| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 75,270 | $1.43M | $2.03M | $604,705.39 | 42.41% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 12,718 | $285,219.04 | $345,357.29 | $60,138.25 | 21.08% |
Candace Cavalier Congress Wealth Management LLC / DE / | 339,667 | $6.63M | $9.15M | $2.52M | 38.01% |
Kevin Siebert Atmos Advisory LLC | 214 | $4,135.8 | $5,793 | $1,657.2 | 40.07% |
Matt Shibata Morling Financial Advisors LLC | 9,239 | $193,226.26 | $249,637.78 | $56,411.52 | 29.19% |
cullen roche Orcam Financial Group | 322,547 | $7.17M | $8.71M | $1.54M | 21.51% |
Barry Oliver Capital Performance Advisors LLP | 44,489 | $830,893.71 | $1.2M | $372,088.85 | 44.78% |
| EM Eric Malden Shearwater Capital LLC | 12,576 | $218,822.4 | $338,734.56 | $119,912.16 | 54.8% |
Jennifer Scott Scott Capital Advisors LLC | 11,485 | $229,409.18 | $309,348.47 | $79,939.29 | 34.85% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 7,302 | $202,265.4 | $198,249.3 | -$4,016.1 | -1.99% |
Kristie R. Furseth Bowman & Co S.C. | 28,422 | $477,982.59 | $768,388.77 | $290,406.18 | 60.76% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 16,007 | $311,009.59 | $431,388.65 | $120,379.06 | 38.71% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 15,645 | $320,085.83 | $425,152.87 | $105,067.04 | 32.82% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 714 | $14,122.92 | $19,385.1 | $5,262.18 | 37.26% |
Katherine Andersen Western Pacific Wealth Management LP | 247 | $4,390.98 | $6,651.71 | $2,260.73 | 51.49% |
Nabeed Zaman Eagle Strategies LLC | 50,560 | $1.24M | $1.36M | $118,383.3 | 9.52% |
Arlie W. Green Fortress Wealth Management Inc. | 55,490 | $1.07M | $1.5M | $429,584.17 | 40.25% |
Michelle Wells Darrow Company Inc. | 22,815 | $417,240.65 | $613,951.65 | $196,711 | 47.15% |
Amir Ali Monsefi Aire Advisors LLC | 164,920 | $2.67M | $4.49M | $1.82M | 68.09% |
Jason Whitby Stone Summit Wealth LLC | 29,612 | $513,642.37 | $804,190.85 | $290,548.48 | 56.57% |