| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason topor KLEIN PAVLIS & PEASLEY FINANCIAL Inc. | 15,660 | $2.45M | $2.62M | $173,265.76 | 7.08% |
Sara S. Alexander Sonora Investment Management Group LLC | 5,875 | $667,950.23 | $979,186.25 | $311,236.02 | 46.6% |
Caitlin Garner SC&H Financial Advisors Inc. | 6,600 | $750,572.39 | $1.09M | $342,651.61 | 45.65% |
Bert Miller Miller Wealth Advisors LLC | 183 | $26,574.62 | $30,601.26 | $4,026.64 | 15.15% |
| MS Marek Sestak Czech National Bank | 44,098 | $5.04M | $7.35M | $2.31M | 45.71% |
Ana-Maria Ignat Covestor Ltd | 167 | $29,085.5 | $27,925.74 | -$1,159.76 | -3.99% |
Kathryn Brown Morton Brown Family Wealth LLC | 3 | $555.42 | $500.01 | -$55.41 | -9.98% |
Andrew Burkey Joseph Group Capital Management | 61 | $9,653.93 | $10,166.87 | $512.94 | 5.31% |
Sean Reitenbach Prosperity Consulting Group LLC | 10,123 | $1.43M | $1.69M | $257,566.24 | 18.02% |
James Langer Redmont Wealth Advisors LLC | 187 | $27,848.04 | $31,167.29 | $3,319.25 | 11.92% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 1,256 | $205,129.92 | $209,233.27 | $4,103.35 | 2% |
Michael Hackman HFG Advisors Inc. | 2,847 | $427,589.64 | $476,075.34 | $48,485.7 | 11.34% |
W. Travis McKinney HB Wealth Management LLC | 3,978 | $558,760.1 | $665,201.16 | $106,441.06 | 19.05% |
Jeremy Baltz Raleigh Capital Management Inc. | 82 | $11,817.42 | $13,666.94 | $1,849.52 | 15.65% |
Michelle McCarthy Vantage Financial Partners LLC | 4,994 | $695,471 | $827,206.16 | $131,735.16 | 18.94% |
William Jollie Quent Capital LLC | 437 | $75,458.82 | $73,075.14 | -$2,383.68 | -3.16% |
Dalila Toledo Ascent Group LLC | 9,740 | $1.09M | $1.64M | $550,222.79 | 50.43% |
Ed West Values First Advisors Inc. | 1,741 | $178,008.74 | $288,379.24 | $110,370.5 | 62% |
Michael Byun SageView Advisory Group LLC | 4,805 | $504,566.93 | $800,849.35 | $296,282.42 | 58.72% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,980 | $486,693.6 | $493,607.2 | $6,913.6 | 1.42% |