| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Doumani PineStone Asset Management Inc. | 1.73M | $255.89M | $448.98M | $193.09M | 75.46% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 9,575 | $1.96M | $2.38M | $421,019.83 | 21.49% |
Candace Cavalier Congress Wealth Management LLC / DE / | 101,880 | $16.73M | $25.84M | $9.11M | 54.48% |
Stanley D. Royer Claris Advisors LLC / Mo / | 1,914 | $289,501.66 | $487,237.41 | $197,735.75 | 68.3% |
cullen roche Orcam Financial Group | 1,542 | $262,745.01 | $391,729.68 | $128,984.67 | 49.09% |
Craig Kurth PCG Wealth Advisors LLC | 1,193 | $294,190.02 | $296,591.73 | $2,401.71 | 0.82% |
Nicholas Shaheen FSA Advisors Inc. | 3,266 | $798,292.05 | $829,270.06 | $30,978.01 | 3.88% |
Barry Oliver Capital Performance Advisors LLP | 6,284 | $1.41M | $1.6M | $181,633.79 | 12.85% |
Jennifer Scott Scott Capital Advisors LLC | 2,881 | $489,766.2 | $737,003.01 | $247,236.81 | 50.48% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 6,365 | $1.01M | $1.58M | $569,569.65 | 56.24% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 1,089 | $230,332.72 | $277,221.28 | $46,888.56 | 20.36% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 931 | $228,183.56 | $235,915.4 | $7,731.84 | 3.39% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 2,477 | $423,832.9 | $615,806.97 | $191,974.07 | 45.29% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 11,559 | $1.94M | $2.93M | $987,918.89 | 50.92% |
Kristie R. Furseth Bowman & Co S.C. | 11,960 | $1.96M | $3.03M | $1.07M | 54.95% |
| RS Radon Stancil POM Investment Strategies LLC | 37 | $7,974.69 | $9,394.67 | $1,419.98 | 17.81% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 2,510 | $428,376.44 | $637,012.9 | $208,636.46 | 48.7% |
Li Peng China Universal Asset Management Co. Ltd. | 28,214 | $5.1M | $7.16M | $2.06M | 40.41% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 15,013 | $2.55M | $3.81M | $1.26M | 49.22% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 1,470 | $247,115.67 | $373,438.8 | $126,323.13 | 51.12% |