| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tyler Glazier New Millennium Group LLC | 334 | $34,705.94 | $35,013.22 | $307.28 | 0.89% |
Caroline Jankowski Operose Advisors LLC | 688 | $62,429.12 | $71,951.04 | $9,521.92 | 15.25% |
Tracy A. Zullo Zullo Investment Group Inc. | 3,636 | $398,102.72 | $382,034.52 | -$16,068.2 | -4.04% |
Joshua Moeller Hill Island Financial LLC | 2,281 | $273,700.17 | $238,934.75 | -$34,765.42 | -12.7% |
Brian Ramsay Wealthspan Partners LLC | 2,406 | $330,396.18 | $253,255.56 | -$77,140.62 | -23.35% |
Ana-Maria Ignat Covestor Ltd | 977 | $124,946.85 | $102,282.13 | -$22,664.72 | -18.14% |
Kathryn Brown Morton Brown Family Wealth LLC | 103 | $13,640.87 | $10,794.4 | -$2,846.47 | -20.87% |
Lonny Elfenbein West Michigan Advisors LLC | 8,643 | $1M | $904,835.67 | -$95,570.21 | -9.55% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 3,093 | $388,188.51 | $326,852.77 | -$61,335.74 | -15.8% |
John Gorlow Cardiff Park Advisors LLC | 4,531 | $462,975.24 | $474,894.11 | $11,918.87 | 2.57% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 19,868 | $1.8M | $2.08M | $278,350.68 | 15.44% |
| CC Cheung Chan Chemistry Wealth Management LLC | 2,305 | $260,661.43 | $241,748.4 | -$18,913.03 | -7.26% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 26,096 | $3.54M | $2.73M | -$813,661.84 | -22.99% |
Jay Richards Investment Advisory Group LLC | 2,836 | $352,327.05 | $296,435.45 | -$55,891.6 | -15.86% |
Andrew Burkey Joseph Group Capital Management | 589 | $75,197.35 | $61,765.48 | -$13,431.87 | -17.86% |
Sean Reitenbach Prosperity Consulting Group LLC | 13,805 | $1.47M | $1.44M | -$26,634.15 | -1.82% |
Kathleen Thornhill Confluence Wealth Services Inc. | 44,422 | $5M | $4.65M | -$353,714.48 | -7.07% |
James Langer Redmont Wealth Advisors LLC | 385 | $51,231.5 | $40,324.9 | -$10,906.6 | -21.29% |
Bill McVay Red Tortoise LLC | 78 | $9,067.58 | $8,142.42 | -$925.16 | -10.2% |
Samantha Pierangeli City State Bank | 4,943 | $544,904.58 | $518,372.41 | -$26,532.17 | -4.87% |