| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AS Audrey Soza Custos Family Office LLC | 90,745 | $5.05M | $7.06M | $2.01M | 39.88% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 824 | $39,584.92 | $64,156.64 | $24,571.72 | 62.07% |
Timothy J. Landolt Endowment Wealth Management Inc. | 50,784 | $2.8M | $4.07M | $1.27M | 45.45% |
Bill Ryan Manhattan West Asset Management LLC | 7,280 | $443,870.62 | $584,001.6 | $140,130.98 | 31.57% |
| DR Dori Riddle DBK Financial Counsel LLC | 10,391 | $493,618.75 | $808,385.51 | $314,766.76 | 63.77% |
Candace Cavalier Congress Wealth Management LLC / DE / | 199,572 | $10.41M | $15.51M | $5.1M | 49.02% |
Stanley D. Royer Claris Advisors LLC / Mo / | 2,731 | $226,236.04 | $212,772.21 | -$13,463.83 | -5.95% |
Matt Shibata Morling Financial Advisors LLC | 67,701 | $3.99M | $5.32M | $1.33M | 33.41% |
cullen roche Orcam Financial Group | 20,912 | $1.73M | $1.63M | -$100,900.4 | -5.82% |
Nicholas Shaheen FSA Advisors Inc. | 8,444 | $567,605.68 | $677,377.68 | $109,772 | 19.34% |
Barry Oliver Capital Performance Advisors LLP | 81,565 | $5.58M | $6.41M | $834,121.84 | 14.95% |
Laurel Mason Passaic Partners LLC | 1.32M | $83.52M | $102.06M | $18.54M | 22.2% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 60,475 | $4.36M | $4.85M | $493,830.14 | 11.33% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 33,251 | $2.07M | $2.59M | $522,226 | 25.25% |
John Flavin Aspire Capital Advisors LLC | 2,977 | $207,645.75 | $234,111.28 | $26,465.53 | 12.75% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 128,547 | $7.88M | $10.31M | $2.43M | 30.8% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 17,849 | $1.03M | $1.39M | $359,015.72 | 34.71% |
Kristie R. Furseth Bowman & Co S.C. | 9,166 | $486,338.31 | $715,497.96 | $229,159.65 | 47.12% |
Shaun Peterson Peterson Wealth Services | 9,116 | $752,073.08 | $731,285.52 | -$20,787.56 | -2.76% |
Taylor Jobe MKT Advisors LLC | 6,929 | $450,439.54 | $544,896.56 | $94,457.02 | 20.97% |