| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Davis Burns Matteson Capital Management LLC | 350,124 | $11.74M | $11.65M | -$95,852.87 | -0.82% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 7,948 | $268,721.88 | $264,509.44 | -$4,212.44 | -1.57% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 31,863 | $1.11M | $1.06M | -$53,091.08 | -4.77% |
| RE Rod Ehrlich Wayfinding Financial LLC | 9,348 | $315,438.78 | $311,101.44 | -$4,337.34 | -1.38% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 21,519 | $727,301.71 | $716,475.1 | -$10,826.61 | -1.49% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,385 | $177,984.66 | $179,212.8 | $1,228.14 | 0.69% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 415,946 | $13.73M | $13.85M | $114,349.91 | 0.83% |
Brandon Collier Collier Financial | 304,705 | $10.16M | $10.15M | -$16,708.92 | -0.16% |
| SW Steve Wachs Legacy CG LLC | 8,861 | $297,552.38 | $295,026.99 | -$2,525.39 | -0.85% |
Matt Shibata Morling Financial Advisors LLC | 1 | $33.89 | $33.29 | -$0.6 | -1.77% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 144,987 | $4.77M | $4.83M | $58,384.95 | 1.22% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 667,870 | $22.31M | $22.23M | -$84,961.37 | -0.38% |
Caroline Jankowski Operose Advisors LLC | 33 | $1,115.73 | $1,098.24 | -$17.49 | -1.57% |
Lonny Elfenbein West Michigan Advisors LLC | 6,951 | $243,422.64 | $231,329.28 | -$12,093.36 | -4.97% |
John Gorlow Cardiff Park Advisors LLC | 26,441 | $843,534.89 | $879,956.48 | $36,421.59 | 4.32% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 28,460 | $962,887.89 | $947,148.8 | -$15,739.09 | -1.63% |
Kelly Kaczmarczyk Dravo Bay LLC | 9,810 | $329,027.4 | $326,378.7 | -$2,648.7 | -0.81% |
| JL James Langer Redmont Wealth Advisors LLC | 1,948 | $66,017.72 | $64,829.44 | -$1,188.28 | -1.8% |
| GS Gery Sadzewicz Forum Private Client Group LLC | 248,185 | $8.25M | $8.26M | $9,570.4 | 0.12% |
| SP Samantha Pierangeli City State Bank | 1,131 | $36,171.73 | $37,645.33 | $1,473.6 | 4.07% |