| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2,268 | $130,176.72 | $268,349.76 | $138,173.04 | 106.14% |
Bill Ryan Manhattan West Asset Management LLC | 16,139 | $1.55M | $2M | $458,805.72 | 29.69% |
Candace Cavalier Congress Wealth Management LLC / DE / | 293,508 | $22.07M | $34.73M | $12.65M | 57.33% |
Matt Shibata Morling Financial Advisors LLC | 1,228 | $107,527.36 | $145,296.96 | $37,769.6 | 35.13% |
cullen roche Orcam Financial Group | 2,805 | $328,472.57 | $351,438.45 | $22,965.88 | 6.99% |
Barry Oliver Capital Performance Advisors LLP | 15,193 | $1.63M | $1.9M | $273,327.32 | 16.77% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 69,965 | $7.25M | $8.71M | $1.45M | 20% |
Sam Sweitzer Anson Capital Inc. | 8,800 | $546,243.04 | $1.04M | $494,972.96 | 90.61% |
John Flavin Aspire Capital Advisors LLC | 4,896 | $523,521 | $579,294.72 | $55,773.72 | 10.65% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 1,448 | $131,956.24 | $171,327.36 | $39,371.12 | 29.84% |
Robert Lucia Andrews, Lucia Wealth Management LLC | 2,846 | $259,422.06 | $336,738.72 | $77,316.66 | 29.8% |
Kristie R. Furseth Bowman & Co S.C. | 2,656 | $224,044.76 | $314,257.92 | $90,213.16 | 40.27% |
Jeffrey McClean Solidarity Wealth LLC | 2,052 | $218,743.2 | $242,792.64 | $24,049.44 | 10.99% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 58,788 | $4.61M | $7.37M | $2.76M | 59.77% |
Taylor Jobe MKT Advisors LLC | 3,655 | $301,236.09 | $432,459.6 | $131,223.51 | 43.56% |
Matthew Watters Midwest Heritage Bank, FSB | 1,702 | $211,337.34 | $201,380.64 | -$9,956.7 | -4.71% |
Seth Scher Matrix Private Capital Group LLC | 18,463 | $1.97M | $2.31M | $345,073.47 | 17.53% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 18,076 | $1.65M | $2.14M | $491,486.44 | 29.84% |
Derek Swedberg PACK Private Wealth LLC | 4,984 | $380,777.6 | $620,109.28 | $239,331.68 | 62.85% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 32 | $2,916.16 | $3,786.24 | $870.08 | 29.84% |