| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 1,587 | $198,232.17 | $199,311.33 | $1,079.16 | 0.54% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 456 | $35,025.36 | $57,269.04 | $22,243.68 | 63.51% |
Jason Whitby Stone Summit Wealth LLC | 3,500 | $223,265 | $439,565 | $216,300 | 96.88% |
Ryan Gough Perfromance Wealth Partners LLC | 5,536 | $710,796.53 | $705,507.84 | -$5,288.69 | -0.74% |
| MS Marek Sestak Czech National Bank | 131,279 | $20.64M | $16.49M | -$4.15M | -20.11% |
Jennifer Carlson Gould Capital LLC | 10,950 | $1.36M | $1.4M | $39,018.5 | 2.88% |
Lindsey Seagraves Carson Advisory Inc. | 4,473 | $289,409.01 | $590,525.46 | $301,116.45 | 104.05% |
Caroline Jankowski Operose Advisors LLC | 14 | $1,559.88 | $1,940.54 | $380.66 | 24.4% |
Ana-Maria Ignat Covestor Ltd | 775 | $102,816.21 | $98,766 | -$4,050.21 | -3.94% |
Stefan Demuth Ameliora Wealth Management Ltd. | 150 | $21,714 | $18,838.5 | -$2,875.5 | -13.24% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 48,895 | $4.03M | $6.14M | $2.11M | 52.52% |
Andrew Burkey Joseph Group Capital Management | 127 | $16,531.44 | $16,250.28 | -$281.16 | -1.7% |
| ERT Edward R. Tedeschi Pb Investment Partners LP | 189,091 | $22.16M | $26.62M | $4.46M | 20.12% |
Bill McVay Red Tortoise LLC | 38 | $2,424.02 | $4,772.42 | $2,348.4 | 96.88% |
Morgan Christen Spinnaker Investment Group LLC | 1,818 | $262,933.13 | $228,322.62 | -$34,610.51 | -13.16% |
W. Travis McKinney HB Wealth Management LLC | 12,069 | $1.6M | $1.52M | -$86,999.75 | -5.43% |
| LF Lukas Feh LGT Group Foundation | 2,000 | $266,251 | $254,860 | -$11,391 | -4.28% |
Taylor Fairman Eagle Rock Investment Company LLC | 53,141 | $7.24M | $6.67M | -$565,177.62 | -7.81% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 22,188 | $1.47M | $3.12M | $1.65M | 112.48% |
Allison Tronnes Forum Financial Management LP | 20,923 | $2.15M | $2.63M | $480,539.88 | 22.38% |