| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 12,204 | $259,845.43 | $259,884.18 | $38.75 | 0.01% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 63,013 | $1.35M | $1.34M | -$9,456.11 | -0.7% |
Lonny Elfenbein West Michigan Advisors LLC | 24,756 | $533,257.53 | $523,713.18 | -$9,544.35 | -1.79% |
Courtney Haddad Concurrent Investment Advisors, LLC | 196,104 | $4.26M | $4.15M | -$110,622.01 | -2.6% |