| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shaun Peterson Peterson Wealth Services | 37,453 | $2.14M | $2.39M | $254,881.75 | 11.93% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 720 | $38,030.4 | $45,986.4 | $7,956 | 20.92% |
Sara S. Alexander Sonora Investment Management Group LLC | 4,238 | $257,628.02 | $270,681.06 | $13,053.04 | 5.07% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 942 | $61,608.86 | $60,165.54 | -$1,443.32 | -2.34% |
April Lamb Sovereign Investment Advisors LLC | 5,732 | $350,683.76 | $359,625.68 | $8,941.92 | 2.55% |
| MS Marek Sestak Czech National Bank | 265,423 | $14.99M | $16.95M | $1.96M | 13.07% |
Penny A. Phillips Journey Strategic Wealth LLC | 7,706 | $455,629.25 | $492,182.22 | $36,552.97 | 8.02% |
Tyler Glazier New Millennium Group LLC | 2,739 | $159,039.19 | $174,939.93 | $15,900.74 | 10% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 13,624 | $800,958.02 | $851,636.24 | $50,678.22 | 6.33% |
Ana-Maria Ignat Covestor Ltd | 1,040 | $61,556.28 | $65,010.4 | $3,454.12 | 5.61% |
Kathryn Brown Morton Brown Family Wealth LLC | 16 | $991.36 | $1,021.92 | $30.56 | 3.08% |
Lonny Elfenbein West Michigan Advisors LLC | 8,278 | $506,448.04 | $528,715.86 | $22,267.82 | 4.4% |
Stefan Demuth Ameliora Wealth Management Ltd. | 188 | $10,941.6 | $12,007.56 | $1,065.96 | 9.74% |
Jay Richards Investment Advisory Group LLC | 21,971 | $1.49M | $1.37M | -$118,708.23 | -7.97% |
Andrew Burkey Joseph Group Capital Management | 407 | $24,510.91 | $25,380.52 | $869.61 | 3.55% |
Sean Reitenbach Prosperity Consulting Group LLC | 31,914 | $1.75M | $2M | $242,675.72 | 13.83% |
Kathleen Thornhill Confluence Wealth Services Inc. | 28,373 | $1.65M | $1.81M | $161,061.25 | 9.75% |
Bill McVay Red Tortoise LLC | 138 | $8,005.38 | $8,814.06 | $808.68 | 10.1% |
Samantha Pierangeli City State Bank | 3,054 | $189,179.84 | $195,058.98 | $5,879.14 | 3.11% |
Christopher Pelch Vance Wealth LLC | 5,626 | $399,794.4 | $352,975.24 | -$46,819.16 | -11.71% |