| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill Ryan Manhattan West Asset Management LLC | 2,393 | $1.88M | $2.95M | $1.07M | 57.15% |
Susan M. Stiles Stiles Financial Services Inc. | 1,811 | $621,261.86 | $2.21M | $1.59M | 255.72% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 3,713 | $1.7M | $4.57M | $2.88M | 169.52% |
Candace Cavalier Congress Wealth Management LLC / DE / | 69,680 | $39.61M | $80.05M | $40.44M | 102.07% |
Stanley D. Royer Claris Advisors LLC / Mo / | 451 | $400,125.16 | $518,126.83 | $118,001.67 | 29.49% |
Matt Shibata Morling Financial Advisors LLC | 236 | $253,998.73 | $276,086.96 | $22,088.23 | 8.7% |
cullen roche Orcam Financial Group | 292 | $350,233.57 | $344,606.73 | -$5,626.84 | -1.61% |
Craig Kurth PCG Wealth Advisors LLC | 228 | $209,707.56 | $261,935.51 | $52,227.95 | 24.91% |
Nicholas Shaheen FSA Advisors Inc. | 351 | $420,724 | $428,318.28 | $7,594.28 | 1.81% |
Barry Oliver Capital Performance Advisors LLP | 2,314 | $1.99M | $2.73M | $745,876.63 | 37.58% |
Jennifer Scott Scott Capital Advisors LLC | 270 | $220,736.02 | $310,186.79 | $89,450.77 | 40.52% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 1,217 | $1.1M | $1.49M | $389,426.07 | 35.54% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 350 | $284,532.58 | $402,093.99 | $117,561.41 | 41.32% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 255 | $273,272.96 | $292,954.19 | $19,681.23 | 7.2% |
John Flavin Aspire Capital Advisors LLC | 563 | $399,031.44 | $658,631.17 | $259,599.73 | 65.06% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 792 | $767,075.16 | $934,686.74 | $167,611.58 | 21.85% |
| RS Radon Stancil POM Investment Strategies LLC | 48 | $44,150.19 | $55,144.32 | $10,994.13 | 24.9% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 203 | $243,484.3 | $237,481.58 | -$6,002.72 | -2.47% |
Li Peng China Universal Asset Management Co. Ltd. | 9,068 | $9.38M | $10.42M | $1.04M | 11.06% |
Jeffrey McClean Solidarity Wealth LLC | 344 | $322,553.4 | $395,200.95 | $72,647.55 | 22.52% |