| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy J. Landolt Endowment Wealth Management Inc. | 10,463 | $404,082.98 | $738,373.91 | $334,290.93 | 82.73% |
Bill Ryan Manhattan West Asset Management LLC | 54,304 | $3.39M | $3.83M | $442,287.82 | 13.05% |
Susan M. Stiles Stiles Financial Services Inc. | 6,945 | $722,723.58 | $490,108.65 | -$232,614.93 | -32.19% |
Candace Cavalier Congress Wealth Management LLC / DE / | 265,800 | $20.27M | $19.34M | -$926,654.5 | -4.57% |
Matt Shibata Morling Financial Advisors LLC | 3,361 | $264,435.1 | $237,185.77 | -$27,249.33 | -10.3% |
Nicholas Shaheen FSA Advisors Inc. | 3,014 | $222,650.86 | $212,697.98 | -$9,952.88 | -4.47% |
Barry Oliver Capital Performance Advisors LLP | 10,433 | $1.04M | $736,256.81 | -$305,307.36 | -29.31% |
| RS Radon Stancil POM Investment Strategies LLC | 48 | $4,231.97 | $3,387.36 | -$844.61 | -19.96% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 43,388 | $1.15M | $3.16M | $2M | 173.95% |
Li Peng China Universal Asset Management Co. Ltd. | 213,137 | $14.85M | $15.04M | $191,457.34 | 1.29% |
Shaun Peterson Peterson Wealth Services | 85,160 | $8.31M | $6.01M | -$2.3M | -27.65% |
Taylor Jobe MKT Advisors LLC | 3,079 | $209,681.58 | $217,285.03 | $7,603.45 | 3.63% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 120 | $11,538 | $8,468.4 | -$3,069.6 | -26.6% |
William Liberti Wealth Effects LLC | 6,734 | $625,806.6 | $475,218.38 | -$150,588.22 | -24.06% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 967 | $82,336.23 | $69,957.61 | -$12,378.62 | -15.03% |
Katherine Andersen Western Pacific Wealth Management LP | 3,500 | $364,845 | $246,995 | -$117,850 | -32.3% |
Jordan Szekely Cherrydale Wealth Management LLC | 5,600 | $287,753.72 | $407,400 | $119,646.28 | 41.58% |
Sara S. Alexander Sonora Investment Management Group LLC | 9,030 | $531,828.4 | $637,247.1 | $105,418.7 | 19.82% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 4,170 | $180,815.1 | $294,276.9 | $113,461.8 | 62.75% |
Nabeed Zaman Eagle Strategies LLC | 4,021 | $286,688.95 | $283,761.97 | -$2,926.98 | -1.02% |