| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashish Sharma DGS Capital Management LLC | 1,357 | $471,637.09 | $497,611.9 | $25,974.81 | 5.51% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 65 | $23,067.76 | $23,628.15 | $560.39 | 2.43% |
Dominic Corabi Wedmont Private Capital | 1,041 | $368,938 | $380,579.19 | $11,641.19 | 3.16% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 1,954 | $449,657.73 | $718,241.55 | $268,583.82 | 59.73% |
Susan M. Stiles Stiles Financial Services Inc. | 2,041 | $458,684.08 | $752,108.5 | $293,424.42 | 63.97% |
Candace Cavalier Congress Wealth Management LLC / DE / | 16,223 | $4.83M | $5.92M | $1.09M | 22.56% |
Nicholas Shaheen FSA Advisors Inc. | 1,199 | $447,155.34 | $440,602.52 | -$6,552.82 | -1.47% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 22 | $5,750.58 | $8,076.2 | $2,325.62 | 40.44% |
| MS Marek Sestak Czech National Bank | 14,862 | $3.86M | $5.44M | $1.58M | 40.89% |
Clint Dunn Beaird Harris Wealth Management LLC | 1 | $346.53 | $365.99 | $19.46 | 5.62% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,206 | $749,328.18 | $808,896.08 | $59,567.9 | 7.95% |
Ana-Maria Ignat Covestor Ltd | 376 | $119,693.08 | $137,582.16 | $17,889.08 | 14.95% |
Lonny Elfenbein West Michigan Advisors LLC | 1,129 | $395,064.84 | $414,726.86 | $19,662.02 | 4.98% |
John Gorlow Cardiff Park Advisors LLC | 2,386 | $546,973.47 | $875,542.7 | $328,569.23 | 60.07% |
Sean Reitenbach Prosperity Consulting Group LLC | 11,642 | $3.45M | $4.27M | $820,528.16 | 23.79% |
Kathleen Thornhill Confluence Wealth Services Inc. | 6,938 | $2.52M | $2.54M | $20,548.69 | 0.82% |
Gery Sadzewicz Forum Private Client Group LLC | 1,686 | $447,129.37 | $615,701.91 | $168,572.54 | 37.7% |
W. Travis McKinney HB Wealth Management LLC | 2,320 | $785,016.74 | $848,911.2 | $63,894.46 | 8.14% |
Courtney Lawson Autumn Glory Partners LLC | 3,393 | $736,773.39 | $1.25M | $512,529.21 | 69.56% |
| DC Debora Caley Richwood Investment Advisors LLC | 2,878 | $970,403.18 | $1.06M | $84,801.13 | 8.74% |