| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa S. Kampmann Kampmann Melissa S. | 25,654 | $4.37M | $3.79M | -$582,473.32 | -13.32% |
Brian Glenn Premier Path Wealth Partners, LLC | 7,779 | $1.15M | $1.16M | $11,856.48 | 1.03% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 7,401 | $1.11M | $1.09M | -$17,862.13 | -1.61% |
| AK Alisha Kamadia United Community Bank | 2,679 | $400,205.63 | $401,943.76 | $1,738.13 | 0.43% |
Mark Romin Lakeshore Financial Planning, Inc. | 2,805 | $409,885.79 | $414,340.57 | $4,454.78 | 1.09% |
Courtney Haddad Concurrent Investment Advisors, LLC | 179,251 | $27.18M | $26.73M | -$450,148.38 | -1.66% |
Robert Shea NEOS Investment Management LLC | 342,694 | $53.6M | $50.62M | -$2.98M | -5.56% |
RENEE PILKENTON Exchange Bank | 23,182 | $3.52M | $3.42M | -$100,466.25 | -2.85% |
Teresa Douberly Burford Brothers, Inc. | 12,846 | $1.89M | $1.9M | $11,939.67 | 0.63% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 8,085 | $1.22M | $1.21M | -$10,726.7 | -0.88% |
Savoie Capital LLC Savoie Capital LLC | 6,414 | $1.04M | $947,444.01 | -$93,227.99 | -8.96% |
Charles Corkery PUREfi Wealth, LLC | 4,472 | $738,089.96 | $660,581.48 | -$77,508.48 | -10.5% |
Mark Weber DecisionMap Wealth Management, LLC | 8,363 | $1.38M | $1.25M | -$131,629.58 | -9.55% |
James Rankin Modern Wealth Management, LLC | 64,412 | $9.98M | $9.54M | -$439,475.82 | -4.4% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 55,383 | $9.55M | $8.18M | -$1.37M | -14.33% |
Menachem Striks Morton Capital Management LLC/CA | 23,093 | $3.87M | $3.41M | -$465,940.97 | -12.03% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 3,021 | $514,844.72 | $446,609.53 | -$68,235.19 | -13.25% |
David Vollmer PFS Partners, LLC | 945 | $148,258.34 | $139,973.4 | -$8,284.94 | -5.59% |
Benj Foor Frazier Financial Advisors, LLC | 4,264 | $629,996.53 | $638,896.44 | $8,899.91 | 1.41% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,561 | $405,845.1 | $384,239.63 | -$21,605.47 | -5.32% |