| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Doumani PineStone Asset Management Inc. | 1.46M | $127.36M | $137.66M | $10.3M | 8.08% |
Candace Cavalier Congress Wealth Management LLC / DE / | 171,109 | $14.67M | $15.87M | $1.2M | 8.17% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 706 | $68,510.24 | $66,081.6 | -$2,428.64 | -3.54% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 411 | $37,970.88 | $38,319.58 | $348.7 | 0.92% |
| RM Robert Macaulay Jmac Enterprises LLC | 2,800 | $271,712 | $259,476 | -$12,236 | -4.5% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 150 | $13,636.5 | $13,970.25 | $333.75 | 2.45% |
Bert Miller Miller Wealth Advisors LLC | 629 | $58,036.38 | $58,270.56 | $234.18 | 0.4% |
Jason Whitby Stone Summit Wealth LLC | 2,715 | $218,251.41 | $254,694.15 | $36,442.74 | 16.7% |
Katherine Saltonstall Sandy Cove Advisors LLC | 12,252 | $1.06M | $1.15M | $92,284.69 | 8.74% |
Albert Luong Canoe Financia LLP | 73,246 | $6.78M | $6.77M | -$7,817.41 | -0.12% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 18 | $1,422.38 | $1,681.38 | $259 | 18.21% |
| MS Marek Sestak Czech National Bank | 229,047 | $17.91M | $21.32M | $3.4M | 19% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,183 | $93,864.96 | $110,113.64 | $16,248.68 | 17.31% |
Jennifer Carlson Gould Capital LLC | 412 | $35,051.76 | $38,682.68 | $3,630.92 | 10.36% |
Lindsey Seagraves Carson Advisory Inc. | 3,256 | $273,672.38 | $305,836.08 | $32,163.7 | 11.75% |
Penny A. Phillips Journey Strategic Wealth LLC | 10,732 | $858,369.87 | $1M | $144,535.53 | 16.84% |
G. Adam Parmer Enhancing Capital LLC | 4,000 | $341,360 | $369,520 | $28,160 | 8.25% |
Tyler Glazier New Millennium Group LLC | 103 | $9,958.34 | $9,603.72 | -$354.62 | -3.56% |
Tracy A. Zullo Zullo Investment Group Inc. | 2,652 | $192,456.17 | $248,465.88 | $56,009.71 | 29.1% |
Ana-Maria Ignat Covestor Ltd | 286 | $26,102.95 | $26,503.62 | $400.67 | 1.53% |