| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 328 | $69,513.34 | $60,958.8 | -$8,554.54 | -12.31% |
Jennifer Carlson Gould Capital LLC | 243 | $45,435.16 | $44,872.38 | -$562.78 | -1.24% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 3,182 | $484,558.36 | $595,018.09 | $110,459.73 | 22.8% |
Lindsey Seagraves Carson Advisory Inc. | 5,055 | $969,135.99 | $933,456.3 | -$35,679.69 | -3.68% |
David B. Short Investments & Financial Planning LLC | 1,056 | $186,912 | $197,376.96 | $10,464.96 | 5.6% |
Penny A. Phillips Journey Strategic Wealth LLC | 6,784 | $1.25M | $1.27M | $24,025.23 | 1.92% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 2,844 | $741,317.04 | $525,073.5 | -$216,243.54 | -29.17% |
Tyler Glazier New Millennium Group LLC | 13 | $2,366.13 | $2,400.58 | $34.45 | 1.46% |
Salvatore Pitti Pitti Group Wealth Management LLC | 10,402 | $1.91M | $1.95M | $30,651.78 | 1.6% |
Tracy A. Zullo Zullo Investment Group Inc. | 6,475 | $1.03M | $1.2M | $162,877.04 | 15.77% |
Ana-Maria Ignat Covestor Ltd | 145 | $27,430.81 | $27,365.85 | -$64.96 | -0.24% |
Kathryn Brown Morton Brown Family Wealth LLC | 66 | $11,815.62 | $12,187.56 | $371.94 | 3.15% |
Lonny Elfenbein West Michigan Advisors LLC | 1,040 | $206,991.2 | $192,046.4 | -$14,944.8 | -7.22% |
Stefan Demuth Ameliora Wealth Management Ltd. | 3,250 | $588,272.5 | $600,145 | $11,872.5 | 2.02% |
Daniel Flack Intrinsic Value Partners LLC | 3,086 | $621,273.55 | $577,652.91 | -$43,620.64 | -7.02% |
| CB Catherine Bluvol Next Level Private LLC | 35,614 | $5.75M | $6.64M | $888,512.55 | 15.44% |
D. Patrick Franklin First International Bank & Trust | 1,000 | $209,530 | $186,725.01 | -$22,804.99 | -10.88% |
Andrew Burkey Joseph Group Capital Management | 163 | $34,156.43 | $30,099.58 | -$4,056.85 | -11.88% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,353 | $675,452.45 | $619,164.98 | -$56,287.47 | -8.33% |
Kathleen Thornhill Confluence Wealth Services Inc. | 5,499 | $1.19M | $1.02M | -$174,923.19 | -14.69% |