| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sandeep Sharma SYNTAX RESEARCH, INC. | 67 | $34,103.35 | $27,764.8 | -$6,338.55 | -18.59% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,928 | $2.58M | $2.46M | -$127,555.19 | -4.94% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,448 | $1.28M | $1.01M | -$267,688.82 | -20.88% |
| AK Alisha Kamadia United Community Bank | 945 | $412,365.65 | $377,111.7 | -$35,253.95 | -8.55% |
Mark Romin Lakeshore Financial Planning, Inc. | 530 | $220,692 | $219,631.99 | -$1,060.01 | -0.48% |
Courtney Haddad Concurrent Investment Advisors, LLC | 26,969 | $13.11M | $11.18M | -$1.93M | -14.72% |
Robert Shea NEOS Investment Management LLC | 146,956 | $62.46M | $60.07M | -$2.39M | -3.83% |
RENEE PILKENTON Exchange Bank | 482 | $200,335 | $199,740.8 | -$594.2 | -0.3% |
Teresa Douberly Burford Brothers, Inc. | 2,799 | $1.37M | $1.16M | -$208,215.18 | -15.22% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 49,469 | $19.5M | $20.5M | $1M | 5.13% |
Savoie Capital LLC Savoie Capital LLC | 20,500 | $6.4M | $8.5M | $2.1M | 32.83% |
Charles Corkery PUREfi Wealth, LLC | 3,743 | $1.3M | $1.55M | $252,437.83 | 19.44% |
Mark Weber DecisionMap Wealth Management, LLC | 659 | $273,900 | $273,089.59 | -$810.41 | -0.3% |
Riley Stephenson Stephenson & Company, Inc. | 679 | $282,213 | $281,377.59 | -$835.41 | -0.3% |
James Rankin Modern Wealth Management, LLC | 6,669 | $3.12M | $2.68M | -$442,914.84 | -14.19% |
KKM Financial LLC KKM Financial LLC | 38,062 | $16.07M | $15.29M | -$782,025.55 | -4.87% |
Joseph C. Gissy Tactive Advisors, LLC | 535 | $222,361 | $221,703.99 | -$657.01 | -0.3% |
David Vollmer PFS Partners, LLC | 33 | $9,528.15 | $13,675.2 | $4,147.05 | 43.52% |
Benj Foor Frazier Financial Advisors, LLC | 1,120 | $449,064.42 | $455,907.2 | $6,842.78 | 1.52% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 923 | $301,442.74 | $382,491.19 | $81,048.45 | 26.89% |