| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 181 | $30,701.15 | $60,392.46 | $29,691.31 | 96.71% |
Candace Cavalier Congress Wealth Management LLC / DE / | 27,116 | $7.92M | $9.03M | $1.1M | 13.94% |
Sara S. Alexander Sonora Investment Management Group LLC | 1,379 | $335,083.22 | $454,766.62 | $119,683.4 | 35.72% |
Kimberly Foster Laraway Financial Advisors Inc. | 2,900 | $405,306.34 | $971,311.5 | $566,005.16 | 139.65% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 303 | $68,199.24 | $101,020.2 | $32,820.96 | 48.13% |
Ryan Gough Perfromance Wealth Partners LLC | 741 | $206,149.64 | $247,049.39 | $40,899.75 | 19.84% |
| MS Marek Sestak Czech National Bank | 54,829 | $11.67M | $18.3M | $6.63M | 56.81% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 854 | $191,876.71 | $281,632.12 | $89,755.41 | 46.78% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,783 | $824,319.37 | $921,061.68 | $96,742.31 | 11.74% |
Tyler Glazier New Millennium Group LLC | 115 | $26,167.47 | $38,374.35 | $12,206.88 | 46.65% |
Caroline Jankowski Operose Advisors LLC | 950 | $145,554.12 | $317,072 | $171,517.88 | 117.84% |
Ana-Maria Ignat Covestor Ltd | 95 | $19,584.29 | $31,325.77 | $11,741.48 | 59.95% |
Kathryn Brown Morton Brown Family Wealth LLC | 40 | $11,994 | $13,240 | $1,246 | 10.39% |
Andrew Burkey Joseph Group Capital Management | 33 | $9,992.7 | $11,011.77 | $1,019.07 | 10.2% |
Kathleen Thornhill Confluence Wealth Services Inc. | 922 | $296,562.83 | $307,735.94 | $11,173.11 | 3.77% |
James Langer Redmont Wealth Advisors LLC | 20 | $5,561.8 | $6,659.6 | $1,097.8 | 19.74% |
Samantha Pierangeli City State Bank | 636 | $114,630.15 | $210,980.28 | $96,350.13 | 84.05% |
W. Travis McKinney HB Wealth Management LLC | 7,361 | $1.71M | $2.44M | $723,722.53 | 42.25% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 11,760 | $2.85M | $3.92M | $1.07M | 37.51% |
Taylor Fairman Eagle Rock Investment Company LLC | 19,995 | $6.75M | $6.63M | -$120,369.9 | -1.78% |