| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shaun Peterson Peterson Wealth Services | 1,304 | $1.24M | $1.62M | $381,158.6 | 30.79% |
Seth Scher Matrix Private Capital Group LLC | 171 | $236,383.56 | $208,154.88 | -$28,228.68 | -11.94% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 1 | $1,382.36 | $1,237.14 | -$145.22 | -10.51% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 1 | $1,093.35 | $1,236.92 | $143.57 | 13.13% |
| MS Marek Sestak Czech National Bank | 14,120 | $8.56M | $17.32M | $8.76M | 102.3% |
Clint Dunn Beaird Harris Wealth Management LLC | 1 | $920.64 | $1,222.84 | $302.2 | 32.82% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 150 | $207,354 | $187,023 | -$20,331 | -9.8% |
Penny A. Phillips Journey Strategic Wealth LLC | 340 | $219,873.71 | $417,183.4 | $197,309.69 | 89.74% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 345 | $377,205.79 | $424,670.85 | $47,465.06 | 12.58% |
Ana-Maria Ignat Covestor Ltd | 64 | $69,974.4 | $79,948.8 | $9,974.4 | 14.25% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 1,624 | $1.54M | $1.98M | $440,753.84 | 28.69% |
Andrew Burkey Joseph Group Capital Management | 12 | $12,865.29 | $14,804.4 | $1,939.11 | 15.07% |
Sean Reitenbach Prosperity Consulting Group LLC | 198 | $273,707.28 | $243,202.41 | -$30,504.87 | -11.15% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,947 | $1.18M | $2.39M | $1.21M | 102.46% |
W. Travis McKinney HB Wealth Management LLC | 3,834 | $2.28M | $4.79M | $2.51M | 109.74% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 25 | $16,935.5 | $31,033.87 | $14,098.37 | 83.25% |
Courtney Lawson Autumn Glory Partners LLC | 226 | $208,582.77 | $279,826.42 | $71,243.65 | 34.16% |
William Jollie Quent Capital LLC | 157 | $160,401.23 | $196,124.4 | $35,723.17 | 22.27% |
Missy Straw Nilsine Partners LLC | 173 | $189,149.55 | $212,693.12 | $23,543.57 | 12.45% |
Dalila Toledo Ascent Group LLC | 239 | $264,489.76 | $292,920.79 | $28,431.03 | 10.75% |