| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy J. Landolt Endowment Wealth Management Inc. | 13,241 | $6.18M | $5.11M | -$1.07M | -17.37% |
Candace Cavalier Congress Wealth Management LLC / DE / | 1,592 | $556,458.43 | $608,080.32 | $51,621.89 | 9.28% |
Jennifer Ralph Oppold Alpine Peaks Capita LLP | 19,191 | $4.85M | $7.31M | $2.46M | 50.76% |
Katherine Andersen Western Pacific Wealth Management LP | 254 | $91,186 | $97,541.08 | $6,355.08 | 6.97% |
| MS Marek Sestak Czech National Bank | 20,221 | $5.79M | $7.71M | $1.92M | 33.06% |
Penny A. Phillips Journey Strategic Wealth LLC | 818 | $214,585.94 | $312,091.54 | $97,505.6 | 45.44% |
Ana-Maria Ignat Covestor Ltd | 147 | $48,058.45 | $56,303.94 | $8,245.49 | 17.16% |
Bill McVay Red Tortoise LLC | 40 | $9,414 | $15,222.8 | $5,808.8 | 61.7% |
Samantha Pierangeli City State Bank | 111 | $26,123.85 | $42,358.15 | $16,234.3 | 62.14% |
| JCC Jason Cyril Crawshaw William Allan Corp | 13,228 | $3.47M | $5.09M | $1.61M | 46.44% |
W. Travis McKinney HB Wealth Management LLC | 4,709 | $1.07M | $1.8M | $736,125.01 | 68.96% |
| LF Lukas Feh LGT Group Foundation | 223,365 | $61.82M | $85.57M | $23.75M | 38.41% |
William Jollie Quent Capital LLC | 32 | $9,941.28 | $12,256.64 | $2,315.36 | 23.29% |
| EM Erin Mccann Simplicity Wealth LLC | 1,174 | $421,466 | $448,925.86 | $27,459.86 | 6.52% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,123 | $251,417.24 | $430,131.46 | $178,714.22 | 71.08% |
Edward Lowndes Angeles Wealth Management LLC | 1,034 | $230,977.5 | $393,868.38 | $162,890.88 | 70.52% |
Kevin Zemann WealthPlan Investment Management LLC | 742 | $267,542.24 | $284,200.83 | $16,658.59 | 6.23% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4 | $1,484 | $1,532.64 | $48.64 | 3.28% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 10,173 | $3.65M | $3.89M | $238,944.77 | 6.54% |
CJ Harrison DecisionPoint Financial LLC | 6 | $1,626 | $2,298.12 | $672.12 | 41.34% |