| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill Ryan Manhattan West Asset Management LLC | 14,093 | $2.33M | $3.61M | $1.28M | 54.87% |
Susan M. Stiles Stiles Financial Services Inc. | 1,697 | $267,985.88 | $435,025.97 | $167,040.09 | 62.33% |
David Doumani PineStone Asset Management Inc. | 1.73M | $255.89M | $444.47M | $188.58M | 73.7% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 5,820 | $997,341.44 | $1.49M | $494,615.62 | 49.59% |
Candace Cavalier Congress Wealth Management LLC / DE / | 178,716 | $28.55M | $45.81M | $17.26M | 60.45% |
Stanley D. Royer Claris Advisors LLC / Mo / | 1,914 | $289,501.66 | $490,653.92 | $201,152.26 | 69.48% |
cullen roche Orcam Financial Group | 1,541 | $262,491.04 | $395,035.37 | $132,544.33 | 50.49% |
Craig Kurth PCG Wealth Advisors LLC | 923 | $225,618.12 | $236,611.06 | $10,992.94 | 4.87% |
Nicholas Shaheen FSA Advisors Inc. | 3,320 | $811,491 | $851,082.03 | $39,591.03 | 4.88% |
Barry Oliver Capital Performance Advisors LLP | 10,095 | $2.05M | $2.59M | $541,900.46 | 26.49% |
Jennifer Scott Scott Capital Advisors LLC | 2,878 | $488,971.98 | $737,775.33 | $248,803.35 | 50.88% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 6,856 | $1.09M | $1.76M | $667,743.33 | 61.27% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 1,042 | $217,770.56 | $267,116.71 | $49,346.15 | 22.66% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 931 | $228,183.56 | $238,661.86 | $10,478.3 | 4.59% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 2,428 | $411,386.82 | $622,417.82 | $211,031 | 51.3% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 13,743 | $2.31M | $3.52M | $1.21M | 52.27% |
Kristie R. Furseth Bowman & Co S.C. | 11,960 | $1.96M | $3.07M | $1.11M | 56.75% |
| RS Radon Stancil POM Investment Strategies LLC | 37 | $7,974.69 | $9,484.95 | $1,510.26 | 18.94% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 2,510 | $428,376.44 | $639,874.27 | $211,497.83 | 49.37% |
Li Peng China Universal Asset Management Co. Ltd. | 28,214 | $5.1M | $7.23M | $2.13M | 41.76% |