| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cliff A. Demarest Consilium Wealth Advisory LLC | 6,560 | $1.52M | $1.87M | $351,667.28 | 23.13% |
Candace Cavalier Congress Wealth Management LLC / DE / | 141,370 | $25.37M | $40.36M | $14.99M | 59.08% |
Matt Shibata Morling Financial Advisors LLC | 984 | $227,905.09 | $278,865.59 | $50,960.5 | 22.36% |
Nicholas Shaheen FSA Advisors Inc. | 3,382 | $791,549.74 | $961,468.78 | $169,919.04 | 21.47% |
Barry Oliver Capital Performance Advisors LLP | 5,103 | $1.1M | $1.46M | $355,899.22 | 32.34% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 8,628 | $1.76M | $2.45M | $693,501.34 | 39.38% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 767 | $203,316.35 | $219,749.33 | $16,432.98 | 8.08% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 1,457 | $229,587.18 | $412,724.39 | $183,137.21 | 79.77% |
John Flavin Aspire Capital Advisors LLC | 1,227 | $286,115.09 | $348,737.94 | $62,622.85 | 21.89% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 2,443 | $567,034.64 | $697,403.21 | $130,368.57 | 22.99% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 2,152 | $289,938.96 | $609,597.04 | $319,658.08 | 110.25% |
Kristie R. Furseth Bowman & Co S.C. | 10,647 | $1.98M | $3.02M | $1.04M | 52.39% |
| RS Radon Stancil POM Investment Strategies LLC | 1,492 | $373,245.13 | $424,891.76 | $51,646.63 | 13.84% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 2,504 | $345,736.12 | $713,577.4 | $367,841.28 | 106.39% |
Li Peng China Universal Asset Management Co. Ltd. | 6,913 | $1.41M | $1.97M | $562,189.05 | 39.96% |
Jeffrey McClean Solidarity Wealth LLC | 3,834 | $633,274.13 | $1.09M | $453,281.43 | 71.58% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 8,843 | $1.26M | $2.51M | $1.25M | 98.94% |
Bridget Fagerholt MAS Advisors LLC | 1,052 | $243,580.08 | $302,123.88 | $58,543.8 | 24.03% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 1,076 | $176,006.94 | $306,563.16 | $130,556.22 | 74.18% |
| CWM Carole W. Murphy Lynch Asset Management Inc. | 45,350 | $6.14M | $13.08M | $6.93M | 112.94% |