| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2,609 | $396,481.39 | $654,702.46 | $258,221.07 | 65.13% |
Timothy J. Landolt Endowment Wealth Management Inc. | 3,494 | $621,254.85 | $851,837.2 | $230,582.35 | 37.12% |
Bill Ryan Manhattan West Asset Management LLC | 2,708 | $454,720.92 | $671,502.76 | $216,781.84 | 47.67% |
Steve Wachs Legacy CG LLC | 28,096 | $5.89M | $7.05M | $1.16M | 19.68% |
Arthur Romano FOREFRONT WEALTH MANAGEMENT Inc. | 1,809 | $244,018.73 | $453,950.46 | $209,931.73 | 86.03% |
Susan M. Stiles Stiles Financial Services Inc. | 2,833 | $395,815.75 | $704,737.05 | $308,921.3 | 78.05% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 6,149 | $1.41M | $1.52M | $111,789.9 | 7.91% |
Candace Cavalier Congress Wealth Management LLC / DE / | 106,882 | $18.97M | $26.82M | $7.85M | 41.41% |
Matt Shibata Morling Financial Advisors LLC | 984 | $227,905.09 | $239,899.2 | $11,994.11 | 5.26% |
Nicholas Shaheen FSA Advisors Inc. | 3,382 | $791,549.74 | $841,306.29 | $49,756.55 | 6.29% |
Barry Oliver Capital Performance Advisors LLP | 5,103 | $1.1M | $1.27M | $172,344.36 | 15.66% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 8,628 | $1.76M | $2.15M | $385,395.37 | 21.89% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 1,457 | $229,587.18 | $365,619.58 | $136,032.4 | 59.25% |
John Flavin Aspire Capital Advisors LLC | 1,227 | $286,115.09 | $299,142.6 | $13,027.51 | 4.55% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 2,443 | $567,034.64 | $609,430.8 | $42,396.16 | 7.48% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 3,022 | $407,154.06 | $758,340.68 | $351,186.62 | 86.25% |
Kristie R. Furseth Bowman & Co S.C. | 10,647 | $1.98M | $2.67M | $692,161.05 | 34.96% |
| RS Radon Stancil POM Investment Strategies LLC | 1,492 | $373,245.13 | $374,402.48 | $1,157.35 | 0.31% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 2,504 | $345,736.12 | $610,475.2 | $264,739.08 | 76.57% |
Li Peng China Universal Asset Management Co. Ltd. | 6,913 | $1.41M | $1.73M | $328,011.18 | 23.32% |