| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steve Wachs Legacy CG LLC | 15,136 | $3.83M | $6.92M | $3.09M | 80.81% |
Candace Cavalier Congress Wealth Management LLC / DE / | 41,214 | $17.45M | $18.86M | $1.41M | 8.05% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 4,338 | $1.47M | $2.01M | $542,031.78 | 36.85% |
Kristie R. Furseth Bowman & Co S.C. | 9,988 | $2.97M | $4.56M | $1.59M | 53.49% |
Shaun Peterson Peterson Wealth Services | 9,046 | $3.51M | $4.22M | $717,511.64 | 20.47% |
William Liberti Wealth Effects LLC | 650 | $203,508.5 | $304,089.5 | $100,581 | 49.42% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 2 | $924.46 | $930.16 | $5.7 | 0.62% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 41 | $15,828.05 | $19,098.82 | $3,270.77 | 20.66% |
M. Katherine Pieper Unionview LLC | 438 | $202,456.74 | $200,122.2 | -$2,334.54 | -1.15% |
Ryan Gough Perfromance Wealth Partners LLC | 955 | $265,737.94 | $442,031.3 | $176,293.36 | 66.34% |
| MS Marek Sestak Czech National Bank | 47,550 | $14.86M | $22.19M | $7.33M | 49.29% |
Clint Dunn Beaird Harris Wealth Management LLC | 8 | $3,262.87 | $3,709.2 | $446.33 | 13.68% |
Penny A. Phillips Journey Strategic Wealth LLC | 674 | $292,495.78 | $311,738.48 | $19,242.7 | 6.58% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 502 | $217,852.94 | $232,175 | $14,322.06 | 6.57% |
Caroline Jankowski Operose Advisors LLC | 1,344 | $382,259.61 | $627,352.32 | $245,092.71 | 64.12% |
Ana-Maria Ignat Covestor Ltd | 77 | $34,511.73 | $35,132.79 | $621.06 | 1.8% |
Lonny Elfenbein West Michigan Advisors LLC | 5,387 | $1.58M | $2.52M | $939,492.74 | 59.6% |
Andrew Burkey Joseph Group Capital Management | 64 | $26,574.28 | $29,920.64 | $3,346.36 | 12.59% |
Sean Reitenbach Prosperity Consulting Group LLC | 640 | $276,586.65 | $298,220.8 | $21,634.15 | 7.82% |
Kathleen Thornhill Confluence Wealth Services Inc. | 6,179 | $1.84M | $2.88M | $1.05M | 56.97% |