| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cliff A. Demarest Consilium Wealth Advisory LLC | 7,091 | $1.42M | $6.48M | $5.06M | 355.04% |
Candace Cavalier Congress Wealth Management LLC / DE / | 12,619 | $853,440.9 | $11.42M | $10.57M | 1,238.62% |
Jared Schneid Connective Portfolio Management LLC | 910 | $1.05M | $829,455.9 | -$220,948.04 | -21.03% |
Stanley D. Royer Claris Advisors LLC / Mo / | 563 | $160,685.83 | $514,368.06 | $353,682.23 | 220.11% |
Craig Kurth PCG Wealth Advisors LLC | 219 | $252,789.52 | $208,748.61 | -$44,040.91 | -17.42% |
Nicholas Shaheen FSA Advisors Inc. | 1,232 | $506,378.12 | $1.13M | $619,830.04 | 122.4% |
Barry Oliver Capital Performance Advisors LLP | 1,917 | $429,736.28 | $1.75M | $1.32M | 307.78% |
Jennifer Scott Scott Capital Advisors LLC | 347 | $390,104.58 | $316,238.45 | -$73,866.13 | -18.93% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 886 | $252,873.26 | $809,919.18 | $557,045.92 | 220.29% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 464 | $531,979.42 | $423,919.68 | -$108,059.74 | -20.31% |
John Flavin Aspire Capital Advisors LLC | 1,470 | $462,539.13 | $1.34M | $881,231.97 | 190.52% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 207 | $238,937 | $189,224.91 | -$49,712.09 | -20.81% |
Kristie R. Furseth Bowman & Co S.C. | 1,009 | $287,978.69 | $939,711.97 | $651,733.28 | 226.31% |
| RS Radon Stancil POM Investment Strategies LLC | 12 | $8,136.25 | $10,969.56 | $2,833.31 | 34.82% |
Li Peng China Universal Asset Management Co. Ltd. | 59,879 | $16.28M | $54.74M | $38.46M | 236.26% |
Jeffrey McClean Solidarity Wealth LLC | 395 | $455,944.57 | $359,386.8 | -$96,557.77 | -21.18% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 228 | $263,178.13 | $210,304.92 | -$52,873.21 | -20.09% |
Shaun Peterson Peterson Wealth Services | 207 | $238,938.04 | $189,224.91 | -$49,713.13 | -20.81% |
Taylor Jobe MKT Advisors LLC | 270 | $311,658.31 | $246,815.1 | -$64,843.21 | -20.81% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 5 | $5,771.45 | $4,570.65 | -$1,200.8 | -20.81% |