| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas Shaheen FSA Advisors Inc. | 63,775 | $3.34M | $3.45M | $110,387.88 | 3.3% |
Penny A. Phillips Journey Strategic Wealth LLC | 5,368 | $287,769.54 | $288,046.88 | $277.34 | 0.1% |
| HGL Herbst Group LLC Herbst Group LLC | 21,661 | $1.23M | $1.18M | -$46,787.76 | -3.8% |
Lonny Elfenbein West Michigan Advisors LLC | 66,403 | $3.3M | $3.59M | $293,169.24 | 8.89% |
Samantha Pierangeli City State Bank | 2,000 | $99,440 | $107,340 | $7,900 | 7.94% |
| TA Thomas Anderton 626 Financial LLC | 5,620 | $304,604 | $307,470.2 | $2,866.2 | 0.94% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 69,931 | $3.97M | $3.82M | -$150,701.31 | -3.79% |
William Jollie Quent Capital LLC | 700 | $39,753 | $38,430 | -$1,323 | -3.33% |
Marc H. Stone Tyler-Stone Wealth Management | 196,455 | $9.95M | $10.62M | $669,807.53 | 6.73% |
Nichole Raftopoulos Nvest Financial LLC | 8,187 | $427,331.03 | $445,864.02 | $18,532.99 | 4.34% |
Brian Clay Clay Northam Wealth Management LLC | 26,141 | $1.35M | $1.44M | $88,538.4 | 6.57% |
David T. Morgan High Net Worth Advisory Group LLC | 24,614 | $1.25M | $1.33M | $76,709.53 | 6.12% |
Luther Hartwell Hodges Waycross Investment Management Co. | 3,916 | $222,231.43 | $212,345.1 | -$9,886.33 | -4.45% |
Timothy Gerlach Novem Group | 6,221 | $336,556.2 | $335,498.53 | -$1,057.67 | -0.31% |
Craig Johnsen Fortitude Advisory Group LLC | 5,087 | $275,631.42 | $279,276.3 | $3,644.88 | 1.32% |
Jeffrey Gilbert Balboa Wealth Partners | 5,242 | $270,995.47 | $281,862.34 | $10,866.87 | 4.01% |
Edward Lowndes Angeles Wealth Management LLC | 14,211 | $807,042.69 | $765,064.82 | -$41,977.87 | -5.2% |
Kevin Zemann WealthPlan Investment Management LLC | 3,956 | $224,539.72 | $217,184.4 | -$7,355.32 | -3.28% |
Michael Stulic Astoria Portfolio Advisors LLC | 92,792 | $5M | $5.02M | $19,585.76 | 0.39% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 20,895 | $1.17M | $1.14M | -$23,974.88 | -2.06% |