| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Ramsay Wealthspan Partners LLC | 7,103 | $1.86M | $1.95M | $82,368.43 | 4.42% |
Ana-Maria Ignat Covestor Ltd | 415 | $113,189.02 | $113,909.2 | $720.18 | 0.64% |
Kathryn Brown Morton Brown Family Wealth LLC | 1,674 | $486,723.28 | $453,051.38 | -$33,671.9 | -6.92% |
Lonny Elfenbein West Michigan Advisors LLC | 3,919 | $1.12M | $1.06M | -$57,869.34 | -5.17% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 2,194 | $667,886.3 | $593,784.18 | -$74,102.12 | -11.1% |
John Gorlow Cardiff Park Advisors LLC | 3,715 | $1.02M | $1.01M | -$2,432.97 | -0.24% |
| CC Cheung Chan Chemistry Wealth Management LLC | 1,641 | $429,421.84 | $444,120.26 | $14,698.42 | 3.42% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 1,423 | $380,943.44 | $377,849.19 | -$3,094.25 | -0.81% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 1,828 | $456,020.78 | $494,729.94 | $38,709.16 | 8.49% |
| JN John Nunn Paradigm Capital Management LLC/NV | 3,025 | $883,814.28 | $825,310.72 | -$58,503.56 | -6.62% |
D. Patrick Franklin First International Bank & Trust | 699 | $167,695.97 | $189,177.37 | $21,481.4 | 12.81% |
Andrew Burkey Joseph Group Capital Management | 147 | $45,070.93 | $40,278 | -$4,792.93 | -10.63% |
Sean Reitenbach Prosperity Consulting Group LLC | 17,354 | $4.95M | $4.78M | -$165,666.45 | -3.35% |
Kathleen Thornhill Confluence Wealth Services Inc. | 14,998 | $4.14M | $4.06M | -$81,306.6 | -1.96% |
James Langer Redmont Wealth Advisors LLC | 143 | $43,800.31 | $38,701.52 | -$5,098.79 | -11.64% |
Bill McVay Red Tortoise LLC | 24 | $6,324.72 | $6,495.36 | $170.64 | 2.7% |
Samantha Pierangeli City State Bank | 1,812 | $480,021.52 | $490,399.7 | $10,378.18 | 2.16% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 3,653 | $980,541.48 | $1M | $22,134 | 2.26% |
Roger Steed KRS Capital Management LLC | 2,104 | $563,827.83 | $569,426.58 | $5,598.75 | 0.99% |
| JCC Jason Cyril Crawshaw William Allan Corp | 6,958 | $1.88M | $1.88M | $2,296.21 | 0.12% |