| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy J. Landolt Endowment Wealth Management Inc. | 4,870 | $84,980.59 | $1.02M | $931,242.31 | 1,095.83% |
| WKS White Knight Strategic Wealth Advisors LLC White Knight Strategic Wealth Advisors LLC | 6,835 | $546,032.94 | $1.37M | $819,668.41 | 150.11% |
Bill Ryan Manhattan West Asset Management LLC | 1,971 | $288,317.88 | $411,288.57 | $122,970.69 | 42.65% |
Arthur Romano FOREFRONT WEALTH MANAGEMENT Inc. | 1,494 | $203,754.28 | $297,506.64 | $93,752.36 | 46.01% |
Susan M. Stiles Stiles Financial Services Inc. | 4,719 | $401,098.62 | $984,713.73 | $583,615.11 | 145.5% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 5,206 | $711,955.77 | $1.05M | $334,294.05 | 46.95% |
Candace Cavalier Congress Wealth Management LLC / DE / | 27,874 | $2.58M | $5.57M | $2.99M | 115.84% |
Nicholas Shaheen FSA Advisors Inc. | 3,614 | $617,656.15 | $726,305.58 | $108,649.43 | 17.59% |
Barry Oliver Capital Performance Advisors LLP | 4,030 | $622,119.62 | $809,909.1 | $187,789.48 | 30.19% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 2,192 | $303,366.67 | $439,496 | $136,129.33 | 44.87% |
John Flavin Aspire Capital Advisors LLC | 4,141 | $376,501.71 | $832,216.77 | $455,715.06 | 121.04% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 2,025 | $352,504.64 | $406,964.25 | $54,459.61 | 15.45% |
| RS Radon Stancil POM Investment Strategies LLC | 17 | $3,021.95 | $3,416.49 | $394.54 | 13.06% |
Li Peng China Universal Asset Management Co. Ltd. | 98,697 | $10.07M | $19.84M | $9.77M | 97.02% |
Shaun Peterson Peterson Wealth Services | 76,625 | $13.3M | $15.4M | $2.1M | 15.76% |
Seth Scher Matrix Private Capital Group LLC | 2,529 | $369,942.12 | $508,253.13 | $138,311.01 | 37.39% |
Jacob B. Rue Shore Point Advisors LLC | 2,000 | $278,317.2 | $401,940 | $123,622.8 | 44.42% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 4,041 | $555,012.12 | $812,119.77 | $257,107.65 | 46.32% |
William Liberti Wealth Effects LLC | 4,329 | $557,947.89 | $869,999.13 | $312,051.24 | 55.93% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 18 | $1,632.29 | $3,521.7 | $1,889.41 | 115.75% |