| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MS Marek Sestak Czech National Bank | 74,499 | $4.19M | $5.03M | $843,494.86 | 20.15% |
Penny A. Phillips Journey Strategic Wealth LLC | 3,273 | $234,870.48 | $220,011.06 | -$14,859.42 | -6.33% |
Joshua Ryder Taff New Perspectives Inc. | 3,224 | $217,329.84 | $215,879.04 | -$1,450.8 | -0.67% |
G. Adam Parmer Enhancing Capital LLC | 31,560 | $1.94M | $2.12M | $184,310.4 | 9.5% |
Caroline Jankowski Operose Advisors LLC | 341 | $24,479.22 | $23,020.91 | -$1,458.31 | -5.96% |
Ana-Maria Ignat Covestor Ltd | 173 | $11,196.21 | $11,608.3 | $412.09 | 3.68% |
Sean Reitenbach Prosperity Consulting Group LLC | 5,457 | $416,314.53 | $368,402.07 | -$47,912.46 | -11.51% |
Samantha Pierangeli City State Bank | 17,644 | $989,243.36 | $1.19M | $197,315.64 | 19.95% |
W. Travis McKinney HB Wealth Management LLC | 14,242 | $896,625.71 | $955,638.2 | $59,012.49 | 6.58% |
Jeremy Baltz Raleigh Capital Management Inc. | 173 | $10,288.85 | $11,679.23 | $1,390.38 | 13.51% |
William Jollie Quent Capital LLC | 1,271 | $86,664.03 | $85,284.1 | -$1,379.93 | -1.59% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 7,261 | $520,584.06 | $486,196.56 | -$34,387.5 | -6.61% |
Daniel Ronan Catalyst Financial Partners LLC | 2,707 | $206,517 | $182,749.57 | -$23,767.43 | -11.51% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,504 | $867,837.49 | $973,218.4 | $105,380.91 | 12.14% |
Nadine Hofstetter Northwest Bank & Trust Co. | 2,630 | $137,995.68 | $176,104.8 | $38,109.12 | 27.62% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 12,800 | $872,220.58 | $863,781.12 | -$8,439.46 | -0.97% |
CJ Harrison DecisionPoint Financial LLC | 4 | $304 | $268.4 | -$35.6 | -11.71% |
| JG John Ginter Callan Family Office LLC | 5,416 | $334,305.54 | $364,930.08 | $30,624.54 | 9.16% |
Albert Moore First National Advisers LLC | 5,811 | $315,956.11 | $389,104.56 | $73,148.45 | 23.15% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 92,093 | $4.85M | $6.2M | $1.35M | 27.87% |