| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
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% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 9,485 | $1M | $998,604.51 | -$6,343.72 | -0.63% |
John Gorlow Cardiff Park Advisors LLC | 30,630 | $3.21M | $3.22M | $9,827.97 | 0.31% |
Jay Richards Investment Advisory Group LLC | 3,464 | $369,608.8 | $364,681.26 | -$4,927.54 | -1.33% |
Andrew Burkey Joseph Group Capital Management | 56 | $5,964 | $5,894.56 | -$69.44 | -1.16% |
Kelly Kaczmarczyk Dravo Bay LLC | 9,257 | $975,506.4 | $974,530.67 | -$975.73 | -0.1% |
Sean Reitenbach Prosperity Consulting Group LLC | 4,354 | $461,902.26 | $458,410.89 | -$3,491.37 | -0.76% |
Kathleen Thornhill Confluence Wealth Services Inc. | 24,267 | $2.56M | $2.55M | -$8,352.55 | -0.33% |
Bill McVay Red Tortoise LLC | 18,766 | $1.98M | $1.98M | -$5,906.97 | -0.3% |
Samantha Pierangeli City State Bank | 6 | $638.82 | $631.74 | -$7.08 | -1.11% |
| MWM Marion Wealth Management Marion Wealth Management | 2,566 | $273,202.02 | $270,161.31 | -$3,040.71 | -1.11% |
Mark Perrault Intergy Private Wealth LLC | 11,404 | $1.19M | $1.2M | $11,815.16 | 0.99% |
Taylor Fairman Eagle Rock Investment Company LLC | 44,831 | $4.65M | $4.72M | $69,513.77 | 1.49% |
Michael O'Connor Capasso Planning Partners LLC | 2,797 | $296,986.79 | $294,566.05 | -$2,420.74 | -0.82% |
William Jollie Quent Capital LLC | 119,828 | $12.6M | $12.62M | $12,210.6 | 0.1% |
Dalila Toledo Ascent Group LLC | 192,334 | $20.34M | $20.25M | -$92,269.48 | -0.45% |
Michael Byun SageView Advisory Group LLC | 70,883 | $7.51M | $7.46M | -$43,309.39 | -0.58% |
Kristofer Gray Integrity Financial Corp. /WA | 1,245 | $132,194.32 | $131,023.8 | -$1,170.52 | -0.89% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 3,163 | $336,859.5 | $333,016.45 | -$3,843.05 | -1.14% |