| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 4,382 | $2.19M | $2.04M | -$149,966.58 | -6.86% |
| AK Alisha Kamadia United Community Bank | 1,046 | $517,157.06 | $481,473.8 | -$35,683.26 | -6.9% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,467 | $5.26M | $4.4M | -$868,542.6 | -16.5% |
Robert Shea NEOS Investment Management LLC | 54,991 | $28.37M | $25.3M | -$3.08M | -10.85% |
James Rankin Modern Wealth Management, LLC | 5,422 | $3.11M | $2.49M | -$619,238.1 | -19.89% |
Benj Foor Frazier Financial Advisors, LLC | 127 | $65,045.66 | $59,005.47 | -$6,040.19 | -9.29% |
Angela Kelley HTLF Bank | 1,346 | $717,534.76 | $625,365.06 | -$92,169.7 | -12.85% |
Lydia Gallas Harbour Trust & Investment Management Co | 14,818 | $7.88M | $6.88M | -$996,805.44 | -12.65% |
Amir Har-El Savvy Advisors, Inc. | 2,305 | $1.28M | $1.07M | -$208,764.01 | -16.35% |
Joseph Morrison Sentry LLC | 965 | $555,429.03 | $446,756.4 | -$108,672.63 | -19.57% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 502 | $247,256.78 | $233,234.22 | -$14,022.56 | -5.67% |
Owen McCabe Tyche Wealth Partners LLC | 2,367 | $1.26M | $1.09M | -$168,409.75 | -13.41% |
United Advisor Group LLC United Advisor Group, LLC | 1,044 | $531,208.48 | $480,240 | -$50,968.48 | -9.59% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,257 | $685,830.51 | $587,169.84 | -$98,660.67 | -14.39% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,497 | $802,255.8 | $687,661.92 | -$114,593.88 | -14.28% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 240 | $120,328.85 | $111,568.8 | -$8,760.05 | -7.28% |
Jeffrey McGrath Cetera Trust Company, N.A | 4,591 | $2.44M | $2.13M | -$306,958.63 | -12.58% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 42 | $23,249 | $19,513.62 | -$3,735.38 | -16.07% |
Jonathon Gold Gold Investment Management Ltd. | 233 | $123,674 | $108,254.13 | -$15,419.87 | -12.47% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 352 | $173,019 | $163,454.72 | -$9,564.28 | -5.53% |