| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 2,956 | $437,500.61 | $334,323.6 | -$103,177.01 | -23.58% |
Jason Whitby Stone Summit Wealth LLC | 3,100 | $176,266 | $352,439 | $176,173 | 99.95% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 1,269 | $219,790.8 | $143,257.41 | -$76,533.39 | -34.82% |
| MS Marek Sestak Czech National Bank | 64,349 | $9.91M | $7.19M | -$2.73M | -27.5% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,395 | $261,294.5 | $268,431.6 | $7,137.1 | 2.73% |
Caroline Jankowski Operose Advisors LLC | 1,000 | $109,100 | $111,690 | $2,590 | 2.37% |
Ana-Maria Ignat Covestor Ltd | 590 | $88,417.54 | $67,277.7 | -$21,139.84 | -23.91% |
Andrew Burkey Joseph Group Capital Management | 62 | $6,901.22 | $6,970.66 | $69.44 | 1.01% |
Sean Reitenbach Prosperity Consulting Group LLC | 26,913 | $3.53M | $3.03M | -$501,940.51 | -14.22% |
W. Travis McKinney HB Wealth Management LLC | 9,175 | $1.38M | $1.05M | -$337,352.05 | -24.38% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 11,091 | $1.49M | $1.28M | -$214,633.78 | -14.39% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 44,549 | $6.43M | $5.09M | -$1.34M | -20.85% |
Brian D. Pirie RDST Capital LLC | 791,316 | $87.37M | $88.27M | $899,326.48 | 1.03% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,138 | $259,058.66 | $239,648.42 | -$19,410.24 | -7.49% |
William Jollie Quent Capital LLC | 691 | $109,382.59 | $78,794.73 | -$30,587.86 | -27.96% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,214 | $214,914.42 | $138,432.42 | -$76,482 | -35.59% |
Edward Lowndes Angeles Wealth Management LLC | 3,245 | $465,948.42 | $364,997.6 | -$100,950.82 | -21.67% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 27 | $4,677 | $3,061.53 | -$1,615.47 | -34.54% |
Brad Saenz Coastwise Capital Group LLC | 2,134 | $237,535.54 | $245,751.44 | $8,215.9 | 3.46% |
CJ Harrison DecisionPoint Financial LLC | 4 | $638.75 | $456.12 | -$182.63 | -28.59% |