| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dominic Corabi Wedmont Private Capital | 8,378 | $588,076 | $605,226.72 | $17,150.72 | 2.92% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 4 | $290.28 | $290.56 | $0.28 | 0.1% |
Candace Cavalier Congress Wealth Management LLC / DE / | 3,700 | $238,132 | $268,250 | $30,118 | 12.65% |
Jason topor KLEIN PAVLIS & PEASLEY FINANCIAL Inc. | 31,835 | $2.17M | $2.3M | $137,118.01 | 6.33% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 2,141 | $133,740.66 | $155,629.29 | $21,888.63 | 16.37% |
| MS Marek Sestak Czech National Bank | 56,657 | $3.19M | $4.12M | $926,766.43 | 29.07% |
Caroline Jankowski Operose Advisors LLC | 3,110 | $191,475.2 | $225,941.5 | $34,466.3 | 18% |
Ana-Maria Ignat Covestor Ltd | 514 | $33,022.05 | $37,306.12 | $4,284.07 | 12.97% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,786 | $226,696.82 | $202,347.18 | -$24,349.64 | -10.74% |
Bill McVay Red Tortoise LLC | 83 | $3,873.61 | $6,032.85 | $2,159.24 | 55.74% |
Roger Steed KRS Capital Management LLC | 6,300 | $441,916.67 | $457,254 | $15,337.33 | 3.47% |
W. Travis McKinney HB Wealth Management LLC | 11,483 | $776,544.85 | $833,436.14 | $56,891.29 | 7.33% |
Russell Mohberg Regatta Capital Group LLC | 3,853 | $270,471.07 | $283,792.71 | $13,321.64 | 4.93% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 6,125 | $312,375 | $453,280.62 | $140,905.62 | 45.11% |
William Jollie Quent Capital LLC | 1,674 | $117,148.32 | $121,498.92 | $4,350.6 | 3.71% |
Taro Kuriyama Axq Capita LLP | 27,686 | $2.25M | $2M | -$254,988.24 | -11.32% |
Katie Christensen iSAM Funds UKK) Ltd | 9,200 | $748,604 | $670,772 | -$77,832 | -10.4% |
Kevin Zemann WealthPlan Investment Management LLC | 3,197 | $250,151.34 | $232,038.26 | -$18,113.08 | -7.24% |
Nadine Hofstetter Northwest Bank & Trust Co. | 10,415 | $700,256.47 | $769,772.65 | $69,516.18 | 9.93% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,920 | $135,148.8 | $139,555.2 | $4,406.4 | 3.26% |