| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Arthur Romano FOREFRONT WEALTH MANAGEMENT Inc. | 28,631 | $1.6M | $2.6M | $996,187.52 | 62.11% |
Candace Cavalier Congress Wealth Management LLC / DE / | 12,301 | $1.14M | $1.12M | -$25,770.23 | -2.25% |
Craig Kurth PCG Wealth Advisors LLC | 3,639 | $232,633.77 | $330,457.59 | $97,823.82 | 42.05% |
Taylor Jobe MKT Advisors LLC | 3,944 | $288,362.37 | $358,154.64 | $69,792.27 | 24.2% |
Seth Scher Matrix Private Capital Group LLC | 4,522 | $408,743.58 | $429,544.78 | $20,801.2 | 5.09% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 4,103 | $336,817.11 | $372,593.43 | $35,776.32 | 10.62% |
Sara S. Alexander Sonora Investment Management Group LLC | 11,502 | $868,211.69 | $1.04M | $176,284.93 | 20.3% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 61 | $4,979.43 | $5,539.41 | $559.98 | 11.25% |
Bert Miller Miller Wealth Advisors LLC | 90 | $5,708.7 | $8,172.9 | $2,464.2 | 43.17% |
April Lamb Sovereign Investment Advisors LLC | 95,849 | $6.09M | $9.1M | $3.01M | 49.46% |
| MS Marek Sestak Czech National Bank | 179,332 | $12.62M | $16.29M | $3.66M | 28.99% |
Clint Dunn Beaird Harris Wealth Management LLC | 31,639 | $2.22M | $2.87M | $654,488.24 | 29.5% |
Lindsey Seagraves Carson Advisory Inc. | 10,275 | $772,684.5 | $928,243.5 | $155,559 | 20.13% |
Penny A. Phillips Journey Strategic Wealth LLC | 5,643 | $440,889.33 | $512,440.83 | $71,551.5 | 16.23% |
| DD Donald Davey Disciplined Equity Management Inc. | 17,415 | $1.46M | $1.58M | $124,822.1 | 8.57% |
Brian Ramsay Wealthspan Partners LLC | 6,303 | $506,142.19 | $549,873.72 | $43,731.53 | 8.64% |
Ana-Maria Ignat Covestor Ltd | 233 | $21,060.87 | $20,135.86 | -$925.01 | -4.39% |
Kathryn Brown Morton Brown Family Wealth LLC | 11 | $956.34 | $998.91 | $42.57 | 4.45% |
Lonny Elfenbein West Michigan Advisors LLC | 2,318 | $209,524.02 | $210,497.58 | $973.56 | 0.46% |
John Gorlow Cardiff Park Advisors LLC | 2,890 | $169,016.88 | $274,521.1 | $105,504.22 | 62.42% |