| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steve Wachs Legacy CG LLC | 25,494 | $3.41M | $9.09M | $5.69M | 166.98% |
Susan M. Stiles Stiles Financial Services Inc. | 21,609 | $2.65M | $7.4M | $4.75M | 178.86% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 6,243 | $1.07M | $2.22M | $1.15M | 107.95% |
Candace Cavalier Congress Wealth Management LLC / DE / | 249,611 | $42.42M | $89.02M | $46.61M | 109.88% |
Matt Shibata Morling Financial Advisors LLC | 6,930 | $1.05M | $2.51M | $1.46M | 139.22% |
cullen roche Orcam Financial Group | 628 | $221,891.23 | $215,743.13 | -$6,148.1 | -2.77% |
Craig Kurth PCG Wealth Advisors LLC | 2,682 | $462,751.54 | $956,535.27 | $493,783.73 | 106.71% |
Nicholas Shaheen FSA Advisors Inc. | 1,314 | $417,391.43 | $449,874.18 | $32,482.75 | 7.78% |
Barry Oliver Capital Performance Advisors LLP | 7,621 | $2.08M | $2.62M | $539,489.32 | 25.95% |
| EM Eric Malden Shearwater Capital LLC | 3,037 | $441,439.24 | $1.08M | $641,706.78 | 145.37% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 3,065 | $638,662.29 | $1.05M | $410,701.76 | 64.31% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 693 | $244,857.68 | $247,158.44 | $2,300.76 | 0.94% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 949 | $297,835.73 | $338,460.84 | $40,625.11 | 13.64% |
John Flavin Aspire Capital Advisors LLC | 1,842 | $334,757.15 | $691,394.72 | $356,637.57 | 106.54% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 8,100 | $1.91M | $2.78M | $872,129.74 | 45.65% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 10,409 | $1.65M | $3.71M | $2.06M | 124.57% |
Kristie R. Furseth Bowman & Co S.C. | 816 | $256,060.8 | $291,026.39 | $34,965.59 | 13.66% |
| RS Radon Stancil POM Investment Strategies LLC | 161 | $25,577.2 | $57,420.65 | $31,843.45 | 124.5% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 1,100 | $267,905 | $397,848 | $129,943 | 48.5% |
Li Peng China Universal Asset Management Co. Ltd. | 82,356 | $16.85M | $29.37M | $12.53M | 74.35% |