| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 1,793 | $379,870.73 | $372,603.33 | -$7,267.4 | -1.91% |
Lindsey Seagraves Carson Advisory Inc. | 3,244 | $811,727.06 | $717,735 | -$93,992.06 | -11.58% |
Penny A. Phillips Journey Strategic Wealth LLC | 5,624 | $1.38M | $1.17M | -$210,115.88 | -15.24% |
Russell Kartub Insight Inv LLC | 6,545 | $1.66M | $1.36M | -$302,938.21 | -18.22% |
| DD Donald Davey Disciplined Equity Management Inc. | 1,190 | $262,347.4 | $247,293.9 | -$15,053.5 | -5.74% |
G. Adam Parmer Enhancing Capital LLC | 2,500 | $646,200 | $553,125 | -$93,075 | -14.4% |
Tyler Glazier New Millennium Group LLC | 120 | $26,455.2 | $24,937.2 | -$1,518 | -5.74% |
Salvatore Pitti Pitti Group Wealth Management LLC | 3,188 | $627,519.55 | $688,512.36 | $60,992.81 | 9.72% |
Caroline Jankowski Operose Advisors LLC | 3,328 | $828,725.89 | $718,748.16 | -$109,977.73 | -13.27% |
Tracy A. Zullo Zullo Investment Group Inc. | 4,320 | $787,173.9 | $897,739.2 | $110,565.3 | 14.05% |
Ana-Maria Ignat Covestor Ltd | 140 | $31,018.17 | $31,269 | $250.83 | 0.81% |
Kathryn Brown Morton Brown Family Wealth LLC | 8 | $1,846.6 | $1,662.48 | -$184.12 | -9.97% |
Lonny Elfenbein West Michigan Advisors LLC | 863 | $203,909.64 | $179,340.03 | -$24,569.61 | -12.05% |
John Gorlow Cardiff Park Advisors LLC | 3,652 | $934,242.77 | $797,852.44 | -$136,390.33 | -14.6% |
Stefan Demuth Ameliora Wealth Management Ltd. | 708 | $168,741.52 | $147,129.48 | -$21,612.04 | -12.81% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 12,353 | $3.01M | $2.67M | -$348,330.19 | -11.56% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 6,581 | $1.33M | $1.37M | $33,456.74 | 2.51% |
D. Patrick Franklin First International Bank & Trust | 1,002 | $259,306.21 | $208,225.62 | -$51,080.59 | -19.7% |
Andrew Burkey Joseph Group Capital Management | 1,187 | $264,289.63 | $259,240.8 | -$5,048.83 | -1.91% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,349 | $833,999.27 | $723,283.53 | -$110,715.74 | -13.28% |