| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 18,800 | $885,104 | $844,684 | -$40,420 | -4.57% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10,243 | $464,570.79 | $457,349.95 | -$7,220.84 | -1.55% |
Candace Cavalier Congress Wealth Management LLC / DE / | 108,132 | $4.91M | $4.86M | -$44,215.34 | -0.9% |
Nicholas Shaheen FSA Advisors Inc. | 4,668 | $219,769.44 | $209,476.5 | -$10,292.94 | -4.68% |
Bridget Fagerholt MAS Advisors LLC | 65,945 | $3.01M | $2.96M | -$47,802.62 | -1.59% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 247,486 | $12.22M | $11.14M | -$1.08M | -8.82% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 1,028 | $46,609.52 | $46,174.37 | -$435.15 | -0.93% |
Sara S. Alexander Sonora Investment Management Group LLC | 18,691 | $882,215.53 | $838,291.35 | -$43,924.18 | -4.98% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,725 | $79,312.69 | $77,452.5 | -$1,860.19 | -2.35% |
April Lamb Sovereign Investment Advisors LLC | 173,909 | $9.05M | $7.81M | -$1.23M | -13.63% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 22,539 | $1.05M | $1.01M | -$35,797.9 | -3.41% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 192,080 | $8.8M | $8.63M | -$172,444.88 | -1.96% |
Tyler Glazier New Millennium Group LLC | 22 | $997.48 | $986.7 | -$10.78 | -1.08% |
Lonny Elfenbein West Michigan Advisors LLC | 5,598 | $263,526.06 | $250,987.45 | -$12,538.61 | -4.76% |
John Gorlow Cardiff Park Advisors LLC | 2,931 | $147,949.85 | $131,455.35 | -$16,494.5 | -11.15% |
Samantha Pierangeli City State Bank | 36,472 | $1.67M | $1.64M | -$27,968.7 | -1.68% |
| MWM Marion Wealth Management Marion Wealth Management | 175,588 | $8.16M | $7.9M | -$264,325.56 | -3.24% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 15,953 | $742,457.21 | $716,050.4 | -$26,406.81 | -3.56% |
| FCI Family CFO Inc Family CFO Inc | 346,727 | $16.28M | $15.58M | -$693,513.27 | -4.26% |
Jeremy Baltz Raleigh Capital Management Inc. | 3,628 | $187,380.72 | $162,860.92 | -$24,519.8 | -13.09% |