| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cliff A. Demarest Consilium Wealth Advisory LLC | 5,520 | $3.14M | $4.24M | $1.11M | 35.39% |
Candace Cavalier Congress Wealth Management LLC / DE / | 90,549 | $47.93M | $69.67M | $21.73M | 45.34% |
Stanley D. Royer Claris Advisors LLC / Mo / | 328 | $202,654.79 | $253,048.72 | $50,393.93 | 24.87% |
Matt Shibata Morling Financial Advisors LLC | 1,392 | $697,441.75 | $1.08M | $377,961.77 | 54.19% |
cullen roche Orcam Financial Group | 2,347 | $1.25M | $1.81M | $561,576.52 | 44.91% |
Craig Kurth PCG Wealth Advisors LLC | 32,638 | $16.53M | $25.17M | $8.64M | 52.26% |
Nicholas Shaheen FSA Advisors Inc. | 3,170 | $2.17M | $2.43M | $266,623.56 | 12.3% |
Barry Oliver Capital Performance Advisors LLP | 34,288 | $21.65M | $26.31M | $4.66M | 21.5% |
| EM Eric Malden Shearwater Capital LLC | 285 | $217,349.55 | $219,521.25 | $2,171.7 | 1% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 290 | $158,399.24 | $223,314.5 | $64,915.26 | 40.98% |
Laurel Mason Passaic Partners LLC | 481,148 | $240.92M | $366.71M | $125.79M | 52.21% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 3,255 | $1.82M | $2.5M | $682,866.42 | 37.5% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 535 | $300,960.08 | $412,747.15 | $111,787.07 | 37.14% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 14,648 | $7M | $11.3M | $4.3M | 61.46% |
Sam Sweitzer Anson Capital Inc. | 917 | $524,833.76 | $706,649.37 | $181,815.61 | 34.64% |
John Flavin Aspire Capital Advisors LLC | 11,960 | $5.36M | $9.23M | $3.87M | 72.13% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 17,493 | $11.88M | $13.45M | $1.57M | 13.22% |
Robert Lucia Andrews, Lucia Wealth Management LLC | 327 | $244,193.8 | $249,226.32 | $5,032.52 | 2.06% |
Kristie R. Furseth Bowman & Co S.C. | 408 | $214,293.78 | $314,882.16 | $100,588.38 | 46.94% |
| RS Radon Stancil POM Investment Strategies LLC | 45 | $29,964.03 | $34,484.4 | $4,520.37 | 15.09% |