| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kea Molnar Cromwell Holdings LLC | 323 | $130,295.83 | $128,560.46 | -$1,735.37 | -1.33% |
David Spratt Badgley Phelps Wealth Managers LLC | 1,635 | $595,935.96 | $649,781.7 | $53,845.74 | 9.04% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 102 | $37,973.58 | $40,620.48 | $2,646.9 | 6.97% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 163 | $67,002.06 | $63,138.05 | -$3,864.01 | -5.77% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 1,580 | $408,983.86 | $631,873.6 | $222,889.74 | 54.5% |
Susan M. Stiles Stiles Financial Services Inc. | 595 | $221,512.56 | $238,464.1 | $16,951.54 | 7.65% |
Candace Cavalier Congress Wealth Management LLC / DE / | 1,103 | $478,991.96 | $438,674.13 | -$40,317.83 | -8.42% |
Li Peng China Universal Asset Management Co. Ltd. | 6,260 | $2.31M | $2.48M | $163,323.4 | 7.06% |
Katherine Andersen Western Pacific Wealth Management LP | 28 | $12,206.32 | $11,130.84 | -$1,075.48 | -8.81% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,057 | $457,504.57 | $418,952.52 | -$38,552.05 | -8.43% |
Dan Carman Alapocas Investment Partners Inc. | 13,426 | $3.36M | $5.31M | $1.95M | 57.86% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 3 | $1,108.66 | $1,192.57 | $83.91 | 7.57% |
Ryan Gough Perfromance Wealth Partners LLC | 655 | $317,819.1 | $261,810.05 | -$56,009.05 | -17.62% |
G. Adam Parmer Enhancing Capital LLC | 1,828 | $354,628.68 | $726,483.76 | $371,855.08 | 104.86% |
Caroline Jankowski Operose Advisors LLC | 119 | $41,571.4 | $47,082.35 | $5,510.95 | 13.26% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,047 | $389,787.64 | $414,067.56 | $24,279.92 | 6.23% |
James Langer Redmont Wealth Advisors LLC | 38 | $17,144.02 | $15,102.72 | -$2,041.3 | -11.91% |
Samantha Pierangeli City State Bank | 285 | $61,052.7 | $112,946.92 | $51,894.22 | 85% |
W. Travis McKinney HB Wealth Management LLC | 1,164 | $512,496.79 | $463,551.36 | -$48,945.43 | -9.55% |
| LF Lukas Feh LGT Group Foundation | 3,343 | $1.29M | $1.33M | $36,270.79 | 2.8% |