| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JB Joel Blattner Avaii Wealth Management LLC | 4,898 | $314,402.62 | $337,276.28 | $22,873.66 | 7.28% |
Candace Cavalier Congress Wealth Management LLC / DE / | 4,863 | $289,960.13 | $344,057.25 | $54,097.12 | 18.66% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 170 | $9,302.6 | $11,973.1 | $2,670.5 | 28.71% |
| MS Marek Sestak Czech National Bank | 141,937 | $9.81M | $9.96M | $151,420.46 | 1.54% |
Penny A. Phillips Journey Strategic Wealth LLC | 15,671 | $578,929.6 | $1.1M | $525,719.19 | 90.81% |
Ana-Maria Ignat Covestor Ltd | 425 | $15,164 | $29,966.75 | $14,802.75 | 97.62% |
Samantha Pierangeli City State Bank | 550 | $45,105.5 | $38,744.75 | -$6,360.75 | -14.1% |
W. Travis McKinney HB Wealth Management LLC | 45,774 | $1.94M | $3.23M | $1.29M | 66.8% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 73,515 | $4.72M | $5.06M | $343,315.05 | 7.28% |
| MC mike Chen Byrne Asset Management LLC | 100 | $6,419 | $7,016 | $597 | 9.3% |
Jeremy Baltz Raleigh Capital Management Inc. | 368 | $20,854.32 | $25,818.88 | $4,964.56 | 23.81% |
William Jollie Quent Capital LLC | 1,736 | $66,491.52 | $122,405.36 | $55,913.84 | 84.09% |
Missy Straw Nilsine Partners LLC | 35,320 | $2.14M | $2.48M | $338,366.98 | 15.81% |
| EM Erin Mccann Simplicity Wealth LLC | 5,720 | $367,166.8 | $404,404 | $37,237.2 | 10.14% |
Robert Glass AlphaCentric Advisors LLC | 1,858 | $119,265.02 | $127,941.88 | $8,676.86 | 7.28% |
Taro Kuriyama Axq Capita LLP | 47,494 | $1.7M | $3.36M | $1.66M | 97.31% |
Dan Mohr Retireful LLC | 21,447 | $1.34M | $1.52M | $175,436.46 | 13.08% |
Mark Fiskio Empirical Asset Management LLC | 6,344 | $407,221.36 | $445,095.04 | $37,873.68 | 9.3% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,325 | $441,693.16 | $446,039 | $4,345.84 | 0.98% |
Joseph Wallace Wallace Advisory Group LLC | 5,364 | $344,316 | $376,338.24 | $32,022.24 | 9.3% |