| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MS Marek Sestak Czech National Bank | 580,514 | $8.32M | $8.9M | $571,461.8 | 6.86% |
Clint Dunn Beaird Harris Wealth Management LLC | 321 | $5,691.33 | $4,933.77 | -$757.56 | -13.31% |
Penny A. Phillips Journey Strategic Wealth LLC | 29,000 | $473,570.73 | $445,585 | -$27,985.73 | -5.91% |
Joshua Moeller Hill Island Financial LLC | 26,917 | $405,533.96 | $413,579.7 | $8,045.74 | 1.98% |
Ana-Maria Ignat Covestor Ltd | 2,224 | $37,159.04 | $34,138.4 | -$3,020.64 | -8.13% |
Lonny Elfenbein West Michigan Advisors LLC | 314,682 | $3.98M | $4.84M | $862,152.51 | 21.65% |
Andrew Burkey Joseph Group Capital Management | 506 | $8,798.1 | $7,774.69 | -$1,023.41 | -11.63% |
Kathleen Thornhill Confluence Wealth Services Inc. | 43,018 | $710,448.87 | $658,726.03 | -$51,722.84 | -7.28% |
Bill McVay Red Tortoise LLC | 1,248 | $17,580.31 | $19,212.96 | $1,632.65 | 9.29% |
Samantha Pierangeli City State Bank | 1,150 | $16,215 | $17,681.25 | $1,466.25 | 9.04% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 12,111 | $145,636.1 | $186,812.17 | $41,176.07 | 28.27% |
Roger Steed KRS Capital Management LLC | 25,651 | $340,606.52 | $397,077.48 | $56,470.96 | 16.58% |
W. Travis McKinney HB Wealth Management LLC | 125,261 | $1.99M | $1.92M | -$68,032.87 | -3.42% |
Mark Perrault Intergy Private Wealth LLC | 22,328 | $349,433.2 | $347,200.4 | -$2,232.8 | -0.64% |
Jeremy Baltz Raleigh Capital Management Inc. | 10 | $156.5 | $153.18 | -$3.32 | -2.12% |
Michelle McCarthy Vantage Financial Partners LLC | 17,890 | $264,524.88 | $278,457.85 | $13,932.97 | 5.27% |
William Jollie Quent Capital LLC | 1,735 | $29,969.79 | $26,632.25 | -$3,337.54 | -11.14% |
Missy Straw Nilsine Partners LLC | 10,851 | $192,388 | $166,562.85 | -$25,825.15 | -13.42% |
Dalila Toledo Ascent Group LLC | 117,198 | $2.03M | $1.8M | -$230,453.49 | -11.34% |
| EM Erin Mccann Simplicity Wealth LLC | 14,567 | $247,747.95 | $224,550.3 | -$23,197.65 | -9.36% |