| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 2,308 | $679,753.8 | $606,427 | -$73,326.8 | -10.79% |
| HGL Herbst Group LLC Herbst Group LLC | 6,500 | $1.51M | $1.71M | $195,143.11 | 12.9% |
Caroline Jankowski Operose Advisors LLC | 548 | $127,833.78 | $152,716.63 | $24,882.85 | 19.47% |
Ana-Maria Ignat Covestor Ltd | 249 | $52,285.66 | $67,202.61 | $14,916.95 | 28.53% |
Kathryn Brown Morton Brown Family Wealth LLC | 4 | $993.48 | $1,051 | $57.52 | 5.79% |
Stefan Demuth Ameliora Wealth Management Ltd. | 1,842 | $485,821.54 | $483,985.5 | -$1,836.04 | -0.38% |
| CC Cheung Chan Chemistry Wealth Management LLC | 819 | $264,370.95 | $215,192.25 | -$49,178.7 | -18.6% |
Andrew Burkey Joseph Group Capital Management | 52 | $16,488.66 | $13,752.7 | -$2,735.96 | -16.59% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,868 | $759,571.59 | $1.08M | $318,362.61 | 41.91% |
Kathleen Thornhill Confluence Wealth Services Inc. | 4,301 | $605,438.12 | $1.13M | $524,649.63 | 86.66% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 1,492 | $474,372.6 | $403,481.55 | -$70,891.05 | -14.94% |
Samantha Pierangeli City State Bank | 348 | $30,059.2 | $91,437 | $61,377.8 | 204.19% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 2,977 | $247,619.11 | $803,462.56 | $555,843.45 | 224.48% |
Roger Steed KRS Capital Management LLC | 1,393 | $327,476.25 | $366,010.75 | $38,534.5 | 11.77% |
| TA Thomas Anderton 626 Financial LLC | 1,076 | $267,246.12 | $282,719 | $15,472.88 | 5.79% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 1,577 | $384,713.14 | $425,616.55 | $40,903.41 | 10.63% |
| MWM Marion Wealth Management Marion Wealth Management | 2,618 | $606,373.52 | $687,879.5 | $81,505.98 | 13.44% |
| KKS Karl K. Segerberg Settian Capita LLP | 7,000 | $2.1M | $1.87M | -$232,040 | -11.03% |
W. Travis McKinney HB Wealth Management LLC | 11,700 | $2.35M | $3.07M | $726,322.71 | 30.94% |
| LF Lukas Feh LGT Group Foundation | 59,113 | $18.49M | $15.96M | -$2.53M | -13.69% |