| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dominic Corabi Wedmont Private Capital | 66,309 | $7.04M | $6.98M | -$58,880.93 | -0.84% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 592 | $61,419.7 | $62,343.52 | $923.82 | 1.5% |
Bill Ryan Manhattan West Asset Management LLC | 37,944 | $3.96M | $3.99M | $36,967.18 | 0.93% |
Jennifer Scott Scott Capital Advisors LLC | 5,743 | $603,091.32 | $604,536.89 | $1,445.57 | 0.24% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 27,251 | $2.85M | $2.87M | $16,643.11 | 0.58% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 4,372 | $466,884.67 | $460,240.44 | -$6,644.23 | -1.42% |
Jacob B. Rue Shore Point Advisors LLC | 13,107 | $1.38M | $1.38M | $656.29 | 0.05% |
William Liberti Wealth Effects LLC | 3,181 | $337,486.43 | $334,832.06 | -$2,654.37 | -0.79% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 16,314 | $1.7M | $1.72M | $15,365.09 | 0.9% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 46 | $4,789.92 | $4,843.11 | $53.19 | 1.11% |
Nabeed Zaman Eagle Strategies LLC | 2,911 | $306,605.95 | $306,280.86 | -$325.09 | -0.11% |
Jason Whitby Stone Summit Wealth LLC | 24,156 | $2.53M | $2.54M | $11,445.98 | 0.45% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 3,294 | $347,687.78 | $346,775.85 | -$911.93 | -0.26% |
| MAL McBroom & Associates LLC McBroom & Associates LLC | 20,185 | $2.13M | $2.13M | -$6,038.17 | -0.28% |
Clint Dunn Beaird Harris Wealth Management LLC | 17,770 | $1.85M | $1.87M | $21,878.42 | 1.18% |
David B. Short Investments & Financial Planning LLC | 4,499 | $477,078.13 | $473,632.22 | -$3,445.91 | -0.72% |
Penny A. Phillips Journey Strategic Wealth LLC | 16,594 | $1.73M | $1.75M | $12,714.97 | 0.73% |
Joshua Moeller Hill Island Financial LLC | 8,456 | $896,722.58 | $890,543.64 | -$6,178.94 | -0.69% |
Kathryn Brown Morton Brown Family Wealth LLC | 55,545 | $5.83M | $5.85M | $20,847.45 | 0.36% |
Lonny Elfenbein West Michigan Advisors LLC | 2,133 | $225,169.52 | $224,487.58 | -$681.94 | -0.3% |