.75M | $29.42M | -$2.32M | -7.31% |
James Rankin Modern Wealth Management, LLC | 20,564 | $2.35M | $2.31M | -$44,513.76 | -1.89% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,630 | $193,270.01 | $179,674.9 | -$13,595.11 | -7.03% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 5,548 | $741,573.77 | $614,606.89 | -$126,966.88 | -17.12% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,856 | $340,520.76 | $315,702.24 | -$24,818.52 | -7.29% |
Amir Har-El Savvy Advisors, Inc. | 4,922 | $582,916.63 | $551,362.44 | -$31,554.19 | -5.41% |
Owen McCabe Tyche Wealth Partners LLC | 3,128 | $398,681.51 | $344,611.76 | -$54,069.75 | -13.56% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 348 | $38,478.74 | $38,969.6 | $490.86 | 1.28% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 51,604 | $6M | $5.72M | -$284,068.5 | -4.73% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 12,202 | $1.17M | $1.35M | $184,020.05 | 15.76% |
Taylor Wagner Valued Wealth Advisors LLC | 59 | $8,780.18 | $6,587.05 | -$2,193.13 | -24.98% |
Darin Sadow Freestone Grove Partners LP | 140,420 | $13.81M | $15.73M | $1.93M | 13.95% |
Cody Gehman Stonebridge Financial Group, LLC | 49,845 | $6.32M | $5.49M | -$822,294.49 | -13.02% |
Curtis Burkholder Bare Financial Services, Inc | 99 | $9,674.72 | $10,967.22 | $1,292.5 | 13.36% |
Simon Batten Prevatt Capital Ltd | 245,000 | $22.57M | $27M | $4.43M | 19.65% |
Keisuke Ichihara Rakuten Securities, Inc. | 4 | $388.5 | $446.58 | $58.08 | 14.95% |
Joshua Stipcich Tidemark, LLC | 319 | $37,813.67 | $35,676.96 | -$2,136.71 | -5.65% |