| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMS Susan M. Stiles Stiles Financial Services Inc. | 2,063 | $463,422.44 | $831,719.08 | $368,296.64 | 79.47% |
Candace Cavalier Congress Wealth Management LLC / DE / | 16,223 | $4.83M | $6.54M | $1.71M | 35.34% |
| NS Nicholas Shaheen FSA Advisors Inc. | 902 | $327,636 | $364,340.35 | $36,704.35 | 11.2% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 22 | $5,750.58 | $9,041.78 | $3,291.2 | 57.23% |
| MS Marek Sestak Czech National Bank | 14,745 | $3.82M | $5.95M | $2.13M | 55.91% |
Clint Dunn Beaird Harris Wealth Management LLC | 1 | $346.53 | $403.71 | $57.18 | 16.5% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 2,206 | $749,328.18 | $890,595.29 | $141,267.11 | 18.85% |
Caroline Jankowski Operose Advisors LLC | 2 | $726.44 | $807.43 | $80.99 | 11.15% |
Ana-Maria Ignat Covestor Ltd | 373 | $118,535.53 | $152,258.6 | $33,723.07 | 28.45% |
Lonny Elfenbein West Michigan Advisors LLC | 1,129 | $395,064.84 | $455,794.23 | $60,729.39 | 15.37% |
John Gorlow Cardiff Park Advisors LLC | 2,372 | $541,571.57 | $957,611.98 | $416,040.41 | 76.82% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 11,707 | $3.47M | $4.73M | $1.26M | 36.29% |
Kathleen Thornhill Confluence Wealth Services Inc. | 4,046 | $1.4M | $1.63M | $227,917.06 | 16.25% |
| GS Gery Sadzewicz Forum Private Client Group LLC | 1,675 | $442,885.02 | $676,222.62 | $233,337.6 | 52.69% |
| WTM W. Travis McKinney HB Wealth Management LLC | 2,473 | $829,342.37 | $1.01M | $182,831.82 | 22.05% |
Courtney Lawson Autumn Glory Partners LLC | 3,393 | $736,773.39 | $1.37M | $630,707.4 | 85.6% |
| DC Debora Caley Richwood Investment Advisors LLC | 2,868 | $966,544.68 | $1.16M | $189,345.36 | 19.59% |
| WJ William Jollie Quent Capital LLC | 109 | $37,764.05 | $44,705.26 | $6,941.21 | 18.38% |
Dalila Toledo Ascent Group LLC | 876 | $291,369.95 | $359,282.64 | $67,912.69 | 23.31% |
Michael Byun SageView Advisory Group LLC | 145 | $50,104 | $59,470.3 | $9,366.3 | 18.69% |