| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam K. Wright Kathleen S. Wright Associates Inc. | 303 | $68,199.24 | $92,593.77 | $24,394.53 | 35.77% |
Ryan Gough Perfromance Wealth Partners LLC | 731 | $203,319.84 | $223,386.29 | $20,066.45 | 9.87% |
| MS Marek Sestak Czech National Bank | 55,380 | $11.74M | $16.92M | $5.18M | 44.09% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 854 | $191,876.71 | $260,973.86 | $69,097.15 | 36.01% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,783 | $824,319.37 | $850,456.97 | $26,137.6 | 3.17% |
Tyler Glazier New Millennium Group LLC | 115 | $26,167.47 | $35,142.85 | $8,975.38 | 34.3% |
Caroline Jankowski Operose Advisors LLC | 950 | $145,554.12 | $290,310.5 | $144,756.38 | 99.45% |
Ana-Maria Ignat Covestor Ltd | 94 | $19,301.31 | $28,575.06 | $9,273.75 | 48.05% |
Kathryn Brown Morton Brown Family Wealth LLC | 40 | $11,994 | $12,122.8 | $128.8 | 1.07% |
Andrew Burkey Joseph Group Capital Management | 21 | $6,596.94 | $6,418.33 | -$178.61 | -2.71% |
Kathleen Thornhill Confluence Wealth Services Inc. | 651 | $219,875.25 | $197,298.57 | -$22,576.68 | -10.27% |
James Langer Redmont Wealth Advisors LLC | 20 | $5,561.8 | $6,112.7 | $550.9 | 9.91% |
Samantha Pierangeli City State Bank | 636 | $114,630.15 | $194,383.86 | $79,753.71 | 69.57% |
W. Travis McKinney HB Wealth Management LLC | 7,488 | $1.73M | $2.28M | $545,645.72 | 31.48% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 11,760 | $2.85M | $3.58M | $725,666.79 | 25.45% |
Taylor Fairman Eagle Rock Investment Company LLC | 32,630 | $11.02M | $9.92M | -$1.1M | -9.95% |
Russell Mohberg Regatta Capital Group LLC | 9,901 | $1.59M | $3.01M | $1.43M | 89.88% |
Jeremy Baltz Raleigh Capital Management Inc. | 643 | $186,958.8 | $194,874.01 | $7,915.21 | 4.23% |
William Jollie Quent Capital LLC | 720 | $227,507.14 | $219,430.8 | -$8,076.34 | -3.55% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 2,741 | $483,677.6 | $835,237.52 | $351,559.92 | 72.68% |