| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MS Marek Sestak Czech National Bank | 328,174 | $15.02M | $14.81M | -$208,619.58 | -1.39% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,777 | $69,545.05 | $80,196.01 | $10,650.96 | 15.32% |
Jennifer Carlson Gould Capital LLC | 38,716 | $1.52M | $1.66M | $141,219.41 | 9.27% |
Penny A. Phillips Journey Strategic Wealth LLC | 8,058 | $330,173.17 | $363,657.54 | $33,484.37 | 10.14% |
Caroline Jankowski Operose Advisors LLC | 4,380 | $160,439.4 | $196,486.8 | $36,047.4 | 22.47% |
Ana-Maria Ignat Covestor Ltd | 3,080 | $117,472.3 | $132,378.4 | $14,906.1 | 12.69% |
Kathryn Brown Morton Brown Family Wealth LLC | 12 | $495.84 | $541.56 | $45.72 | 9.22% |
Lonny Elfenbein West Michigan Advisors LLC | 36,038 | $1.62M | $1.63M | $10,568.23 | 0.65% |
Andrew Burkey Joseph Group Capital Management | 146 | $6,032.72 | $6,294.06 | $261.34 | 4.33% |
Sean Reitenbach Prosperity Consulting Group LLC | 5,422 | $224,037.04 | $243,230.92 | $19,193.88 | 8.57% |
Kathleen Thornhill Confluence Wealth Services Inc. | 11,538 | $400,004.73 | $520,709.94 | $120,705.21 | 30.18% |
James Langer Redmont Wealth Advisors LLC | 961 | $35,941.4 | $43,369.93 | $7,428.53 | 20.67% |
Samantha Pierangeli City State Bank | 902 | $38,066.64 | $40,707.26 | $2,640.62 | 6.94% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 6,792 | $320,465.93 | $306,522.96 | -$13,942.97 | -4.35% |
W. Travis McKinney HB Wealth Management LLC | 29,897 | $1.29M | $1.35M | $59,662.37 | 4.63% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 51,000 | $2.57M | $2.19M | -$374,850 | -14.61% |
Courtney Lawson Autumn Glory Partners LLC | 33,365 | $1.39M | $1.51M | $120,537.25 | 8.7% |
Jeremy Baltz Raleigh Capital Management Inc. | 85 | $3,962.2 | $3,836.05 | -$126.15 | -3.18% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,605 | $282,051 | $252,953.65 | -$29,097.35 | -10.32% |
William Jollie Quent Capital LLC | 8,305 | $315,038.8 | $356,948.9 | $41,910.1 | 13.3% |