| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 2,407 | $203,451.83 | $296,205.42 | $92,753.59 | 45.59% |
Tracy Murray EdgeRock Capital LLC | 2,722 | $449,875.02 | $334,969.31 | -$114,905.71 | -25.54% |
Jonathan Yarger Yarger Wealth Strategies LLC | 3,324 | $334,006.09 | $409,051.43 | $75,045.34 | 22.47% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 105 | $14,422.9 | $12,921.3 | -$1,501.6 | -10.41% |
Ryan Gough Perfromance Wealth Partners LLC | 28,654 | $1.65M | $4.93M | $3.28M | 199.55% |
| MAL McBroom & Associates LLC McBroom & Associates LLC | 70,657 | $3.2M | $8.7M | $5.5M | 171.77% |
| MS Marek Sestak Czech National Bank | 653,550 | $48.25M | $80.43M | $32.18M | 66.7% |
Clint Dunn Beaird Harris Wealth Management LLC | 3,891 | $383,168.86 | $478,826.45 | $95,657.59 | 24.96% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 2,955 | $417,245.17 | $363,642.29 | -$53,602.88 | -12.85% |
Jennifer Carlson Gould Capital LLC | 50 | $5,833.5 | $8,600.5 | $2,767 | 47.43% |
Penny A. Phillips Journey Strategic Wealth LLC | 18,289 | $2.16M | $2.25M | $95,068.73 | 4.41% |
| DD Donald Davey Disciplined Equity Management Inc. | 9,850 | $954,481.2 | $1.21M | $257,659.78 | 26.99% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 21,575 | $546,494.75 | $2.66M | $2.11M | 385.83% |
Tyler Glazier New Millennium Group LLC | 54,002 | $9.34M | $6.65M | -$2.69M | -28.85% |
Caroline Jankowski Operose Advisors LLC | 1,914 | $189,735.75 | $235,536.84 | $45,801.09 | 24.14% |
Tracy A. Zullo Zullo Investment Group Inc. | 7,986 | $298,211.94 | $982,757.14 | $684,545.2 | 229.55% |
Ana-Maria Ignat Covestor Ltd | 1,151 | $168,368.28 | $197,983.5 | $29,615.22 | 17.59% |
Kathryn Brown Morton Brown Family Wealth LLC | 250 | $41,570.5 | $30,765 | -$10,805.5 | -25.99% |
Lonny Elfenbein West Michigan Advisors LLC | 4,662 | $828,670.5 | $573,705.71 | -$254,964.79 | -30.77% |
John Gorlow Cardiff Park Advisors LLC | 11,022 | $447,755 | $1.36M | $908,612.3 | 202.93% |