| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 62,729 | $7.21M | $13.5M | $6.29M | 87.36% |
cullen roche Orcam Financial Group | 1,269 | $240,767.37 | $282,948.93 | $42,181.56 | 17.52% |
Barry Oliver Capital Performance Advisors LLP | 6,197 | $1.15M | $1.38M | $233,862.54 | 20.37% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 3,678 | $397,379.45 | $819,311.24 | $421,931.79 | 106.18% |
John Flavin Aspire Capital Advisors LLC | 1,128 | $217,489.76 | $250,776.96 | $33,287.2 | 15.31% |
Kristie R. Furseth Bowman & Co S.C. | 1,440 | $210,268.8 | $309,916.8 | $99,648 | 47.39% |
| RS Radon Stancil POM Investment Strategies LLC | 29 | $5,451.55 | $6,241.38 | $789.83 | 14.49% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 2,061 | $202,125.64 | $458,180.91 | $256,055.27 | 126.68% |
Li Peng China Universal Asset Management Co. Ltd. | 5,260 | $922,161.3 | $1.13M | $209,895.9 | 22.76% |
Jeffrey McClean Solidarity Wealth LLC | 5,663 | $748,788.07 | $1.22M | $470,002.79 | 62.77% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 15,503 | $1.34M | $3.46M | $2.11M | 157.2% |
Andrew Miller OLIO Financial Planning | 2,155 | $250,072.67 | $463,799.1 | $213,726.43 | 85.47% |
Shaun Peterson Peterson Wealth Services | 65 | $10,876.45 | $13,989.3 | $3,112.85 | 28.62% |
Taylor Jobe MKT Advisors LLC | 2,351 | $207,097.35 | $505,982.22 | $298,884.87 | 144.32% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 5,318 | $638,709.5 | $1.19M | $547,044.96 | 85.65% |
William Liberti Wealth Effects LLC | 3,900 | $342,628.81 | $867,009 | $524,380.19 | 153.05% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 9,486 | $1.1M | $2.04M | $940,857.3 | 85.48% |
| RM Robert Macaulay Jmac Enterprises LLC | 4,011 | $372,316.24 | $863,247.42 | $490,931.18 | 131.86% |
Jordan Szekely Cherrydale Wealth Management LLC | 1,131 | $189,272.63 | $243,413.82 | $54,141.19 | 28.6% |
Sara S. Alexander Sonora Investment Management Group LLC | 92,969 | $9.07M | $20.01M | $10.94M | 120.67% |