| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 30,124 | $4.13M | $4.67M | $535,956.74 | 12.97% |
Matt Shibata Morling Financial Advisors LLC | 353 | $45,544.77 | $55,502.19 | $9,957.42 | 21.86% |
Barry Oliver Capital Performance Advisors LLP | 53,963 | $7.85M | $8.55M | $704,268.63 | 8.97% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 5,383 | $677,233.13 | $849,275.91 | $172,042.78 | 25.4% |
Bridget Fagerholt MAS Advisors LLC | 8,024 | $1.03M | $1.24M | $212,960.81 | 20.66% |
Taylor Jobe MKT Advisors LLC | 5,156 | $659,978.19 | $799,180 | $139,201.81 | 21.09% |
Seth Scher Matrix Private Capital Group LLC | 3,311 | $483,207.34 | $524,892.83 | $41,685.49 | 8.63% |
William Liberti Wealth Effects LLC | 1,510 | $204,876.8 | $237,417.3 | $32,540.5 | 15.88% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 22 | $2,906.2 | $3,410 | $503.8 | 17.34% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 296 | $37,920.56 | $45,880 | $7,959.44 | 20.99% |
Nabeed Zaman Eagle Strategies LLC | 15,024 | $1.78M | $2.33M | $553,036.1 | 31.14% |
Caitlin Garner SC&H Financial Advisors Inc. | 5,900 | $760,905.04 | $914,500 | $153,594.96 | 20.19% |
M. Katherine Pieper Unionview LLC | 3,552 | $455,401.31 | $550,560 | $95,158.69 | 20.9% |
Amir Ali Monsefi Aire Advisors LLC | 2,600 | $343,460 | $412,178 | $68,718 | 20.01% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 3,800 | $489,568.2 | $599,526 | $109,957.8 | 22.46% |
Katherine Saltonstall Sandy Cove Advisors LLC | 4,994 | $638,337.34 | $774,070 | $135,732.66 | 21.26% |
Ryan Gough Perfromance Wealth Partners LLC | 3,252 | $420,915.48 | $513,263.16 | $92,347.68 | 21.94% |
Clint Dunn Beaird Harris Wealth Management LLC | 2,312 | $321,737.92 | $358,360 | $36,622.08 | 11.38% |
Lindsey Seagraves Carson Advisory Inc. | 1,972 | $241,417.61 | $310,629.44 | $69,211.83 | 28.67% |
Russell Kartub Insight Inv LLC | 126 | $19,174.68 | $19,530 | $355.32 | 1.85% |