| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HC Harry Cowley Stonegate Investment Group LLC | 2,031 | $594,039.01 | $604,913.04 | $10,874.03 | 1.83% |
Dominic Corabi Wedmont Private Capital | 720 | $227,303.29 | $213,588 | -$13,715.29 | -6.03% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 10 | $2,994.4 | $2,959.45 | -$34.95 | -1.17% |
Susan M. Stiles Stiles Financial Services Inc. | 12,433 | $3.93M | $3.73M | -$201,007.74 | -5.12% |
Candace Cavalier Congress Wealth Management LLC / DE / | 1,751 | $513,778.42 | $517,026.52 | $3,248.1 | 0.63% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 29 | $8,683.76 | $8,642 | -$41.76 | -0.48% |
| DB Devin Blodgett Blodgett Wealth Advisors LLC | 1,300 | $486,928 | $385,723 | -$101,205 | -20.78% |
| MS Marek Sestak Czech National Bank | 48,310 | $13.97M | $14.38M | $410,959.02 | 2.94% |
Jennifer Carlson Gould Capital LLC | 11,412 | $3.42M | $3.43M | $16,606.71 | 0.49% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,168 | $316,387.84 | $347,152.96 | $30,765.12 | 9.72% |
Ana-Maria Ignat Covestor Ltd | 168 | $49,303.91 | $49,615.44 | $311.53 | 0.63% |
Jay Richards Investment Advisory Group LLC | 929 | $270,150.48 | $279,368.88 | $9,218.4 | 3.41% |
Kathleen Thornhill Confluence Wealth Services Inc. | 6,727 | $2.1M | $2M | -$93,273.11 | -4.45% |
Bill McVay Red Tortoise LLC | 13 | $3,965 | $3,870.75 | -$94.25 | -2.38% |
Samantha Pierangeli City State Bank | 276 | $100,428.12 | $82,203.84 | -$18,224.28 | -18.15% |
W. Travis McKinney HB Wealth Management LLC | 3,252 | $960,488.21 | $960,413.16 | -$75.05 | -0.01% |
| MC mike Chen Byrne Asset Management LLC | 277 | $82,173.76 | $82,497.52 | $323.76 | 0.39% |
Russell Mohberg Regatta Capital Group LLC | 8,002 | $2.58M | $2.41M | -$170,781.73 | -6.63% |
| DC Debora Caley Richwood Investment Advisors LLC | 754 | $225,683.68 | $222,022.84 | -$3,660.84 | -1.62% |
William Jollie Quent Capital LLC | 78 | $22,530.3 | $23,035.74 | $505.44 | 2.24% |