| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Salvatore Pitti Pitti Group Wealth Management LLC | 13,361 | $159,206.8 | $164,273.49 | $5,066.69 | 3.18% |
Caroline Jankowski Operose Advisors LLC | 115 | $1,508.8 | $1,385.75 | -$123.05 | -8.16% |
Ana-Maria Ignat Covestor Ltd | 3,861 | $38,774.51 | $47,528.91 | $8,754.4 | 22.58% |
Kathryn Brown Morton Brown Family Wealth LLC | 74 | $1,028.6 | $891.7 | -$136.9 | -13.31% |
Lonny Elfenbein West Michigan Advisors LLC | 17,687 | $211,541.22 | $213,128.35 | $1,587.13 | 0.75% |
| CB Catherine Bluvol Next Level Private LLC | 188,982 | $2.11M | $2.29M | $180,508.47 | 8.57% |
Andrew Burkey Joseph Group Capital Management | 1,014 | $14,094.6 | $12,218.7 | -$1,875.9 | -13.31% |
Sean Reitenbach Prosperity Consulting Group LLC | 121,878 | $1.43M | $1.47M | $41,766.28 | 2.93% |
Kathleen Thornhill Confluence Wealth Services Inc. | 14,985 | $208,291.5 | $180,569.25 | -$27,722.25 | -13.31% |
Bill McVay Red Tortoise LLC | 466 | $4,673.98 | $5,615.3 | $941.32 | 20.14% |
Samantha Pierangeli City State Bank | 32,754 | $381,735.85 | $400,908.96 | $19,173.11 | 5.02% |
| TA Thomas Anderton 626 Financial LLC | 30,094 | $377,710.3 | $362,632.7 | -$15,077.6 | -3.99% |
W. Travis McKinney HB Wealth Management LLC | 126,058 | $1.46M | $1.55M | $96,589.54 | 6.64% |
| LF Lukas Feh LGT Group Foundation | 17,565 | $229,633.42 | $212,536.5 | -$17,096.92 | -7.45% |
Timothy Taylor TCM Advisors LLC | 161,905 | $3.13M | $1.99M | -$1.14M | -36.46% |
Jeremy Baltz Raleigh Capital Management Inc. | 117 | $1,492.04 | $1,409.85 | -$82.19 | -5.51% |
| LWL Leo Wealth LLC Leo Wealth LLC | 15,208 | $177,213.44 | $183,256.4 | $6,042.96 | 3.41% |
William Jollie Quent Capital LLC | 6,158 | $74,084.68 | $75,804.98 | $1,720.3 | 2.32% |
Timothy R. Guthrie Bullseye Investment Management LLC | 379 | $4,972.48 | $4,566.95 | -$405.53 | -8.16% |
Marc H. Stone Tyler-Stone Wealth Management | 30,148 | $425,682.7 | $363,283.4 | -$62,399.3 | -14.66% |