| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 1,349 | $135,956.11 | $96,736.79 | -$39,219.32 | -28.85% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 5,622 | $383,549.9 | $403,153.62 | $19,603.72 | 5.11% |
Jennifer Carlson Gould Capital LLC | 18,240 | $824,533.98 | $1.35M | $527,779.62 | 64.01% |
Penny A. Phillips Journey Strategic Wealth LLC | 42,246 | $4.27M | $3.03M | -$1.24M | -29.07% |
Lisa Cooper Figure 8 Investment Strategies LLC | 24,377 | $2.16M | $1.81M | -$356,239.35 | -16.47% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 10,482 | $748,415 | $751,664.22 | $3,249.22 | 0.43% |
Tyler Glazier New Millennium Group LLC | 1,218 | $146,026.02 | $87,342.78 | -$58,683.24 | -40.19% |
Salvatore Pitti Pitti Group Wealth Management LLC | 22,343 | $818,616.55 | $1.6M | $783,599.98 | 95.72% |
Tracy A. Zullo Zullo Investment Group Inc. | 27,456 | $622,052.93 | $1.97M | $1.35M | 216.51% |
Joshua Moeller Hill Island Financial LLC | 2,505 | $325,816.11 | $179,633.55 | -$146,182.56 | -44.87% |
Ana-Maria Ignat Covestor Ltd | 1,011 | $94,275.75 | $74,955.54 | -$19,320.21 | -20.49% |
Kathryn Brown Morton Brown Family Wealth LLC | 137 | $12,945.75 | $9,824.27 | -$3,121.48 | -24.11% |
Lonny Elfenbein West Michigan Advisors LLC | 17,614 | $1.32M | $1.26M | -$59,458.38 | -4.5% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 10,077 | $988,014.25 | $722,621.67 | -$265,392.58 | -26.86% |
John Gorlow Cardiff Park Advisors LLC | 35,533 | $1.35M | $2.55M | $1.2M | 88.53% |
Stefan Demuth Ameliora Wealth Management Ltd. | 5,740 | $535,054.4 | $411,615.4 | -$123,439 | -23.07% |
Andrew Burkey Joseph Group Capital Management | 953 | $91,038.23 | $69,702.42 | -$21,335.81 | -23.44% |
Sean Reitenbach Prosperity Consulting Group LLC | 22,194 | $1.67M | $1.59M | -$79,726.62 | -4.77% |
Kathleen Thornhill Confluence Wealth Services Inc. | 30,858 | $1.59M | $2.21M | $624,782.21 | 39.34% |
James Langer Redmont Wealth Advisors LLC | 300 | $40,173 | $21,513 | -$18,660 | -46.45% |