| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 72 | $4,683.96 | $4,783.32 | $99.36 | 2.12% |
Candace Cavalier Congress Wealth Management LLC / DE / | 4,863 | $289,960.13 | $323,073.4 | $33,113.27 | 11.42% |
Barry Oliver Capital Performance Advisors LLP | 17,273 | $675,535.27 | $1.15M | $471,996.48 | 69.87% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 170 | $9,302.6 | $11,191.1 | $1,888.5 | 20.3% |
| MS Marek Sestak Czech National Bank | 133,526 | $9.28M | $8.89M | -$392,891.8 | -4.23% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 15,671 | $578,929.6 | $1.04M | $464,602.29 | 80.25% |
Caroline Jankowski Operose Advisors LLC | 6 | $196.44 | $399.54 | $203.1 | 103.39% |
Ana-Maria Ignat Covestor Ltd | 1,482 | $52,877.76 | $98,997.6 | $46,119.84 | 87.22% |
| SP Samantha Pierangeli City State Bank | 550 | $45,105.5 | $36,206.5 | -$8,899 | -19.73% |
| WTM W. Travis McKinney HB Wealth Management LLC | 44,027 | $1.82M | $2.95M | $1.13M | 61.97% |
| MC mike Chen Byrne Asset Management LLC | 100 | $6,419 | $6,706 | $287 | 4.47% |
Jeremy Baltz Raleigh Capital Management Inc. | 88 | $2,881.12 | $5,901.28 | $3,020.16 | 104.83% |
| WJ William Jollie Quent Capital LLC | 1,818 | $69,417.28 | $121,224.24 | $51,806.96 | 74.63% |
| MS Missy Straw Nilsine Partners LLC | 16,774 | $949,216.37 | $1.12M | $175,648.07 | 18.5% |
Michael Byun SageView Advisory Group LLC | 845 | $34,773 | $56,285.45 | $21,512.45 | 61.87% |
| TK Taro Kuriyama Axq Capita LLP | 65,970 | $2.43M | $4.39M | $1.97M | 81.13% |
| KJ Ken Joseph Braidwel LLP | 330,000 | $10.8M | $22.13M | $11.33M | 104.83% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,325 | $441,693.16 | $417,797.87 | -$23,895.29 | -5.41% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 13,537 | $538,171.24 | $894,186.53 | $356,015.29 | 66.15% |
| JG John Ginter Callan Family Office LLC | 16,223 | $667,576.26 | $1.07M | $406,467.45 | 60.89% |