| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 530,640 | $30.88M | $57.81M | $26.94M | 87.24% |
Stanley D. Royer Claris Advisors LLC / Mo / | 6,806 | $418,720.67 | $747,230.74 | $328,510.07 | 78.46% |
Nicholas Shaheen FSA Advisors Inc. | 3,604 | $277,616.12 | $414,712.28 | $137,096.16 | 49.38% |
Barry Oliver Capital Performance Advisors LLP | 5,067 | $359,862.97 | $575,813.88 | $215,950.91 | 60.01% |
Jennifer Scott Scott Capital Advisors LLC | 3,193 | $199,388.63 | $347,877.35 | $148,488.72 | 74.47% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 15,963 | $1.17M | $1.84M | $665,338.6 | 56.79% |
John Flavin Aspire Capital Advisors LLC | 6,005 | $441,400.67 | $682,408.2 | $241,007.53 | 54.6% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 12,641 | $790,066.92 | $1.45M | $664,532.95 | 84.11% |
| RS Radon Stancil POM Investment Strategies LLC | 455 | $35,303.35 | $51,706.2 | $16,402.85 | 46.46% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 39,031 | $2.2M | $4.26M | $2.05M | 93.2% |
Li Peng China Universal Asset Management Co. Ltd. | 177,414 | $12.52M | $20.16M | $7.64M | 61.05% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 5,902 | $378,671.82 | $670,703.28 | $292,031.46 | 77.12% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 1,855 | $217,888.3 | $203,697.55 | -$14,190.75 | -6.51% |
Shaun Peterson Peterson Wealth Services | 3,846 | $268,416.07 | $442,559.22 | $174,143.15 | 64.88% |
Taylor Jobe MKT Advisors LLC | 2,995 | $207,800.66 | $340,351.8 | $132,551.14 | 63.79% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 3,211 | $194,023.22 | $349,806.34 | $155,783.12 | 80.29% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 1,457 | $79,131.85 | $167,656.99 | $88,525.14 | 111.87% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 8,344 | $486,234.24 | $960,144.08 | $473,909.84 | 97.47% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 163 | $11,308.94 | $18,756.41 | $7,447.47 | 65.85% |
William Liberti Wealth Effects LLC | 3,559 | $276,114.72 | $409,534.13 | $133,419.41 | 48.32% |