| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 13,438 | $2.86M | $2.68M | -$173,990.27 | -6.09% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 286 | $39,990.02 | $58,172.4 | $18,182.38 | 45.47% |
Katherine Andersen Western Pacific Wealth Management LP | 2,425 | $323,099.05 | $489,219.5 | $166,120.45 | 51.41% |
Sara S. Alexander Sonora Investment Management Group LLC | 1,038 | $220,844.88 | $209,312.7 | -$11,532.18 | -5.22% |
Bert Miller Miller Wealth Advisors LLC | 561 | $112,547.82 | $111,560.46 | -$987.36 | -0.88% |
Kimberly Foster Laraway Financial Advisors Inc. | 3,745 | $796,786.2 | $759,823.05 | -$36,963.15 | -4.64% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 102 | $13,374.24 | $20,630.52 | $7,256.28 | 54.26% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 13 | $2,371.59 | $2,619.89 | $248.3 | 10.47% |
Jeffrey Kearns Kearns & Associates LLC | 1,085 | $100,861.6 | $218,334.55 | $117,472.95 | 116.47% |
Ryan Gough Perfromance Wealth Partners LLC | 2,208 | $469,187.67 | $446,590.08 | -$22,597.59 | -4.82% |
| MS Marek Sestak Czech National Bank | 176,269 | $28.57M | $35.36M | $6.79M | 23.76% |
Clint Dunn Beaird Harris Wealth Management LLC | 64 | $13,605.12 | $12,855.68 | -$749.44 | -5.51% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 1,341 | $282,474.93 | $267,703.83 | -$14,771.1 | -5.23% |
Jennifer Carlson Gould Capital LLC | 150 | $33,357.5 | $30,430.5 | -$2,927 | -8.77% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 1,275 | $271,269 | $253,546.5 | -$17,722.5 | -6.53% |
Penny A. Phillips Journey Strategic Wealth LLC | 5,032 | $942,549.79 | $1.01M | $69,838.29 | 7.41% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 1,204 | $256,163.04 | $242,810.68 | -$13,352.36 | -5.21% |
Tyler Glazier New Millennium Group LLC | 19 | $2,630.55 | $3,825.55 | $1,195 | 45.43% |
Caroline Jankowski Operose Advisors LLC | 653 | $119,126.79 | $130,972.21 | $11,845.42 | 9.94% |
Ana-Maria Ignat Covestor Ltd | 158 | $33,710.2 | $31,419.88 | -$2,290.32 | -6.79% |