| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John D. Valleau Jr. ShankerValleau Wealth Advisors Inc. | 1,993 | $217,197.14 | $212,095.06 | -$5,102.08 | -2.35% |
Dominic Corabi Wedmont Private Capital | 4,742 | $518,375.61 | $505,876.56 | -$12,499.05 | -2.41% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 2,236 | $214,885.14 | $236,725.32 | $21,840.18 | 10.16% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 578 | $53,832.88 | $61,493.42 | $7,660.54 | 14.23% |
| JB Joel Blattner Avaii Wealth Management LLC | 3,508 | $402,191.57 | $371,391.96 | -$30,799.61 | -7.66% |
Timothy J. Landolt Endowment Wealth Management Inc. | 1,817 | $210,369.09 | $192,365.79 | -$18,003.3 | -8.56% |
Candace Cavalier Congress Wealth Management LLC / DE / | 7,863 | $755,072.76 | $836,741.14 | $81,668.38 | 10.82% |
Kristie R. Furseth Bowman & Co S.C. | 2,635 | $284,268.66 | $279,494.45 | -$4,774.21 | -1.68% |
| RS Radon Stancil POM Investment Strategies LLC | 474 | $54,348.73 | $50,599.5 | -$3,749.23 | -6.9% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 59 | $5,548.36 | $6,353.41 | $805.05 | 14.51% |
Sara S. Alexander Sonora Investment Management Group LLC | 2,981 | $287,601.66 | $318,221.75 | $30,620.09 | 10.65% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 578 | $50,484.85 | $61,701.5 | $11,216.65 | 22.22% |
April Lamb Sovereign Investment Advisors LLC | 2,937 | $340,016.49 | $311,880.03 | -$28,136.46 | -8.28% |
Ryan Gough Perfromance Wealth Partners LLC | 1,826 | $211,425.02 | $193,318.62 | -$18,106.4 | -8.56% |
| MS Marek Sestak Czech National Bank | 93,624 | $8.73M | $9.99M | $1.27M | 14.52% |
Penny A. Phillips Journey Strategic Wealth LLC | 6,262 | $631,201.16 | $664,836.54 | $33,635.38 | 5.33% |
G. Adam Parmer Enhancing Capital LLC | 11,706 | $1.14M | $1.25M | $111,558.18 | 9.82% |
Caroline Jankowski Operose Advisors LLC | 1,580 | $149,665.27 | $168,665 | $18,999.73 | 12.69% |
Ana-Maria Ignat Covestor Ltd | 151 | $15,379.19 | $16,012.04 | $632.85 | 4.11% |
Kathryn Brown Morton Brown Family Wealth LLC | 4 | $467.08 | $427 | -$40.08 | -8.58% |