| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 72,242 | $1.54M | $1.5M | -$40,739.83 | -2.64% |
Lonny Elfenbein West Michigan Advisors LLC | 24,756 | $533,257.53 | $513,563.22 | -$19,694.31 | -3.69% |
Kevin Zemann WealthPlan Investment Management LLC | 19,424 | $403,436.48 | $403,145.12 | -$291.36 | -0.07% |
Courtney Haddad Concurrent Investment Advisors, LLC | 196,271 | $4.26M | $4.07M | -$188,183.29 | -4.41% |