| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy J. Landolt Endowment Wealth Management Inc. | 335 | $266,254.64 | $214,982.9 | -$51,271.74 | -19.26% |
Candace Cavalier Congress Wealth Management LLC / DE / | 29,446 | $11.23M | $19.84M | $8.61M | 76.61% |
Matthew Watters Midwest Heritage Bank, FSB | 504 | $219,049.98 | $339,134.04 | $120,084.06 | 54.82% |
Katherine Andersen Western Pacific Wealth Management LP | 71 | $51,678.06 | $45,563.54 | -$6,114.52 | -11.83% |
| MS Marek Sestak Czech National Bank | 10,632 | $8.43M | $6.95M | -$1.48M | -17.56% |
David B. Short Investments & Financial Planning LLC | 256 | $203,466.23 | $171,909.12 | -$31,557.11 | -15.51% |
Penny A. Phillips Journey Strategic Wealth LLC | 646 | $278,420.31 | $435,100.38 | $156,680.07 | 56.27% |
Ana-Maria Ignat Covestor Ltd | 13 | $3,170.44 | $8,738.08 | $5,567.64 | 175.61% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,798 | $2.22M | $1.83M | -$395,021.61 | -17.76% |
Samantha Pierangeli City State Bank | 1,725 | $460,846.67 | $1.16M | $702,217.33 | 152.38% |
W. Travis McKinney HB Wealth Management LLC | 1,049 | $505,789.73 | $706,637.87 | $200,848.14 | 39.71% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 1,850 | $870,454.5 | $1.19M | $316,764.48 | 36.39% |
Courtney Lawson Autumn Glory Partners LLC | 320 | $232,915.2 | $205,356.8 | -$27,558.4 | -11.83% |
Jeremy Baltz Raleigh Capital Management Inc. | 6 | $4,367.16 | $3,921.66 | -$445.5 | -10.2% |
William Jollie Quent Capital LLC | 307 | $174,012.18 | $206,804.41 | $32,792.23 | 18.84% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 780 | $463,389.75 | $509,815.79 | $46,426.04 | 10.02% |
Missy Straw Nilsine Partners LLC | 5,912 | $3.19M | $3.86M | $677,919.08 | 21.28% |
| EM Erin Mccann Simplicity Wealth LLC | 289 | $229,694.3 | $193,919 | -$35,775.3 | -15.58% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 472 | $204,866.88 | $302,901.28 | $98,034.4 | 47.85% |
| DW Darren Woolson Asset Allocation Strategies LLC | 300 | $218,358 | $192,522 | -$25,836 | -11.83% |