| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dominic Corabi Wedmont Private Capital | 5,757 | $248,472.12 | $242,024.29 | -$6,447.83 | -2.59% |
| RS Radon Stancil POM Investment Strategies LLC | 543 | $23,435.9 | $22,827.72 | -$608.18 | -2.6% |
| MS Marek Sestak Czech National Bank | 186,202 | $5.78M | $7.83M | $2.05M | 35.5% |
Penny A. Phillips Journey Strategic Wealth LLC | 8,686 | $345,664.56 | $365,159.45 | $19,494.89 | 5.64% |
Brian Ramsay Wealthspan Partners LLC | 4,808 | $207,513.28 | $195,541.36 | -$11,971.92 | -5.77% |
Ana-Maria Ignat Covestor Ltd | 386 | $12,460.2 | $15,702.48 | $3,242.28 | 26.02% |
Andrew Burkey Joseph Group Capital Management | 306 | $13,311.68 | $12,445.02 | -$866.66 | -6.51% |
Samantha Pierangeli City State Bank | 750 | $22,492.5 | $31,530 | $9,037.5 | 40.18% |
W. Travis McKinney HB Wealth Management LLC | 29,450 | $991,435.48 | $1.24M | $246,642.55 | 24.88% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 603 | $16,829.73 | $25,350.12 | $8,520.39 | 50.63% |
Jeremy Baltz Raleigh Capital Management Inc. | 6,163 | $176,706.01 | $259,092.53 | $82,386.52 | 46.62% |
Allison Tronnes Forum Financial Management LP | 70,000 | $2.1M | $2.94M | $843,458.68 | 40.18% |
William Jollie Quent Capital LLC | 743 | $29,167.14 | $30,225.24 | $1,058.1 | 3.63% |
Taro Kuriyama Axq Capita LLP | 49,629 | $2.14M | $2.02M | -$125,600.56 | -5.86% |
Kristen Williams Athena Investment Management | 5,639 | $172,770.95 | $229,338.13 | $56,567.18 | 32.74% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 750 | $27,172.5 | $31,530 | $4,357.5 | 16.04% |
Patricia A. Thompson Leeward Investments LLC - MA | 213,646 | $6.56M | $8.98M | $2.42M | 36.82% |
Daniel Ronan Catalyst Financial Partners LLC | 4,626 | $203,729 | $194,477.04 | -$9,251.96 | -4.54% |
Gary M. Coon Finer Wealth Management Inc. | 11,050 | $308,481.51 | $464,542.01 | $156,060.5 | 50.59% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 13,482 | $521,062.88 | $566,783.29 | $45,720.41 | 8.77% |