| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darby Barncord Martin Capital Advisors LLP | 2,873 | $589,154.94 | $1.46M | $869,381 | 147.56% |
| HC Harry Cowley Stonegate Investment Group LLC | 1,419 | $159,912.38 | $720,383.74 | $560,471.36 | 350.49% |
Dominic Corabi Wedmont Private Capital | 13,406 | $2.2M | $6.81M | $4.6M | 208.9% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 2,353 | $282,546.33 | $1.19M | $912,001.2 | 322.78% |
| JB Joel Blattner Avaii Wealth Management LLC | 1,070 | $195,884.9 | $577,050.99 | $381,166.09 | 194.59% |
Susan M. Stiles Stiles Financial Services Inc. | 10,414 | $1.96M | $5.29M | $3.32M | 169.3% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 7,043 | $1.38M | $3.58M | $2.2M | 159.52% |
Candace Cavalier Congress Wealth Management LLC / DE / | 68,458 | $13.72M | $34.75M | $21.03M | 153.3% |
Stanley D. Royer Claris Advisors LLC / Mo / | 661 | $225,923.19 | $335,569.88 | $109,646.69 | 48.53% |
Craig Kurth PCG Wealth Advisors LLC | 1,390 | $260,615.92 | $705,661.31 | $445,045.39 | 170.77% |
Barry Oliver Capital Performance Advisors LLP | 3,320 | $647,082.9 | $1.69M | $1.04M | 160.47% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 554 | $400,542 | $281,249.19 | -$119,292.81 | -29.78% |
| RS Radon Stancil POM Investment Strategies LLC | 8 | $3,878 | $4,061.36 | $183.36 | 4.73% |
Li Peng China Universal Asset Management Co. Ltd. | 41,061 | $12.43M | $20.85M | $8.42M | 67.72% |
Jeffrey McClean Solidarity Wealth LLC | 279 | $201,717 | $141,639.93 | -$60,077.07 | -29.78% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 1,070 | $219,071.8 | $543,206.91 | $324,135.11 | 147.96% |
Andrew Miller OLIO Financial Planning | 775 | $264,887.25 | $393,444.26 | $128,557.01 | 48.53% |
Shaun Peterson Peterson Wealth Services | 1,907 | $557,016.99 | $968,126.71 | $411,109.72 | 73.81% |
William Liberti Wealth Effects LLC | 2,710 | $496,119.7 | $1.45M | $951,670.67 | 191.82% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 683 | $160,807.83 | $346,738.62 | $185,930.79 | 115.62% |