| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cliff A. Demarest Consilium Wealth Advisory LLC | 2,825 | $219,191.75 | $327,671.75 | $108,480 | 49.49% |
Candace Cavalier Congress Wealth Management LLC / DE / | 429,218 | $23.84M | $49.78M | $25.95M | 108.84% |
Stanley D. Royer Claris Advisors LLC / Mo / | 6,806 | $418,720.67 | $789,427.94 | $370,707.27 | 88.53% |
Nicholas Shaheen FSA Advisors Inc. | 6,266 | $482,669.98 | $726,793.34 | $244,123.36 | 50.58% |
Barry Oliver Capital Performance Advisors LLP | 10,308 | $683,285.08 | $1.2M | $512,339.84 | 74.98% |
Jennifer Scott Scott Capital Advisors LLC | 3,258 | $203,399.78 | $377,895.42 | $174,495.64 | 85.79% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 16,756 | $1.22M | $1.94M | $723,068.6 | 59.25% |
John Flavin Aspire Capital Advisors LLC | 6,005 | $441,400.67 | $729,607.5 | $288,206.83 | 65.29% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 13,952 | $867,687.22 | $1.62M | $750,605.26 | 86.51% |
| RS Radon Stancil POM Investment Strategies LLC | 455 | $35,303.35 | $52,775.45 | $17,472.1 | 49.49% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 39,031 | $2.2M | $4.74M | $2.54M | 115.3% |
Li Peng China Universal Asset Management Co. Ltd. | 177,414 | $12.52M | $20.58M | $8.06M | 64.38% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 5,902 | $378,671.82 | $684,572.98 | $305,901.16 | 80.78% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 1,855 | $217,888.3 | $215,161.45 | -$2,726.85 | -1.25% |
Shaun Peterson Peterson Wealth Services | 3,846 | $268,416.07 | $446,097.54 | $177,681.47 | 66.2% |
Taylor Jobe MKT Advisors LLC | 2,995 | $207,800.66 | $347,390.05 | $139,589.39 | 67.17% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 3,211 | $194,023.22 | $372,443.89 | $178,420.67 | 91.96% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 1,457 | $79,131.85 | $168,997.43 | $89,865.58 | 113.56% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 8,644 | $505,245.24 | $1M | $497,372.32 | 98.44% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 163 | $11,308.94 | $18,906.37 | $7,597.43 | 67.18% |