| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 14 | $1,583.26 | $1,660.26 | $77 | 4.86% |
Candace Cavalier Congress Wealth Management LLC / DE / | 133,377 | $18.45M | $15.82M | -$2.63M | -14.28% |
| RS Radon Stancil POM Investment Strategies LLC | 88 | $8,311.77 | $10,435.92 | $2,124.15 | 25.56% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 728 | $131,096.65 | $86,333.52 | -$44,763.13 | -34.15% |
Katherine Andersen Western Pacific Wealth Management LP | 25 | $2,723.25 | $2,964.75 | $241.5 | 8.87% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 2,300 | $452,272 | $272,838.19 | -$179,433.81 | -39.67% |
| MS Marek Sestak Czech National Bank | 60,989 | $6.39M | $7.23M | $843,845.45 | 13.21% |
Jennifer Carlson Gould Capital LLC | 43 | $4,149.5 | $5,098.08 | $948.58 | 22.86% |
| GAP G. Adam Parmer Enhancing Capital LLC | 7,650 | $1.5M | $906,984 | -$597,312 | -39.71% |
Caroline Jankowski Operose Advisors LLC | 2,000 | $189,223 | $237,160 | $47,937 | 25.33% |
Ana-Maria Ignat Covestor Ltd | 971 | $103,991.32 | $115,937.4 | $11,946.08 | 11.49% |
Kathleen Thornhill Confluence Wealth Services Inc. | 14,197 | $1.56M | $1.69M | $128,771.85 | 8.27% |
| SP Samantha Pierangeli City State Bank | 65 | $6,523.79 | $7,590.7 | $1,066.91 | 16.35% |
| WTM W. Travis McKinney HB Wealth Management LLC | 980,026 | $93M | $117.1M | $24.1M | 25.92% |
| LF Lukas Feh LGT Group Foundation | 3,750 | $432,412.5 | $445,125 | $12,712.5 | 2.94% |
| TT Timothy Taylor TCM Advisors LLC | 9,818 | $1.1M | $1.17M | $60,916.08 | 5.52% |
Jeremy Baltz Raleigh Capital Management Inc. | 154 | $17,146.11 | $18,401.49 | $1,255.38 | 7.32% |
| WJ William Jollie Quent Capital LLC | 384 | $39,401.02 | $45,715.2 | $6,314.18 | 16.03% |
| MS Missy Straw Nilsine Partners LLC | 3,956 | $442,639.73 | $472,703.23 | $30,063.5 | 6.79% |
Dalila Toledo Ascent Group LLC | 3,762 | $339,106.68 | $447,866.1 | $108,759.42 | 32.07% |