| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 875,617 | $44.03M | $43.43M | -$599,859.3 | -1.36% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 110,476 | $5.58M | $5.5M | -$78,911.36 | -1.41% |
Penny A. Phillips Journey Strategic Wealth LLC | 33,708 | $1.69M | $1.67M | -$14,343.59 | -0.85% |
Tyler Glazier New Millennium Group LLC | 1,841 | $90,337.03 | $91,313.6 | $976.57 | 1.08% |
Caroline Jankowski Operose Advisors LLC | 9,030 | $456,737.4 | $449,874.6 | -$6,862.8 | -1.5% |
Joshua Moeller Hill Island Financial LLC | 5,721 | $286,578.42 | $284,791.38 | -$1,787.04 | -0.62% |
Ana-Maria Ignat Covestor Ltd | 2,156 | $107,502.37 | $107,390.36 | -$112.01 | -0.1% |
Kathryn Brown Morton Brown Family Wealth LLC | 8,397 | $418,252.47 | $416,491.2 | -$1,761.27 | -0.42% |
Lonny Elfenbein West Michigan Advisors LLC | 10,594 | $561,660.92 | $525,462.4 | -$36,198.52 | -6.44% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 5,752 | $282,138.36 | $285,299.2 | $3,160.84 | 1.12% |
John Gorlow Cardiff Park Advisors LLC | 182,122 | $9.03M | $9.06M | $36,773.22 | 0.41% |
Kelly Kaczmarczyk Dravo Bay LLC | 139,649 | $6.95M | $6.95M | -$2,852.17 | -0.04% |
Kathleen Thornhill Confluence Wealth Services Inc. | 7,464 | $377,529.12 | $370,214.4 | -$7,314.72 | -1.94% |
Bill McVay Red Tortoise LLC | 37,874 | $1.87M | $1.88M | $10,102.5 | 0.54% |
Gery Sadzewicz Forum Private Client Group LLC | 40,973 | $2.06M | $2.04M | -$19,465.16 | -0.94% |
Samantha Pierangeli City State Bank | 1,054 | $52,845.55 | $52,278.4 | -$567.15 | -1.07% |
Morgan Christen Spinnaker Investment Group LLC | 4,087 | $206,714.27 | $202,715.2 | -$3,999.07 | -1.93% |
W. Travis McKinney HB Wealth Management LLC | 34,631 | $1.73M | $1.72M | -$15,393.76 | -0.89% |
Mark Perrault Intergy Private Wealth LLC | 29,284 | $1.49M | $1.45M | -$39,456.17 | -2.64% |
Taylor Fairman Eagle Rock Investment Company LLC | 136,038 | $6.72M | $6.75M | $24,235.12 | 0.36% |