| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 185,495 | $33.82M | $39.96M | $6.15M | 18.18% |
Barry Oliver Capital Performance Advisors LLP | 1,255 | $254,460.32 | $270,829 | $16,368.68 | 6.43% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 2,062 | $254,596.2 | $446,763.23 | $192,167.03 | 75.48% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 3,432 | $608,472.46 | $753,255.36 | $144,782.9 | 23.79% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 1,210 | $242,629.2 | $260,101.6 | $17,472.4 | 7.2% |
Jacob B. Rue Shore Point Advisors LLC | 1,920 | $426,739.18 | $421,401.6 | -$5,337.58 | -1.25% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 458 | $80,502.66 | $100,521.84 | $20,019.18 | 24.87% |
| RM Robert Macaulay Jmac Enterprises LLC | 5,900 | $978,271.48 | $1.27M | $294,948.52 | 30.15% |
Sara S. Alexander Sonora Investment Management Group LLC | 80,228 | $14.35M | $17.31M | $2.96M | 20.65% |
Caitlin Garner SC&H Financial Advisors Inc. | 1,743 | $311,238.59 | $382,553.64 | $71,315.05 | 22.91% |
Tracy Murray EdgeRock Capital LLC | 824 | $202,885.28 | $177,819.2 | -$25,066.08 | -12.35% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 3,055 | $375,062.35 | $670,511.4 | $295,449.05 | 78.77% |
David Lutz LifeGuide Financial Advisors LLC | 1,524 | $284,589.61 | $327,172.32 | $42,582.71 | 14.96% |
Jonathan Yarger Yarger Wealth Strategies LLC | 891 | $219,382.02 | $192,277.8 | -$27,104.22 | -12.35% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 8 | $1,592.15 | $1,726.4 | $134.25 | 8.43% |
| MS Marek Sestak Czech National Bank | 114,626 | $18.51M | $24.74M | $6.22M | 33.61% |
Clint Dunn Beaird Harris Wealth Management LLC | 585 | $106,547.12 | $126,172.8 | $19,625.68 | 18.42% |
Lindsey Seagraves Carson Advisory Inc. | 2,049 | $251,972.2 | $449,714.52 | $197,742.32 | 78.48% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,291 | $446,637.27 | $495,073.64 | $48,436.37 | 10.84% |
Russell Kartub Insight Inv LLC | 12,919 | $2.47M | $2.78M | $312,578.6 | 12.67% |