| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 5 | $1,844.2 | $1,693.52 | -$150.68 | -8.17% |
Andrew Miller OLIO Financial Planning | 1,196 | $441,132.64 | $404,164.28 | -$36,968.36 | -8.38% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 8,101 | $2.55M | $2.64M | $97,182.18 | 3.81% |
Penny A. Phillips Journey Strategic Wealth LLC | 763 | $245,855.74 | $259,152.95 | $13,297.21 | 5.41% |
Ana-Maria Ignat Covestor Ltd | 101 | $32,677.38 | $34,035.99 | $1,358.61 | 4.16% |
Lonny Elfenbein West Michigan Advisors LLC | 660 | $225,379.1 | $215,483.39 | -$9,895.71 | -4.39% |
John Gorlow Cardiff Park Advisors LLC | 1,086 | $272,979.84 | $354,568.13 | $81,588.29 | 29.89% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 8,981 | $3.27M | $3.01M | -$256,984.35 | -7.86% |
| CB Catherine Bluvol Next Level Private LLC | 12,303 | $3.32M | $4.05M | $722,045.83 | 21.72% |
Bill McVay Red Tortoise LLC | 12 | $2,827.8 | $3,917.88 | $1,090.08 | 38.55% |
W. Travis McKinney HB Wealth Management LLC | 2,710 | $948,583.9 | $909,177.9 | -$39,406 | -4.15% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 900 | $300,258 | $295,965.01 | -$4,292.99 | -1.43% |
William Jollie Quent Capital LLC | 332 | $109,702.25 | $111,382.68 | $1,680.43 | 1.53% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 7,061 | $2.36M | $2.37M | $17,299.45 | 0.73% |
Michael Stulic Astoria Portfolio Advisors LLC | 786 | $264,384.11 | $256,621.13 | -$7,762.98 | -2.94% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 20 | $6,579.2 | $6,529.8 | -$49.4 | -0.75% |
CJ Harrison DecisionPoint Financial LLC | 1 | $361 | $335.49 | -$25.51 | -7.07% |
| JG John Ginter Callan Family Office LLC | 7,136 | $2.42M | $2.4M | -$19,638.56 | -0.81% |
Albert Moore First National Advisers LLC | 1,352 | $462,614.28 | $444,605.21 | -$18,009.07 | -3.89% |
Anita Woodhouse V-Square Quantitative Management LLC | 963 | $338,665.86 | $323,548.74 | -$15,117.12 | -4.46% |