| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
April Lamb Sovereign Investment Advisors LLC | 173,909 | $9.05M | $8.03M | -$1.02M | -11.26% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 22,539 | $1.05M | $1.04M | -$11,343.06 | -1.08% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 192,080 | $8.8M | $8.85M | $42,684.91 | 0.48% |
Tyler Glazier New Millennium Group LLC | 22 | $997.48 | $1,013.32 | $15.84 | 1.59% |
Lonny Elfenbein West Michigan Advisors LLC | 5,598 | $263,526.06 | $257,843.89 | -$5,682.17 | -2.16% |
John Gorlow Cardiff Park Advisors LLC | 2,931 | $147,949.85 | $135,324.27 | -$12,625.58 | -8.53% |
Samantha Pierangeli City State Bank | 36,472 | $1.67M | $1.68M | $13,974.14 | 0.84% |
| MWM Marion Wealth Management Marion Wealth Management | 175,588 | $8.16M | $8.09M | -$76,446.22 | -0.94% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 15,953 | $742,457.21 | $734,795.2 | -$7,662.01 | -1.03% |
| FCI Family CFO Inc Family CFO Inc | 346,727 | $16.28M | $15.97M | -$305,178.68 | -1.88% |
Jeremy Baltz Raleigh Capital Management Inc. | 3,628 | $187,380.72 | $167,105.68 | -$20,275.04 | -10.82% |
| LWL Leo Wealth LLC Leo Wealth LLC | 7,282 | $342,846.03 | $335,408.93 | -$7,437.1 | -2.17% |
| EM Erin Mccann Simplicity Wealth LLC | 108,169 | $5.02M | $5M | -$14,225.58 | -0.28% |
Patrick O'Connell Security Financial Services Inc. | 40,714 | $1.93M | $1.88M | -$57,661.7 | -2.98% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 10 | $463.1 | $460.6 | -$2.5 | -0.54% |
Candice Gilman Sofi Wealth LLC | 867,101 | $40.33M | $40.09M | -$236,847.48 | -0.59% |
Amanda Hawley Atria Wealth Solutions Inc. | 134,066 | $6.12M | $6.18M | $56,783.21 | 0.93% |
Craig Johnsen Fortitude Advisory Group LLC | 8,811 | $412,442.91 | $405,834.67 | -$6,608.24 | -1.6% |
Jeffrey Gilbert Balboa Wealth Partners | 26,186 | $1.21M | $1.21M | $1,276.83 | 0.11% |
Sean Murray Quantum Financial Advisors LLC | 401,594 | $18.52M | $18.5M | -$22,903.23 | -0.12% |