| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 37,851 | $9.99M | $14.42M | $4.43M | 44.38% |
Jared Schneid Connective Portfolio Management LLC | 5,915 | $1.46M | $2.25M | $795,105.82 | 54.6% |
Craig Kurth PCG Wealth Advisors LLC | 24,802 | $5.15M | $9.47M | $4.32M | 83.93% |
Nicholas Shaheen FSA Advisors Inc. | 960 | $294,275.53 | $360,950.39 | $66,674.86 | 22.66% |
Barry Oliver Capital Performance Advisors LLP | 2,005 | $701,107.38 | $753,859.93 | $52,752.55 | 7.52% |
| EM Eric Malden Shearwater Capital LLC | 4,278 | $745,651.21 | $1.63M | $880,074.35 | 118.03% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 1,945 | $523,217.08 | $731,300.53 | $208,083.45 | 39.77% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 13,150 | $2.28M | $5.03M | $2.75M | 120.23% |
John Flavin Aspire Capital Advisors LLC | 38,456 | $12.42M | $14.46M | $2.04M | 16.44% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 878 | $325,701.02 | $330,119.21 | $4,418.19 | 1.36% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 890 | $190,566.65 | $340,585.2 | $150,018.55 | 78.72% |
| RS Radon Stancil POM Investment Strategies LLC | 975 | $369,895.57 | $366,590.24 | -$3,305.33 | -0.89% |
Li Peng China Universal Asset Management Co. Ltd. | 59,400 | $24.11M | $22.33M | -$1.77M | -7.35% |
Bridget Fagerholt MAS Advisors LLC | 607 | $215,770.29 | $230,666.07 | $14,895.78 | 6.9% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 2,056 | $884,676.24 | $783,736.92 | -$100,939.32 | -11.41% |
Andrew Miller OLIO Financial Planning | 1,620 | $295,018.18 | $615,616.2 | $320,598.02 | 108.67% |
Taylor Jobe MKT Advisors LLC | 1,799 | $318,695.08 | $676,406.01 | $357,710.93 | 112.24% |
Seth Scher Matrix Private Capital Group LLC | 1,347 | $558,365.5 | $506,458.53 | -$51,906.97 | -9.3% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 1,550 | $273,840.9 | $591,588.52 | $317,747.62 | 116.03% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 20 | $8,605.8 | $7,519.8 | -$1,086 | -12.62% |