| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 200 | $8,094 | $8,192 | $98 | 1.21% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 223,609 | $9.39M | $9.16M | -$232,565.37 | -2.48% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 21,492 | $883,874.41 | $880,312.32 | -$3,562.09 | -0.4% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 7,476 | $311,438.04 | $306,216.96 | -$5,221.08 | -1.68% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 10,697 | $434,291.56 | $439,004.88 | $4,713.32 | 1.09% |
Richard Slavik Newbridge Financial Services Group Inc. | 588 | $24,425.52 | $24,084.48 | -$341.04 | -1.4% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,974 | $201,297.78 | $203,934 | $2,636.22 | 1.31% |
Lonny Elfenbein West Michigan Advisors LLC | 30,902 | $1.04M | $1.27M | $230,334.62 | 22.14% |
| MWM Marion Wealth Management Marion Wealth Management | 7,857 | $320,495.59 | $324,572.67 | $4,077.08 | 1.27% |
Benjamin Cauley Carr Financial Group Corp. | 30,289 | $1.21M | $1.25M | $42,141.87 | 3.48% |
Brian Dechow SWAN Capital LLC | 723 | $29,907 | $29,657.46 | -$249.54 | -0.83% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 127,500 | $5.35M | $5.27M | -$84,692.64 | -1.58% |
| PIL PFG Investments LLC PFG Investments LLC | 6,757 | $273,456.26 | $277,070.78 | $3,614.52 | 1.32% |
Scott Boyce Decker Retirement Planning Inc. | 1,170 | $47,350 | $47,987.55 | $637.55 | 1.35% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,739 | $561,663 | $562,337.27 | $674.27 | 0.12% |
Berkeley Harrison Sterling Financial Group, Inc. | 528,577 | $16.21M | $21.65M | $5.44M | 33.57% |
Christopher C. Powers Farther Finance Advisors, LLC | 22,990 | $824,075.61 | $941,670.4 | $117,594.79 | 14.27% |
Amir Har-El Savvy Advisors, Inc. | 24,310 | $950,313.92 | $995,980.7 | $45,666.78 | 4.81% |
Jon Deven Mouton CAP Partners, LLC | 46,446 | $1.47M | $1.92M | $450,179.25 | 30.66% |
Joshua Stipcich Tidemark, LLC | 7,010 | $224,098.22 | $286,989.4 | $62,891.18 | 28.06% |