| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cliff A. Demarest Consilium Wealth Advisory LLC | 4,613 | $2.44M | $3.55M | $1.11M | 45.47% |
Candace Cavalier Congress Wealth Management LLC / DE / | 74,170 | $37.81M | $55.41M | $17.59M | 46.53% |
Stanley D. Royer Claris Advisors LLC / Mo / | 328 | $202,654.79 | $245,025.85 | $42,371.06 | 20.91% |
Matt Shibata Morling Financial Advisors LLC | 1,392 | $697,441.75 | $1.07M | $372,393.77 | 53.39% |
cullen roche Orcam Financial Group | 2,347 | $1.25M | $1.82M | $571,527.87 | 45.7% |
Craig Kurth PCG Wealth Advisors LLC | 30,277 | $14.77M | $22.62M | $7.85M | 53.14% |
Nicholas Shaheen FSA Advisors Inc. | 3,170 | $2.17M | $2.47M | $298,608.86 | 13.78% |
Barry Oliver Capital Performance Advisors LLP | 34,288 | $21.65M | $26.62M | $4.97M | 22.94% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 290 | $158,399.24 | $216,638.71 | $58,239.47 | 36.77% |
Laurel Mason Passaic Partners LLC | 481,148 | $240.92M | $373.53M | $132.62M | 55.05% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 3,255 | $1.82M | $2.51M | $693,640.44 | 38.1% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 554 | $311,588.49 | $413,854.64 | $102,266.15 | 32.82% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 14,648 | $7M | $10.94M | $3.94M | 56.28% |
Sam Sweitzer Anson Capital Inc. | 917 | $524,833.76 | $685,026.54 | $160,192.78 | 30.52% |
John Flavin Aspire Capital Advisors LLC | 11,960 | $5.36M | $9.21M | $3.85M | 71.75% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 17,493 | $11.88M | $13.58M | $1.7M | 14.34% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 2,197 | $1.07M | $1.64M | $570,686.63 | 53.31% |
Robert Lucia Andrews, Lucia Wealth Management LLC | 327 | $244,193.8 | $244,278.82 | $85.02 | 0.03% |
Kristie R. Furseth Bowman & Co S.C. | 408 | $214,293.78 | $304,788.25 | $90,494.47 | 42.23% |
| RS Radon Stancil POM Investment Strategies LLC | 45 | $29,964.03 | $33,616.35 | $3,652.32 | 12.19% |