| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cliff A. Demarest Consilium Wealth Advisory LLC | 4,234 | $708,833.15 | $2.56M | $1.85M | 261.7% |
Candace Cavalier Congress Wealth Management LLC / DE / | 22,425 | $2.88M | $12.37M | $9.49M | 330.12% |
Matt Shibata Morling Financial Advisors LLC | 1,159 | $235,775.37 | $661,580.38 | $425,805.01 | 180.6% |
cullen roche Orcam Financial Group | 540 | $313,691.38 | $304,981.2 | -$8,710.18 | -2.78% |
Craig Kurth PCG Wealth Advisors LLC | 631 | $366,554.19 | $382,089.45 | $15,535.26 | 4.24% |
Nicholas Shaheen FSA Advisors Inc. | 1,818 | $369,835.44 | $1.1M | $731,018.15 | 197.66% |
Barry Oliver Capital Performance Advisors LLP | 4,112 | $774,463.04 | $2.35M | $1.57M | 203.08% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 725 | $154,107.16 | $439,009.27 | $284,902.11 | 184.87% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 599 | $348,908.67 | $331,486.6 | -$17,422.07 | -4.99% |
John Flavin Aspire Capital Advisors LLC | 1,051 | $170,041.29 | $599,931.82 | $429,890.53 | 252.82% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 1,592 | $435,177.32 | $964,003.81 | $528,826.49 | 121.52% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 842 | $489,126.19 | $473,397.66 | -$15,728.53 | -3.22% |
Kristie R. Furseth Bowman & Co S.C. | 8,918 | $1.31M | $5.01M | $3.7M | 282.76% |
| RS Radon Stancil POM Investment Strategies LLC | 22 | $4,475.48 | $12,558.04 | $8,082.56 | 180.6% |
Li Peng China Universal Asset Management Co. Ltd. | 82,470 | $14.8M | $47.08M | $32.28M | 218.13% |
| CWM Carole W. Murphy Lynch Asset Management Inc. | 35,400 | $2.84M | $19.49M | $16.65M | 586.7% |
Andrew Miller OLIO Financial Planning | 1,118 | $239,430.88 | $613,647.84 | $374,216.96 | 156.29% |
Shaun Peterson Peterson Wealth Services | 3,951 | $652,307.25 | $2.39M | $1.74M | 266.77% |
Taylor Jobe MKT Advisors LLC | 411 | $238,754 | $234,607.02 | -$4,146.98 | -1.74% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 4 | $2,323.64 | $2,422.12 | $98.48 | 4.24% |