| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caitlin Garner SC&H Financial Advisors Inc. | 542 | $223,627.19 | $294,024.15 | $70,396.96 | 31.48% |
Albert Luong Canoe Financia LLP | 53,939 | $23.84M | $29.26M | $5.42M | 22.76% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 7,778 | $3.1M | $4.22M | $1.12M | 36.16% |
David Mailloux WealthCare Investment Partners LLC | 1,017 | $408,758.84 | $587,714.13 | $178,955.29 | 43.78% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 3 | $2,018.33 | $1,557.15 | -$461.18 | -22.85% |
| MS Marek Sestak Czech National Bank | 38,002 | $18.32M | $19.72M | $1.4M | 7.65% |
Loyd Stegent Stegent Equity Advisors Inc. | 1,547 | $600,792.26 | $839,216.53 | $238,424.27 | 39.68% |
Lindsey Seagraves Carson Advisory Inc. | 663 | $292,221.97 | $381,682.47 | $89,460.5 | 30.61% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,510 | $802,772.29 | $819,144.77 | $16,372.48 | 2.04% |
Ana-Maria Ignat Covestor Ltd | 101 | $51,787.28 | $57,729.58 | $5,942.3 | 11.47% |
Kathryn Brown Morton Brown Family Wealth LLC | 142 | $66,342.93 | $77,032.16 | $10,689.23 | 16.11% |
John Gorlow Cardiff Park Advisors LLC | 1,283 | $518,875.61 | $751,671.21 | $232,795.6 | 44.87% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 614 | $259,837.37 | $350,102.8 | $90,265.43 | 34.74% |
Jay Richards Investment Advisory Group LLC | 417 | $220,177.1 | $232,464.98 | $12,287.88 | 5.58% |
Andrew Burkey Joseph Group Capital Management | 34 | $21,281.88 | $18,953.98 | -$2,327.9 | -10.94% |
Sean Reitenbach Prosperity Consulting Group LLC | 963 | $506,158.52 | $555,959.16 | $49,800.64 | 9.84% |
James Langer Redmont Wealth Advisors LLC | 12 | $5,999.76 | $6,509.76 | $510 | 8.5% |
Bill McVay Red Tortoise LLC | 27 | $14,731.47 | $14,646.96 | -$84.51 | -0.57% |
Samantha Pierangeli City State Bank | 313 | $173,645.16 | $169,796.23 | -$3,848.93 | -2.22% |
| MWM Marion Wealth Management Marion Wealth Management | 2,926 | $1.3M | $1.52M | $222,124.49 | 17.13% |