| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Arthur Romano FOREFRONT WEALTH MANAGEMENT Inc. | 995 | $204,472.5 | $249,764.9 | $45,292.4 | 22.15% |
Candace Cavalier Congress Wealth Management LLC / DE / | 18,656 | $2.6M | $4.69M | $2.09M | 80.43% |
Shaun Peterson Peterson Wealth Services | 111 | $26,369.16 | $26,608.92 | $239.76 | 0.91% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 2,485 | $317,723.31 | $627,164.3 | $309,440.99 | 97.39% |
Kimberly Foster Laraway Financial Advisors Inc. | 1,512 | $169,253.89 | $374,582.88 | $205,328.99 | 121.31% |
Jonathan Yarger Yarger Wealth Strategies LLC | 1,884 | $264,851.14 | $466,742.16 | $201,891.02 | 76.23% |
Michael Hogan Promethos Capital LLC | 18,819 | $2.73M | $4.74M | $2.02M | 74.03% |
| MS Marek Sestak Czech National Bank | 66,825 | $6.81M | $16.56M | $9.75M | 143.11% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,361 | $287,592.91 | $340,420.12 | $52,827.21 | 18.37% |
Caroline Jankowski Operose Advisors LLC | 1,300 | $204,863.25 | $322,062.01 | $117,198.76 | 57.21% |
Ana-Maria Ignat Covestor Ltd | 218 | $28,974.66 | $55,308.78 | $26,334.12 | 90.89% |
Kathryn Brown Morton Brown Family Wealth LLC | 3 | $712.68 | $743.22 | $30.54 | 4.29% |
Andrew Burkey Joseph Group Capital Management | 81 | $16,849.06 | $20,066.94 | $3,217.88 | 19.1% |
Kathleen Thornhill Confluence Wealth Services Inc. | 9,257 | $641,310.03 | $2.29M | $1.65M | 257.6% |
Samantha Pierangeli City State Bank | 180 | $13,836.6 | $45,028.8 | $31,192.2 | 225.43% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 7,474 | $747,647.65 | $1.88M | $1.14M | 151.84% |
| KKS Karl K. Segerberg Settian Capita LLP | 4,500 | $950,895 | $1.13M | $177,705 | 18.69% |
W. Travis McKinney HB Wealth Management LLC | 11,649 | $1.43M | $2.96M | $1.52M | 106.48% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 25,500 | $3.41M | $6.11M | $2.7M | 79.32% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,498 | $220,290.02 | $371,114.53 | $150,824.51 | 68.47% |