| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 3,234 | $394,597.66 | $411,591.18 | $16,993.52 | 4.31% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 2,423 | $312,139.59 | $308,617.51 | -$3,522.08 | -1.13% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 69 | $7,293.3 | $8,837.52 | $1,544.22 | 21.17% |
| TG Terence Gray Vert Asset Management LLC | 183,272 | $22.86M | $23.04M | $179,078.26 | 0.78% |
Candace Cavalier Congress Wealth Management LLC / DE / | 23,054 | $2.85M | $2.95M | $99,536.73 | 3.49% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 3,154 | $368,787.49 | $402,418.86 | $33,631.37 | 9.12% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 15 | $1,982.7 | $1,893.15 | -$89.55 | -4.52% |
Sara S. Alexander Sonora Investment Management Group LLC | 3,166 | $499,523.54 | $400,609.81 | -$98,913.73 | -19.8% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 990 | $123,522.3 | $125,091.45 | $1,569.15 | 1.27% |
Caitlin Garner SC&H Financial Advisors Inc. | 4,212 | $679,608.51 | $537,030 | -$142,578.51 | -20.98% |
April Lamb Sovereign Investment Advisors LLC | 1,500 | $203,205 | $191,160 | -$12,045 | -5.93% |
Katherine Saltonstall Sandy Cove Advisors LLC | 3,854 | $447,129.43 | $492,155.8 | $45,026.37 | 10.07% |
| MS Marek Sestak Czech National Bank | 273,053 | $30.51M | $34.48M | $3.97M | 13% |
Jennifer Carlson Gould Capital LLC | 272 | $38,796.11 | $34,704.48 | -$4,091.63 | -10.55% |
Penny A. Phillips Journey Strategic Wealth LLC | 7,362 | $848,437.68 | $924,888.06 | $76,450.38 | 9.01% |
Lisa Cooper Figure 8 Investment Strategies LLC | 13,368 | $1.42M | $1.71M | $293,617.36 | 20.69% |
Ana-Maria Ignat Covestor Ltd | 469 | $52,713.48 | $59,534.86 | $6,821.38 | 12.94% |
Kathryn Brown Morton Brown Family Wealth LLC | 11 | $1,490.17 | $1,392.71 | -$97.46 | -6.54% |
Lonny Elfenbein West Michigan Advisors LLC | 1,723 | $227,746.14 | $218,019.8 | -$9,726.34 | -4.27% |
Jay Richards Investment Advisory Group LLC | 7,347 | $1.17M | $937,403.73 | -$232,649.9 | -19.88% |