| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Sansoterra Highview Capital Management LLC/DE/ | 6,727 | $355,723.76 | $351,452.11 | -$4,271.65 | -1.2% |
Darby Barncord Martin Capital Advisors LLP | 3,960 | $203,068.8 | $206,890.2 | $3,821.4 | 1.88% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2,537 | $127,966.9 | $132,522.73 | $4,555.83 | 3.56% |
Candace Cavalier Congress Wealth Management LLC / DE / | 8,269 | $433,047.53 | $431,939.48 | -$1,108.05 | -0.26% |
Craig Kurth PCG Wealth Advisors LLC | 4,000 | $206,800 | $208,980 | $2,180 | 1.05% |
| JBR Jacob B. Rue Shore Point Advisors LLC | 134,168 | $7.09M | $7.01M | -$78,081.91 | -1.1% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 48,486 | $2.46M | $2.53M | $67,485.67 | 2.74% |
Katherine Saltonstall Sandy Cove Advisors LLC | 187,185 | $9.91M | $9.78M | -$135,835.5 | -1.37% |
Clint Dunn Beaird Harris Wealth Management LLC | 9,248 | $464,061.29 | $482,930.56 | $18,869.27 | 4.07% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 5,240 | $275,414.4 | $273,632.8 | -$1,781.6 | -0.65% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 346,029 | $18.26M | $18.07M | -$192,745.28 | -1.06% |
Lonny Elfenbein West Michigan Advisors LLC | 4,408 | $224,026.87 | $230,185.76 | $6,158.89 | 2.75% |
John Gorlow Cardiff Park Advisors LLC | 4,470 | $225,656.1 | $233,423.4 | $7,767.3 | 3.44% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 439,688 | $23.15M | $22.96M | -$190,447.77 | -0.82% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 38,771 | $2.06M | $2.02M | -$31,563.28 | -1.54% |
Jay Richards Investment Advisory Group LLC | 73,240 | $3.88M | $3.82M | -$57,354.27 | -1.48% |
D. Patrick Franklin First International Bank & Trust | 33,249 | $1.73M | $1.74M | $2,329.91 | 0.13% |
Cole Bruner Buska Wealth Management LLC | 59,567 | $3.12M | $3.11M | -$6,488.75 | -0.21% |
| GS Gery Sadzewicz Forum Private Client Group LLC | 13,512 | $693,517.66 | $705,596.64 | $12,078.98 | 1.74% |
| WTM W. Travis McKinney HB Wealth Management LLC | 12,873 | $674,918.91 | $671,777.5 | -$3,141.41 | -0.47% |