| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Grunberg Allspring Global Investments Holdings LLC | 12,000 | $788,280 | $766,320 | -$21,960 | -2.79% |
Andrew J. Whalen Whalen Wealth Management Inc. | 19,272 | $1.24M | $1.22M | -$22,157.06 | -1.78% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 18,210 | $1.18M | $1.16M | -$14,065.89 | -1.2% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,379 | $350,836.23 | $341,351.34 | -$9,484.89 | -2.7% |
| AS Audrey Soza Custos Family Office LLC | 39,993 | $2.49M | $2.55M | $64,541.01 | 2.59% |
Candace Cavalier Congress Wealth Management LLC / DE / | 35,651 | $2.53M | $2.28M | -$250,481.35 | -9.92% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 2,053 | $136,873.51 | $130,242.32 | -$6,631.19 | -4.84% |
Jacob B. Rue Shore Point Advisors LLC | 34,765 | $2.21M | $2.21M | -$7,856.19 | -0.35% |
Derek Swedberg PACK Private Wealth LLC | 4,643 | $287,180.85 | $296,246.61 | $9,065.76 | 3.16% |
Dave Reichert Echo45 Advisors LLC | 55,975 | $3.54M | $3.57M | $37,964.12 | 1.07% |
Ryan Gough Perfromance Wealth Partners LLC | 3,042 | $202,810.14 | $192,984.48 | -$9,825.66 | -4.84% |
Clint Dunn Beaird Harris Wealth Management LLC | 3 | $202.29 | $191.56 | -$10.73 | -5.3% |
David B. Short Investments & Financial Planning LLC | 4,900 | $314,341.88 | $312,644.5 | -$1,697.38 | -0.54% |
Lonny Elfenbein West Michigan Advisors LLC | 4,488 | $294,816.72 | $284,718.72 | -$10,098 | -3.43% |
John Gorlow Cardiff Park Advisors LLC | 625 | $45,651.38 | $39,662.5 | -$5,988.88 | -13.12% |
Kelly Kaczmarczyk Dravo Bay LLC | 6,892 | $435,169.97 | $439,675.14 | $4,505.17 | 1.04% |
Samantha Pierangeli City State Bank | 139,857 | $8.89M | $8.92M | $32,258.63 | 0.36% |
| MWM Marion Wealth Management Marion Wealth Management | 205,098 | $12.36M | $13.02M | $656,650.53 | 5.31% |
Missy Straw Nilsine Partners LLC | 90,307 | $5.67M | $5.73M | $61,065.5 | 1.08% |
| EM Erin Mccann Simplicity Wealth LLC | 105,659 | $6.99M | $6.74M | -$247,242.43 | -3.54% |