| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 702,311 | $37.54M | $44.1M | $6.56M | 17.47% |
Jacob B. Rue Shore Point Advisors LLC | 113,613 | $6.03M | $7.08M | $1.04M | 17.31% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 11,403 | $604,043.78 | $710,178.84 | $106,135.06 | 17.57% |
Sean Reitenbach Prosperity Consulting Group LLC | 92,842 | $4.72M | $5.76M | $1.04M | 21.92% |
James Langer Redmont Wealth Advisors LLC | 15 | $724.65 | $931.65 | $207 | 28.57% |
Michael Byun SageView Advisory Group LLC | 4,634 | $227,034.73 | $287,354.34 | $60,319.61 | 26.57% |
Timothy Dempsey DHK Financial Advisors Inc. | 28,200 | $1.46M | $1.77M | $310,623 | 21.27% |
Timothy Gerlach Novem Group | 6,690 | $393,611.56 | $415,281.75 | $21,670.19 | 5.51% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,509 | $470,037.16 | $533,684.48 | $63,647.32 | 13.54% |
Peter Joers Avos Capital Management LLC | 13,290 | $758,901.01 | $823,448.4 | $64,547.39 | 8.51% |
Mariana Coli Dunhill Financial LLC | 54 | $3,023.11 | $3,386.88 | $363.77 | 12.03% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 18,089 | $919,590.39 | $1.12M | $199,033.37 | 21.64% |
Bert D. Barre Colonial Trust Co. / SC | 728 | $35,555.81 | $45,740.24 | $10,184.43 | 28.64% |
Jonathan Seed Seed Wealth Management Inc. | 4,800 | $211,152 | $301,584 | $90,432 | 42.83% |
Brendan G. Moody Watershed Private Wealth LLC | 8,356 | $367,898.26 | $524,756.8 | $156,858.54 | 42.64% |
Sean O'Reilly Ffg Retirement Advisors LLC | 35,756 | $1.63M | $2.22M | $584,793.55 | 35.87% |
| PIL PFG Investments LLC PFG Investments LLC | 6,127 | $289,796.38 | $384,959.41 | $95,163.03 | 32.84% |
Jackson O'Connor O'Connor Financial Group LLC | 122,017 | $5.94M | $7.66M | $1.72M | 29.04% |
Scott Boyce Decker Retirement Planning Inc. | 485 | $31,384 | $30,106.37 | -$1,277.63 | -4.07% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 263 | $12,125.98 | $16,529.55 | $4,403.57 | 36.32% |