| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barry Oliver Capital Performance Advisors LLP | 3,750 | $657,347.5 | $833,550 | $176,202.5 | 26.81% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 991 | $184,454.83 | $216,256.02 | $31,801.19 | 17.24% |
Sara S. Alexander Sonora Investment Management Group LLC | 1,572 | $203,935.56 | $349,439.88 | $145,504.32 | 71.35% |
Jason Whitby Stone Summit Wealth LLC | 975 | $199,894.5 | $216,255 | $16,360.5 | 8.18% |
| MS Marek Sestak Czech National Bank | 114,585 | $9.71M | $25.36M | $15.65M | 161.2% |
Clint Dunn Beaird Harris Wealth Management LLC | 5 | $981.15 | $1,106.85 | $125.7 | 12.81% |
Penny A. Phillips Journey Strategic Wealth LLC | 946 | $218,015.16 | $209,255.2 | -$8,759.96 | -4.02% |
Brian Ramsay Wealthspan Partners LLC | 2,862 | $564,219.14 | $634,562.64 | $70,343.5 | 12.47% |
Ana-Maria Ignat Covestor Ltd | 118 | $15,104.25 | $25,930.5 | $10,826.25 | 71.68% |
Kathryn Brown Morton Brown Family Wealth LLC | 10 | $2,305.56 | $2,220.3 | -$85.26 | -3.7% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 13,979 | $2.42M | $3.14M | $723,059.89 | 29.91% |
Stefan Demuth Ameliora Wealth Management Ltd. | 225 | $45,074.7 | $49,926.37 | $4,851.67 | 10.76% |
| CB Catherine Bluvol Next Level Private LLC | 1,374 | $256,452.41 | $307,727.91 | $51,275.5 | 19.99% |
Andrew Burkey Joseph Group Capital Management | 135 | $30,162.18 | $29,986.87 | -$175.31 | -0.58% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,979 | $411,536.59 | $881,587.24 | $470,050.65 | 114.22% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,250 | $604,934.98 | $498,015 | -$106,919.98 | -17.67% |
Samantha Pierangeli City State Bank | 141 | $5,556.81 | $31,248.42 | $25,691.61 | 462.34% |
Brett Lee Planning Center Inc. | 862 | $231,757.31 | $188,092.71 | -$43,664.6 | -18.84% |
W. Travis McKinney HB Wealth Management LLC | 10,411 | $1.44M | $2.29M | $852,164.11 | 59.36% |
| LF Lukas Feh LGT Group Foundation | 9,904 | $1.63M | $2.2M | $570,201.68 | 34.95% |