| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,081 | $229,077.27 | $216,673.72 | -$12,403.55 | -5.41% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 2,165 | $203,318.4 | $225,170.82 | $21,852.42 | 10.75% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 632 | $57,149.66 | $66,094.56 | $8,944.9 | 15.65% |
| JPM Justin P. Mason Keb Asset Management LLC | 12,107 | $1.07M | $1.27M | $200,140.22 | 18.7% |
Dominic Corabi Wedmont Private Capital | 3,215 | $315,915.2 | $334,810.1 | $18,894.9 | 5.98% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 194 | $15,843.98 | $20,171.15 | $4,327.17 | 27.31% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 3,408 | $340,861.71 | $359,901.84 | $19,040.13 | 5.59% |
| MS Marek Sestak Czech National Bank | 79,544 | $6.84M | $8.4M | $1.56M | 22.88% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,310 | $233,594 | $244,836.9 | $11,242.9 | 4.81% |
Ana-Maria Ignat Covestor Ltd | 147 | $13,639.38 | $15,252.72 | $1,613.34 | 11.83% |
Kathryn Brown Morton Brown Family Wealth LLC | 5 | $565.2 | $528.72 | -$36.48 | -6.45% |
Andrew Burkey Joseph Group Capital Management | 131 | $14,496.24 | $13,857.18 | -$639.06 | -4.41% |
Sean Reitenbach Prosperity Consulting Group LLC | 5,426 | $613,355.05 | $573,473.94 | -$39,881.11 | -6.5% |
Bill McVay Red Tortoise LLC | 13 | $1,155.96 | $1,373.58 | $217.62 | 18.83% |
Samantha Pierangeli City State Bank | 32 | $2,366.72 | $3,391.84 | $1,025.12 | 43.31% |
W. Travis McKinney HB Wealth Management LLC | 11,438 | $1.17M | $1.19M | $18,163.22 | 1.55% |
William Jollie Quent Capital LLC | 967 | $104,250.34 | $100,335.92 | -$3,914.42 | -3.75% |
Dalila Toledo Ascent Group LLC | 2,361 | $236,612.98 | $250,254.19 | $13,641.21 | 5.77% |
Owen Schrum Schrum Private Wealth Management LLC | 6,107 | $614,439.43 | $634,395.16 | $19,955.73 | 3.25% |
Katie Christensen iSAM Funds UKK) Ltd | 4,400 | $497,376 | $464,640 | -$32,736 | -6.58% |