| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MS Marek Sestak Czech National Bank | 626,838 | $10.44M | $10.89M | $457,565.31 | 4.38% |
Lindsey Seagraves Carson Advisory Inc. | 40,006 | $596,986.5 | $695,304.28 | $98,317.78 | 16.47% |
Penny A. Phillips Journey Strategic Wealth LLC | 29,869 | $477,186.5 | $519,123.22 | $41,936.72 | 8.79% |
Caroline Jankowski Operose Advisors LLC | 49 | $860.44 | $851.62 | -$8.82 | -1.03% |
Ana-Maria Ignat Covestor Ltd | 4,960 | $76,270.88 | $86,601.6 | $10,330.72 | 13.54% |
| JN John Nunn Paradigm Capital Management LLC/NV | 13,328 | $214,180.96 | $231,640.64 | $17,459.68 | 8.15% |
Andrew Burkey Joseph Group Capital Management | 459 | $7,934.98 | $7,894.8 | -$40.18 | -0.51% |
Bill McVay Red Tortoise LLC | 249 | $4,048.74 | $4,327.62 | $278.88 | 6.89% |
W. Travis McKinney HB Wealth Management LLC | 102,259 | $1.71M | $1.78M | $71,133.32 | 4.17% |
| MC mike Chen Byrne Asset Management LLC | 3,000 | $50,838 | $51,600 | $762 | 1.5% |
Sue Cox BetterWealth LLC | 13,731 | $167,447.58 | $238,644.78 | $71,197.2 | 42.52% |
William Jollie Quent Capital LLC | 5,012 | $78,827.17 | $87,509.52 | $8,682.35 | 11.01% |
Dalila Toledo Ascent Group LLC | 23,672 | $338,431.21 | $411,419.36 | $72,988.15 | 21.57% |
| EM Erin Mccann Simplicity Wealth LLC | 20,714 | $340,272.97 | $356,280.8 | $16,007.83 | 4.7% |
Taro Kuriyama Axq Capita LLP | 157,570 | $2.46M | $2.71M | $248,297.22 | 10.09% |
Katie Christensen iSAM Funds UKK) Ltd | 22,873 | $401,879 | $397,532.74 | -$4,346.26 | -1.08% |
Clinton Joyner ATLAS Infrastructure Partners UKK) Ltd. | 13.34M | $231.23M | $231.85M | $616,882.75 | 0.27% |
Khanthaly Dacanay Chi Co. Wealth RIA | 34,117 | $563,288.33 | $592,953.46 | $29,665.13 | 5.27% |
Edward Lowndes Angeles Wealth Management LLC | 13,843 | $262,572.56 | $240,591.34 | -$21,981.22 | -8.37% |
Joseph Wallace Wallace Advisory Group LLC | 17,489 | $272,367.79 | $303,958.82 | $31,591.03 | 11.6% |