| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 12,204 | $259,845.43 | $258,114.6 | -$1,730.83 | -0.67% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 63,013 | $1.35M | $1.33M | -$16,702.6 | -1.24% |
Lonny Elfenbein West Michigan Advisors LLC | 24,756 | $533,257.53 | $525,446.1 | -$7,811.43 | -1.46% |
Courtney Haddad Concurrent Investment Advisors, LLC | 196,104 | $4.26M | $4.16M | -$96,894.73 | -2.27% |