| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 19 | $3,678.91 | $4,841.67 | $1,162.76 | 31.61% |
Steve Wachs Legacy CG LLC | 26,473 | $4.32M | $6.71M | $2.39M | 55.23% |
Susan M. Stiles Stiles Financial Services Inc. | 3,679 | $507,432.07 | $967,429.84 | $459,997.77 | 90.65% |
Candace Cavalier Congress Wealth Management LLC / DE / | 8,322 | $1.02M | $2.11M | $1.09M | 107.3% |
Stanley D. Royer Claris Advisors LLC / Mo / | 1,010 | $224,977.5 | $256,742 | $31,764.5 | 14.12% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 1,115 | $248,366.25 | $283,879 | $35,512.75 | 14.3% |
Shaun Peterson Peterson Wealth Services | 25 | $3,385.75 | $6,474.25 | $3,088.5 | 91.22% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 900 | $200,475 | $235,219.5 | $34,744.5 | 17.33% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 82 | $11,483.8 | $21,161.74 | $9,677.94 | 84.27% |
| MS Marek Sestak Czech National Bank | 65,187 | $8.66M | $16.77M | $8.11M | 93.67% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,395 | $235,894.5 | $357,601.27 | $121,706.77 | 51.59% |
Tracy A. Zullo Zullo Investment Group Inc. | 2,180 | $269,389.69 | $574,342.8 | $304,953.11 | 113.2% |
Ana-Maria Ignat Covestor Ltd | 144 | $23,487.84 | $36,675.36 | $13,187.52 | 56.15% |
Kathryn Brown Morton Brown Family Wealth LLC | 4 | $891 | $1,032.84 | $141.84 | 15.92% |
Andrew Burkey Joseph Group Capital Management | 84 | $15,914.17 | $21,740.88 | $5,826.71 | 36.61% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,588 | $343,060.36 | $666,720.56 | $323,660.2 | 94.34% |
Kathleen Thornhill Confluence Wealth Services Inc. | 11,789 | $1.37M | $3.03M | $1.67M | 121.88% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 1,148 | $255,717 | $291,873.26 | $36,156.26 | 14.14% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 3,498 | $478,891.91 | $916,650.9 | $437,758.99 | 91.41% |
W. Travis McKinney HB Wealth Management LLC | 15,863 | $2.81M | $4.04M | $1.23M | 43.88% |