| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Russell Kartub Insight Inv LLC | 62,900 | $3.11M | $3.07M | -$41,739.8 | -1.34% |
Lonny Elfenbein West Michigan Advisors LLC | 6,943 | $335,421.24 | $338,367.1 | $2,945.86 | 0.88% |
D. Patrick Franklin First International Bank & Trust | 205,968 | $10.16M | $10.04M | -$120,327.05 | -1.18% |
Sean Reitenbach Prosperity Consulting Group LLC | 23,068 | $1.14M | $1.13M | -$11,589.96 | -1.02% |
| TA Thomas Anderton 626 Financial LLC | 9,451 | $451,111.82 | $465,367.24 | $14,255.42 | 3.16% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 258,802 | $12.77M | $12.63M | -$145,361.2 | -1.14% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,189 | $57,649.27 | $57,981.58 | $332.31 | 0.58% |
| LWL Leo Wealth LLC Leo Wealth LLC | 7,682 | $382,638 | $374,497.5 | -$8,140.5 | -2.13% |
Marc H. Stone Tyler-Stone Wealth Management | 17,654 | $861,235.83 | $860,720.77 | -$515.06 | -0.06% |
Dalila Toledo Ascent Group LLC | 15,900 | $792,694.5 | $775,602 | -$17,092.5 | -2.16% |
| EM Erin Mccann Simplicity Wealth LLC | 29,376 | $1.46M | $1.43M | -$24,801.35 | -1.7% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 53,042 | $2.62M | $2.59M | -$32,636.99 | -1.25% |
Daniel Bennett APS Management Group Inc. | 43,678 | $2.18M | $2.13M | -$44,151.7 | -2.03% |
Randy Smith Fairway Financial LLC | 145,852 | $7.12M | $7.11M | -$4,792.47 | -0.07% |
| DW Darren Woolson Asset Allocation Strategies LLC | 4,088 | $203,518 | $199,528.74 | -$3,989.26 | -1.96% |
Timothy Gerlach Novem Group | 5,553 | $276,587.64 | $270,708.75 | -$5,878.89 | -2.13% |
Amanda Hawley Atria Wealth Solutions Inc. | 51,739 | $2.52M | $2.52M | $4,769.66 | 0.19% |
Jeffrey Gilbert Balboa Wealth Partners | 5,436 | $271,688.79 | $265,032.18 | -$6,656.61 | -2.45% |
Nolan Baker Retirement Guys Formula LLC | 5,479 | $268,408.87 | $267,457.38 | -$951.49 | -0.35% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 7,674 | $382,241.94 | $374,299.35 | -$7,942.59 | -2.08% |