| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HC Harry Cowley Stonegate Investment Group LLC | 99,400 | $10.15M | $12.86M | $2.7M | 26.61% |
Dominic Corabi Wedmont Private Capital | 67,377 | $10.22M | $9.01M | -$1.21M | -11.82% |
| RCW Royal Capital Wealth Management LLC Royal Capital Wealth Management LLC | 1,908 | $227,223.72 | $256,463.82 | $29,240.1 | 12.87% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 2,898 | $278,336.39 | $381,710.07 | $103,373.68 | 37.14% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 5,890 | $1.09M | $762,489.95 | -$325,611.91 | -29.92% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 1,879 | $170,827.53 | $251,372.62 | $80,545.09 | 47.15% |
| JB Joel Blattner Avaii Wealth Management LLC | 2,324 | $319,085.2 | $306,105.66 | -$12,979.54 | -4.07% |
Timothy J. Landolt Endowment Wealth Management Inc. | 1,928 | $209,636.89 | $251,738.96 | $42,102.07 | 20.08% |
Steve Wachs Legacy CG LLC | 31,209 | $3.71M | $4.17M | $464,239.56 | 12.51% |
Susan M. Stiles Stiles Financial Services Inc. | 9,049 | $1.57M | $1.18M | -$387,644.27 | -24.72% |
Candace Cavalier Congress Wealth Management LLC / DE / | 169,421 | $23.48M | $22.63M | -$852,010.48 | -3.63% |
Nicholas Shaheen FSA Advisors Inc. | 2,774 | $533,875.18 | $360,509.04 | -$173,366.14 | -32.47% |
Barry Oliver Capital Performance Advisors LLP | 5,500 | $917,184.88 | $712,140 | -$205,044.88 | -22.36% |
| EM Eric Malden Shearwater Capital LLC | 3,048 | $320,787.94 | $407,090.88 | $86,302.94 | 26.9% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 2,008 | $256,191.92 | $261,461.68 | $5,269.76 | 2.06% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 504 | $46,679.35 | $67,760.28 | $21,080.93 | 45.16% |
Kristie R. Furseth Bowman & Co S.C. | 1,952 | $160,805.14 | $262,436.64 | $101,631.5 | 63.2% |
| RS Radon Stancil POM Investment Strategies LLC | 1,204 | $177,321.62 | $156,279.2 | -$21,042.42 | -11.87% |
Li Peng China Universal Asset Management Co. Ltd. | 6,744 | $1.2M | $866,435.4 | -$332,827.61 | -27.75% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 1,650 | $148,282.05 | $220,555.5 | $72,273.45 | 48.74% |