| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 4,850 | $353,788.83 | $353,443.75 | -$345.08 | -0.1% |
Li Peng China Universal Asset Management Co. Ltd. | 33,122 | $2.31M | $2.48M | $169,722.56 | 7.36% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 21,208 | $1.84M | $1.57M | -$264,575.33 | -14.38% |
Shaun Peterson Peterson Wealth Services | 3,558 | $228,774 | $267,027.9 | $38,253.9 | 16.72% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 1,437 | $92,293.89 | $107,315.16 | $15,021.27 | 16.28% |
Tracy Murray EdgeRock Capital LLC | 3,951 | $256,129.86 | $294,863.13 | $38,733.27 | 15.12% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 9 | $541.73 | $678.6 | $136.87 | 25.27% |
Ryan Gough Perfromance Wealth Partners LLC | 2,539 | $226,123.33 | $191,770.67 | -$34,352.66 | -15.19% |
| MS Marek Sestak Czech National Bank | 156,020 | $10.65M | $11.67M | $1.02M | 9.53% |
Clint Dunn Beaird Harris Wealth Management LLC | 2 | $128.44 | $147.94 | $19.5 | 15.18% |
Caroline Jankowski Operose Advisors LLC | 280 | $22,376.58 | $20,937 | -$1,439.58 | -6.43% |
Tracy A. Zullo Zullo Investment Group Inc. | 4,872 | $283,319.05 | $368,859.12 | $85,540.07 | 30.19% |
Ana-Maria Ignat Covestor Ltd | 806 | $51,737.32 | $59,853.56 | $8,116.24 | 15.69% |
John Gorlow Cardiff Park Advisors LLC | 2,368 | $210,894.08 | $178,357.76 | -$32,536.32 | -15.43% |
Andrew Burkey Joseph Group Capital Management | 189 | $14,232.11 | $14,214.69 | -$17.42 | -0.12% |
Kathleen Thornhill Confluence Wealth Services Inc. | 10,849 | $668,715.28 | $811,505.2 | $142,789.92 | 21.35% |
Bill McVay Red Tortoise LLC | 114 | $8,016.18 | $8,534.04 | $517.86 | 6.46% |
W. Travis McKinney HB Wealth Management LLC | 29,709 | $1.97M | $2.21M | $234,353.3 | 11.89% |
| LF Lukas Feh LGT Group Foundation | 38,260 | $3.1M | $2.89M | -$217,694.66 | -7.01% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 37,944 | $2.45M | $2.87M | $414,348.48 | 16.9% |