| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 250 | $8,472.5 | $8,802.5 | $330 | 3.89% |
David Lutz LifeGuide Financial Advisors LLC | 9,024 | $319,362.31 | $317,735.04 | -$1,627.27 | -0.51% |
| MS Marek Sestak Czech National Bank | 214,148 | $6.1M | $7.54M | $1.44M | 23.54% |
Penny A. Phillips Journey Strategic Wealth LLC | 7,411 | $274,288.86 | $260,941.31 | -$13,347.55 | -4.87% |
G. Adam Parmer Enhancing Capital LLC | 20,880 | $627,652.8 | $730,591.2 | $102,938.4 | 16.4% |
Caroline Jankowski Operose Advisors LLC | 706 | $18,449.38 | $25,034.76 | $6,585.38 | 35.69% |
Tracy A. Zullo Zullo Investment Group Inc. | 37,439 | $1.15M | $1.32M | $171,848.44 | 14.99% |
Ana-Maria Ignat Covestor Ltd | 1,291 | $45,290.16 | $45,778.86 | $488.7 | 1.08% |
Kathryn Brown Morton Brown Family Wealth LLC | 1,381 | $49,365.27 | $48,625.01 | -$740.26 | -1.5% |
Andrew Burkey Joseph Group Capital Management | 259 | $9,729.15 | $9,052.05 | -$677.1 | -6.96% |
Sean Reitenbach Prosperity Consulting Group LLC | 6,213 | $225,842.55 | $220,312.98 | -$5,529.57 | -2.45% |
Kathleen Thornhill Confluence Wealth Services Inc. | 20,390 | $633,971.27 | $717,931.9 | $83,960.63 | 13.24% |
Samantha Pierangeli City State Bank | 305 | $9,754.5 | $10,739.05 | $984.55 | 10.09% |
W. Travis McKinney HB Wealth Management LLC | 30,832 | $1.06M | $1.09M | $20,692.95 | 1.94% |
| MC mike Chen Byrne Asset Management LLC | 350 | $9,261 | $12,232.5 | $2,971.5 | 32.09% |
Jeremy Baltz Raleigh Capital Management Inc. | 44,717 | $1.4M | $1.57M | $177,451.72 | 12.7% |
William Jollie Quent Capital LLC | 1,788 | $65,964.73 | $63,402.48 | -$2,562.25 | -3.88% |
Dalila Toledo Ascent Group LLC | 54,842 | $1.89M | $1.93M | $39,782.82 | 2.1% |
| EM Erin Mccann Simplicity Wealth LLC | 8,558 | $325,788.95 | $299,102.1 | -$26,686.85 | -8.19% |
| KB Kimberly Byrne Bill Few Associates Inc. | 13,353 | $396,117.85 | $470,159.13 | $74,041.28 | 18.69% |