| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Salvatore Pitti Pitti Group Wealth Management LLC | 3,737 | $655,480.35 | $551,618.57 | -$103,861.78 | -15.85% |
Caroline Jankowski Operose Advisors LLC | 150 | $25,507.5 | $22,141.5 | -$3,366 | -13.2% |
Tracy A. Zullo Zullo Investment Group Inc. | 6,628 | $905,541.37 | $978,359.08 | $72,817.71 | 8.04% |
Ana-Maria Ignat Covestor Ltd | 888 | $149,274.65 | $149,059.68 | -$214.97 | -0.14% |
Kathryn Brown Morton Brown Family Wealth LLC | 1,154 | $147,227.32 | $170,341.94 | $23,114.62 | 15.7% |
Lonny Elfenbein West Michigan Advisors LLC | 36,522 | $5.62M | $5.39M | -$233,575.42 | -4.15% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 4,488 | $693,999.69 | $662,473.68 | -$31,526.01 | -4.54% |
John Gorlow Cardiff Park Advisors LLC | 11,016 | $1.72M | $1.63M | -$93,191.31 | -5.42% |
Stefan Demuth Ameliora Wealth Management Ltd. | 550 | $87,472.16 | $81,185.5 | -$6,286.66 | -7.19% |
Andrew Burkey Joseph Group Capital Management | 264 | $39,655.8 | $42,342.96 | $2,687.16 | 6.78% |
Sean Reitenbach Prosperity Consulting Group LLC | 30,226 | $5.12M | $4.46M | -$658,232.68 | -12.86% |
Kathleen Thornhill Confluence Wealth Services Inc. | 17,757 | $2.7M | $2.62M | -$75,354.02 | -2.79% |
Bill McVay Red Tortoise LLC | 22 | $2,833.16 | $3,247.42 | $414.26 | 14.62% |
Samantha Pierangeli City State Bank | 487 | $57,695.98 | $71,886.07 | $14,190.09 | 24.59% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 1,604 | $296,403.14 | $236,766.44 | -$59,636.7 | -20.12% |
Roger Steed KRS Capital Management LLC | 8,932 | $1.55M | $1.32M | -$230,385.05 | -14.87% |
| TA Thomas Anderton 626 Financial LLC | 14,568 | $1.94M | $2.15M | $208,096.75 | 10.71% |
| MWM Marion Wealth Management Marion Wealth Management | 1,500 | $277,184.99 | $221,415 | -$55,769.99 | -20.12% |
W. Travis McKinney HB Wealth Management LLC | 44,694 | $6.64M | $6.6M | -$44,977.81 | -0.68% |
| LF Lukas Feh LGT Group Foundation | 29,636 | $4.7M | $4.97M | $277,655.08 | 5.91% |