| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 9,541 | $2.2M | $2.61M | $416,694.41 | 18.96% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 860 | $273,890.59 | $236,491.4 | -$37,399.19 | -13.65% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 2,359 | $765,691.91 | $643,535.2 | -$122,156.71 | -15.95% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 1,665 | $328,585.17 | $456,668.04 | $128,082.87 | 38.98% |
Li Peng China Universal Asset Management Co. Ltd. | 10,876 | $2.69M | $2.94M | $246,761.81 | 9.16% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 1,172 | $356,662.88 | $321,977.7 | -$34,685.18 | -9.72% |
Shaun Peterson Peterson Wealth Services | 871 | $243,103.23 | $238,296.89 | -$4,806.34 | -1.98% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 233 | $13,796.42 | $63,452.89 | $49,656.47 | 359.92% |
William Liberti Wealth Effects LLC | 1,922 | $481,195.08 | $526,282.04 | $45,086.96 | 9.37% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 25 | $5,592.75 | $6,813 | $1,220.25 | 21.82% |
Sara S. Alexander Sonora Investment Management Group LLC | 907 | $292,995.72 | $247,601.93 | -$45,393.79 | -15.49% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 6,999 | $1.8M | $1.9M | $97,252.69 | 5.39% |
Nabeed Zaman Eagle Strategies LLC | 8,631 | $1.97M | $2.36M | $390,880.28 | 19.85% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 14 | $4,544.52 | $3,821.86 | -$722.66 | -15.9% |
Timothy Carne SFG Wealth Management LLC | 1,336 | $439,637.52 | $368,736 | -$70,901.52 | -16.13% |
| MS Marek Sestak Czech National Bank | 94,675 | $15.27M | $25.53M | $10.26M | 67.17% |
Clint Dunn Beaird Harris Wealth Management LLC | 26 | $6,940.81 | $7,057.18 | $116.37 | 1.68% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,308 | $679,753.8 | $623,667.76 | -$56,086.04 | -8.25% |
| HGL Herbst Group LLC Herbst Group LLC | 6,500 | $1.51M | $1.78M | $271,355.61 | 17.94% |
Caroline Jankowski Operose Advisors LLC | 548 | $127,833.78 | $148,129.88 | $20,296.1 | 15.88% |