| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AS Audrey Soza Custos Family Office LLC | 1,063 | $280,687.95 | $355,589.44 | $74,901.49 | 26.68% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 3,067 | $498,394.08 | $1.03M | $526,781.34 | 105.7% |
| JB Joel Blattner Avaii Wealth Management LLC | 5,469 | $1.66M | $1.88M | $216,083.92 | 13.02% |
Timothy J. Landolt Endowment Wealth Management Inc. | 1,665 | $460,312.13 | $571,436.32 | $111,124.19 | 24.14% |
Bill Ryan Manhattan West Asset Management LLC | 30,920 | $5.58M | $10.62M | $5.05M | 90.48% |
Steve Wachs Legacy CG LLC | 18,490 | $2.83M | $6.18M | $3.34M | 117.96% |
Arthur Romano FOREFRONT WEALTH MANAGEMENT Inc. | 9,598 | $2.13M | $3.21M | $1.08M | 50.76% |
Susan M. Stiles Stiles Financial Services Inc. | 15,146 | $3.16M | $5.2M | $2.05M | 64.77% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 13,410 | $2.94M | $4.6M | $1.66M | 56.45% |
Candace Cavalier Congress Wealth Management LLC / DE / | 263,716 | $50.14M | $88.03M | $37.9M | 75.59% |
Jared Schneid Connective Portfolio Management LLC | 10,980 | $3.55M | $3.71M | $167,044.11 | 4.71% |
Stanley D. Royer Claris Advisors LLC / Mo / | 1,083 | $259,605.94 | $362,198.52 | $102,592.58 | 39.52% |
Matt Shibata Morling Financial Advisors LLC | 1,844 | $457,024.78 | $618,717.32 | $161,692.54 | 35.38% |
cullen roche Orcam Financial Group | 1,573 | $514,890.07 | $527,521.28 | $12,631.21 | 2.45% |
Craig Kurth PCG Wealth Advisors LLC | 621 | $203,271.92 | $213,130.3 | $9,858.38 | 4.85% |
Nicholas Shaheen FSA Advisors Inc. | 3,339 | $1.08M | $1.14M | $62,439.3 | 5.8% |
Barry Oliver Capital Performance Advisors LLP | 23,519 | $6.7M | $8.01M | $1.31M | 19.56% |
| EM Eric Malden Shearwater Capital LLC | 1,389 | $408,588.24 | $464,689.95 | $56,101.71 | 13.73% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 15,495 | $3.23M | $5.3M | $2.07M | 64.16% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 1,347 | $301,137.13 | $450,490.68 | $149,353.55 | 49.6% |