| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 2,000 | $139,520 | $102,760 | -$36,760 | -26.35% |
Ana-Maria Ignat Covestor Ltd | 129 | $4,746.09 | $7,127.25 | $2,381.16 | 50.17% |
Lonny Elfenbein West Michigan Advisors LLC | 10,906 | $700,383.32 | $565,148.92 | -$135,234.4 | -19.31% |
W. Travis McKinney HB Wealth Management LLC | 4,999 | $363,369.11 | $276,194.75 | -$87,174.36 | -23.99% |
| MC mike Chen Byrne Asset Management LLC | 600 | $41,820 | $31,002 | -$10,818 | -25.87% |
Kenyon Lederer Pinnacle Wealth Management LLC | 13,392 | $479,031.84 | $682,590.24 | $203,558.4 | 42.49% |
William Jollie Quent Capital LLC | 737 | $66,901.82 | $40,719.25 | -$26,182.57 | -39.14% |
Dalila Toledo Ascent Group LLC | 4,953 | $503,472.45 | $252,553.47 | -$250,918.98 | -49.84% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 5 | $508.25 | $256.9 | -$251.35 | -49.45% |
Brian Levy West Wealth Group LLC | 5,813 | $209,426.96 | $303,177.01 | $93,750.05 | 44.77% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,534 | $217,985.77 | $234,861.2 | $16,875.43 | 7.74% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 163 | $14,746.82 | $8,661.82 | -$6,085 | -41.26% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 19 | $1,931.35 | $981.06 | -$950.29 | -49.2% |
CJ Harrison DecisionPoint Financial LLC | 249 | $16,651.58 | $13,757.25 | -$2,894.33 | -17.38% |
| JG John Ginter Callan Family Office LLC | 4,696 | $350,709.52 | $252,081.28 | -$98,628.24 | -28.12% |
Anita Woodhouse V-Square Quantitative Management LLC | 757 | $59,663.63 | $41,824.25 | -$17,839.38 | -29.9% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 138,726 | $6.86M | $7.07M | $214,566.84 | 3.13% |
Rachel Faulk Cape Investment Advisory Inc. | 283 | $21,637.29 | $15,635.75 | -$6,001.54 | -27.74% |
Mariana Coli Dunhill Financial LLC | 58 | $5,672.73 | $3,204.5 | -$2,468.23 | -43.51% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 4,627 | $342,672.78 | $235,838.19 | -$106,834.59 | -31.18% |