| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 31,772 | $339,183.16 | $835,603.6 | $496,420.44 | 146.36% |
| RS Radon Stancil POM Investment Strategies LLC | 874 | $24,000.14 | $22,986.2 | -$1,013.94 | -4.22% |
Li Peng China Universal Asset Management Co. Ltd. | 75,490 | $1M | $1.99M | $983,488.23 | 98.16% |
Katherine Andersen Western Pacific Wealth Management LP | 10,045 | $100,186.45 | $269,005.1 | $168,818.65 | 168.5% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 96 | $1,095.12 | $2,524.8 | $1,429.68 | 130.55% |
Bert Miller Miller Wealth Advisors LLC | 2,736 | $68,513.05 | $71,956.8 | $3,443.75 | 5.03% |
Amir Ali Monsefi Aire Advisors LLC | 88,190 | $910,395.78 | $2.32M | $1.41M | 154.77% |
| MS Marek Sestak Czech National Bank | 705,447 | $9.61M | $18.55M | $8.94M | 92.99% |
Clint Dunn Beaird Harris Wealth Management LLC | 400 | $10,440.95 | $10,520 | $79.05 | 0.76% |
Penny A. Phillips Journey Strategic Wealth LLC | 10,325 | $295,795.78 | $271,547.5 | -$24,248.28 | -8.2% |
Ana-Maria Ignat Covestor Ltd | 526 | $5,040.42 | $14,086.28 | $9,045.86 | 179.47% |
Kathryn Brown Morton Brown Family Wealth LLC | 62 | $751.4 | $1,630.6 | $879.2 | 117.01% |
Lonny Elfenbein West Michigan Advisors LLC | 26,833 | $773,327.06 | $705,707.9 | -$67,619.16 | -8.74% |
| CC Cheung Chan Chemistry Wealth Management LLC | 24,891 | $309,300.31 | $654,633.3 | $345,332.99 | 111.65% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 57,402 | $718,112.48 | $1.51M | $791,560.12 | 110.23% |
Andrew Burkey Joseph Group Capital Management | 707 | $19,797.74 | $18,526.93 | -$1,270.81 | -6.42% |
Sean Reitenbach Prosperity Consulting Group LLC | 8,742 | $251,157 | $229,914.6 | -$21,242.4 | -8.46% |
Kathleen Thornhill Confluence Wealth Services Inc. | 9,567 | $255,056.22 | $251,612.1 | -$3,444.12 | -1.35% |
Samantha Pierangeli City State Bank | 2,626 | $38,533.91 | $69,063.8 | $30,529.89 | 79.23% |
W. Travis McKinney HB Wealth Management LLC | 296,597 | $4.61M | $7.8M | $3.19M | 69.11% |