| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dominic Corabi Wedmont Private Capital | 3,247 | $372,917.95 | $373,989.46 | $1,071.51 | 0.29% |
| MS Marek Sestak Czech National Bank | 41,382 | $3.77M | $4.77M | $993,293 | 26.33% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,760 | $202,136 | $202,716.8 | $580.8 | 0.29% |
Ana-Maria Ignat Covestor Ltd | 1,411 | $124,774.53 | $155,971.94 | $31,197.41 | 25% |
Bill McVay Red Tortoise LLC | 31 | $2,348.56 | $3,570.58 | $1,222.02 | 52.03% |
W. Travis McKinney HB Wealth Management LLC | 4,405 | $401,990.49 | $507,367.9 | $105,377.41 | 26.21% |
| JAI Josh Arnold Investment Consultant LLC Josh Arnold Investment Consultant LLC | 13,225 | $1.52M | $1.65M | $128,977.5 | 8.46% |
Jeremy Baltz Raleigh Capital Management Inc. | 30 | $3,445.5 | $3,455.4 | $9.9 | 0.29% |
William Jollie Quent Capital LLC | 952 | $95,955.67 | $105,234.08 | $9,278.41 | 9.67% |
| EM Erin Mccann Simplicity Wealth LLC | 1,790 | $211,595.9 | $218,863.3 | $7,267.4 | 3.43% |
Patricia A. Thompson Leeward Investments LLC - MA | 96,644 | $10.31M | $11.13M | $822,785.37 | 7.98% |
Daniel Ronan Catalyst Financial Partners LLC | 15,772 | $1.27M | $1.82M | $547,828.87 | 43.18% |
CJ Harrison DecisionPoint Financial LLC | 12 | $1,088.33 | $1,467.24 | $378.91 | 34.82% |
| JG John Ginter Callan Family Office LLC | 3,416 | $336,189.6 | $401,892.4 | $65,702.8 | 19.54% |
Anita Woodhouse V-Square Quantitative Management LLC | 2,734 | $238,541.88 | $314,902.12 | $76,360.24 | 32.01% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 19,108 | $1.98M | $2.2M | $223,967.95 | 11.33% |
Mariana Coli Dunhill Financial LLC | 17 | $1,861.83 | $1,878.67 | $16.84 | 0.9% |
Lukas Lindgren Abound Wealth Management | 24 | $1,914.67 | $2,764.32 | $849.65 | 44.38% |
Drew Phillips Fortitude Family Office LLC | 124 | $14,450.58 | $14,282.32 | -$168.26 | -1.16% |
Bert D. Barre Colonial Trust Co. / SC | 47 | $4,421.3 | $5,529.55 | $1,108.25 | 25.07% |