| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caitlin Garner SC&H Financial Advisors Inc. | 912 | $270,143.51 | $211,191.84 | -$58,951.67 | -21.82% |
Amir Ali Monsefi Aire Advisors LLC | 2,420 | $374,977.91 | $562,553.2 | $187,575.29 | 50.02% |
Jason Whitby Stone Summit Wealth LLC | 1,496 | $355,419.02 | $346,488.56 | -$8,930.46 | -2.51% |
Katherine Saltonstall Sandy Cove Advisors LLC | 4,144 | $743,607.15 | $961,822.4 | $218,215.25 | 29.35% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 895 | $255,381.99 | $208,875.1 | -$46,506.89 | -18.21% |
Tracy Murray EdgeRock Capital LLC | 1,385 | $407,892.66 | $323,813 | -$84,079.66 | -20.61% |
David Lutz LifeGuide Financial Advisors LLC | 4,956 | $942,399.1 | $1.15M | $207,045.98 | 21.97% |
Dave Reichert Echo45 Advisors LLC | 1,017 | $223,729.84 | $238,089.87 | $14,360.03 | 6.42% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 16 | $3,393.15 | $3,719.28 | $326.13 | 9.61% |
Ryan Gough Perfromance Wealth Partners LLC | 10,220 | $1.73M | $2.37M | $637,713.52 | 36.89% |
| MS Marek Sestak Czech National Bank | 270,698 | $47.64M | $62.58M | $14.95M | 31.38% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,028 | $197,536.03 | $237,879.2 | $40,343.17 | 20.42% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 1,139 | $259,642.77 | $266,076.09 | $6,433.32 | 2.48% |
Jennifer Carlson Gould Capital LLC | 500 | $76,020.92 | $115,790 | $39,769.08 | 52.31% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 5,898 | $846,716.34 | $1.38M | $534,064.44 | 63.07% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 1,697 | $221,639.94 | $394,857.96 | $173,218.02 | 78.15% |
Lindsey Seagraves Carson Advisory Inc. | 16,074 | $2.65M | $3.72M | $1.08M | 40.67% |
Penny A. Phillips Journey Strategic Wealth LLC | 18,118 | $4.2M | $4.2M | $704.21 | 0.02% |
Russell Kartub Insight Inv LLC | 15,213 | $2.2M | $3.55M | $1.35M | 61.14% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 1,468 | $211,377.93 | $346,103.02 | $134,725.09 | 63.74% |