| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dominic Corabi Wedmont Private Capital | 1,264 | $628,924.4 | $723,311.35 | $94,386.95 | 15.01% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 338 | $197,030.34 | $193,417.12 | -$3,613.22 | -1.83% |
David Doumani PineStone Asset Management Inc. | 943,550 | $503.47M | $539.94M | $36.46M | 7.24% |
Candace Cavalier Congress Wealth Management LLC / DE / | 10,561 | $5.97M | $6.04M | $71,181.03 | 1.19% |
Albert Luong Canoe Financia LLP | 179,551 | $106.74M | $102.75M | -$3.99M | -3.74% |
| MS Marek Sestak Czech National Bank | 20,722 | $10.1M | $11.86M | $1.76M | 17.45% |
Penny A. Phillips Journey Strategic Wealth LLC | 892 | $505,338.88 | $510,438.07 | $5,099.19 | 1.01% |
Ana-Maria Ignat Covestor Ltd | 104 | $58,524.98 | $58,569.68 | $44.7 | 0.08% |
Andrew Burkey Joseph Group Capital Management | 30 | $16,527.81 | $17,156.1 | $628.29 | 3.8% |
James Langer Redmont Wealth Advisors LLC | 10 | $5,767.4 | $5,722.4 | -$45 | -0.78% |
Bill McVay Red Tortoise LLC | 7 | $3,256.19 | $4,005.68 | $749.49 | 23.02% |
W. Travis McKinney HB Wealth Management LLC | 5,262 | $2.88M | $3.01M | $130,840.1 | 4.54% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 980 | $539,636.14 | $551,661.58 | $12,025.44 | 2.23% |
| LWL Leo Wealth LLC Leo Wealth LLC | 770 | $415,041 | $440,624.79 | $25,583.79 | 6.16% |
William Jollie Quent Capital LLC | 129 | $72,116.69 | $72,648.93 | $532.24 | 0.74% |
Dalila Toledo Ascent Group LLC | 1,088 | $609,242.42 | $622,597.11 | $13,354.69 | 2.19% |
Jesse Hamilton WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY Ltd. | 22,985 | $11.7M | $13.14M | $1.44M | 12.3% |
Katie Christensen iSAM Funds UKK) Ltd | 680 | $366,632.2 | $382,846.8 | $16,214.6 | 4.42% |
Daniel Ronan Catalyst Financial Partners LLC | 390 | $218,416 | $223,173.6 | $4,757.6 | 2.18% |
Joseph Wallace Wallace Advisory Group LLC | 576 | $334,512.94 | $329,610.23 | -$4,902.71 | -1.47% |