| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 162,264 | $8.55M | $8.83M | $278,104.52 | 3.25% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 19,102 | $970,473.02 | $1.01M | $39,258.7 | 4.05% |
Nicholas Shaheen FSA Advisors Inc. | 71,293 | $3.61M | $3.86M | $250,674.18 | 6.94% |
Jennifer Scott Scott Capital Advisors LLC | 8,163 | $414,141.27 | $431,496.18 | $17,354.91 | 4.19% |
William Liberti Wealth Effects LLC | 8,171 | $433,798.39 | $431,919.06 | -$1,879.33 | -0.43% |
Arlie W. Green Fortress Wealth Management Inc. | 7,830 | $395,362.59 | $413,893.8 | $18,531.21 | 4.69% |
Penny A. Phillips Journey Strategic Wealth LLC | 6,411 | $334,852 | $338,885.46 | $4,033.46 | 1.2% |
| HGL Herbst Group LLC Herbst Group LLC | 33,044 | $1.75M | $1.75M | -$7,600.12 | -0.43% |
Lonny Elfenbein West Michigan Advisors LLC | 45,423 | $2.24M | $2.4M | $158,526.27 | 7.07% |
Samantha Pierangeli City State Bank | 2,000 | $98,210 | $105,720 | $7,510 | 7.65% |
Morgan Christen Spinnaker Investment Group LLC | 10,011 | $506,739.57 | $529,181.46 | $22,441.89 | 4.43% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 79,478 | $4.22M | $4.2M | -$18,279.94 | -0.43% |
Allison Tronnes Forum Financial Management LP | 6,880 | $358,338.48 | $363,676.8 | $5,338.32 | 1.49% |
| LWL Leo Wealth LLC Leo Wealth LLC | 9,774 | $513,443.71 | $516,653.64 | $3,209.93 | 0.63% |
Christopher Clancy Global Wealth Strategies & Associates | 4,325 | $227,192.33 | $228,619.5 | $1,427.17 | 0.63% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 17,278 | $903,572.97 | $939,750.42 | $36,177.45 | 4% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 22,872 | $1.14M | $1.21M | $68,063.01 | 5.97% |
| EM Erin Mccann Simplicity Wealth LLC | 9,863 | $523,626.67 | $521,358.18 | -$2,268.49 | -0.43% |
Nichole Raftopoulos Nvest Financial LLC | 4,544 | $224,337.28 | $240,195.84 | $15,858.56 | 7.07% |
Brian Clay Clay Northam Wealth Management LLC | 18,843 | $935,419.95 | $1.02M | $85,682.22 | 9.16% |