| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Salvatore Pitti Pitti Group Wealth Management LLC | 3,488 | $609,945.72 | $615,527.36 | $5,581.64 | 0.92% |
Caroline Jankowski Operose Advisors LLC | 355 | $63,389.45 | $61,280.1 | -$2,109.35 | -3.33% |
Tracy A. Zullo Zullo Investment Group Inc. | 6,628 | $905,541.37 | $1.14M | $238,583.99 | 26.35% |
Ana-Maria Ignat Covestor Ltd | 888 | $149,274.65 | $158,419.19 | $9,144.54 | 6.13% |
Kathryn Brown Morton Brown Family Wealth LLC | 1,154 | $147,227.32 | $199,203.48 | $51,976.16 | 35.3% |
Lonny Elfenbein West Michigan Advisors LLC | 36,522 | $5.62M | $6.3M | $679,839.8 | 12.09% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 4,488 | $693,999.69 | $774,718.56 | $80,718.87 | 11.63% |
John Gorlow Cardiff Park Advisors LLC | 10,867 | $1.69M | $1.88M | $183,846.1 | 10.87% |
Stefan Demuth Ameliora Wealth Management Ltd. | 550 | $87,472.16 | $94,941 | $7,468.84 | 8.54% |
Andrew Burkey Joseph Group Capital Management | 264 | $39,655.8 | $45,571.68 | $5,915.88 | 14.92% |
Sean Reitenbach Prosperity Consulting Group LLC | 28,830 | $4.88M | $4.98M | $93,084.86 | 1.91% |
Kathleen Thornhill Confluence Wealth Services Inc. | 17,757 | $2.7M | $3.07M | $368,748.55 | 13.68% |
Bill McVay Red Tortoise LLC | 22 | $2,833.16 | $3,797.64 | $964.48 | 34.04% |
Samantha Pierangeli City State Bank | 487 | $57,695.98 | $85,960.37 | $28,264.39 | 48.99% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 1,604 | $296,403.14 | $286,297.96 | -$10,105.18 | -3.41% |
Roger Steed KRS Capital Management LLC | 8,932 | $1.55M | $1.54M | -$6,995.73 | -0.45% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,162 | $214,725.97 | $207,381.21 | -$7,344.76 | -3.42% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 1,517 | $280,326.41 | $268,023.56 | -$12,302.85 | -4.39% |
| TA Thomas Anderton 626 Financial LLC | 14,568 | $1.94M | $2.51M | $572,442.43 | 29.47% |
| MWM Marion Wealth Management Marion Wealth Management | 1,500 | $277,184.99 | $258,930 | -$18,254.99 | -6.59% |