| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nabeed Zaman Eagle Strategies LLC | 5,567 | $531,127.17 | $711,740.95 | $180,613.78 | 34.01% |
Caitlin Garner SC&H Financial Advisors Inc. | 3,428 | $362,741.28 | $438,269.8 | $75,528.52 | 20.82% |
April Lamb Sovereign Investment Advisors LLC | 5,549 | $728,222.42 | $696,954.4 | -$31,268.02 | -4.29% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 3,188 | $283,636.36 | $407,585.8 | $123,949.44 | 43.7% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 78 | $7,193.94 | $9,972.3 | $2,778.36 | 38.62% |
| MS Marek Sestak Czech National Bank | 154,873 | $14.48M | $19.8M | $5.32M | 36.73% |
Clint Dunn Beaird Harris Wealth Management LLC | 506 | $63,034.08 | $64,692.1 | $1,658.02 | 2.63% |
Lindsey Seagraves Carson Advisory Inc. | 2,252 | $253,649.54 | $276,635.68 | $22,986.14 | 9.06% |
Penny A. Phillips Journey Strategic Wealth LLC | 6,527 | $691,277.32 | $834,476.95 | $143,199.63 | 20.72% |
Joshua Ryder Taff New Perspectives Inc. | 2,250 | $259,447.5 | $287,662.5 | $28,215 | 10.88% |
G. Adam Parmer Enhancing Capital LLC | 30,300 | $2.7M | $3.72M | $1.03M | 38.07% |
Tyler Glazier New Millennium Group LLC | 340 | $29,932.82 | $43,469 | $13,536.18 | 45.22% |
Caroline Jankowski Operose Advisors LLC | 545 | $59,388.26 | $67,934.25 | $8,545.99 | 14.39% |
Ana-Maria Ignat Covestor Ltd | 222 | $21,442.66 | $27,912.06 | $6,469.4 | 30.17% |
Kathryn Brown Morton Brown Family Wealth LLC | 10 | $1,368.1 | $1,278.5 | -$89.6 | -6.55% |
Andrew Burkey Joseph Group Capital Management | 39,115 | $3.79M | $4.95M | $1.16M | 30.46% |
Sean Reitenbach Prosperity Consulting Group LLC | 18,995 | $2M | $2.37M | $368,393.16 | 18.43% |
Kathleen Thornhill Confluence Wealth Services Inc. | 10,950 | $1.21M | $1.4M | $189,303.83 | 15.64% |
Bill McVay Red Tortoise LLC | 67 | $6,946.21 | $8,565.95 | $1,619.74 | 23.32% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 4,064 | $413,600.23 | $499,221.76 | $85,621.53 | 20.7% |