| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 14,556 | $1.18M | $1.78M | $601,212.88 | 51.09% |
Matt Shibata Morling Financial Advisors LLC | 1,574 | $113,696.43 | $193,082.58 | $79,386.15 | 69.82% |
Craig Kurth PCG Wealth Advisors LLC | 37,739 | $4.01M | $4.6M | $594,377.95 | 14.83% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 101,478 | $6.82M | $12.2M | $5.38M | 78.8% |
| RS Radon Stancil POM Investment Strategies LLC | 3,901 | $416,236.41 | $472,255.06 | $56,018.65 | 13.46% |
Taylor Jobe MKT Advisors LLC | 20,623 | $1.6M | $2.52M | $914,580.29 | 57.13% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 29 | $2,839.39 | $3,503.49 | $664.1 | 23.39% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 772 | $54,294.47 | $93,180.4 | $38,885.93 | 71.62% |
Nabeed Zaman Eagle Strategies LLC | 281,367 | $22.86M | $33.83M | $10.97M | 48% |
Jason Whitby Stone Summit Wealth LLC | 73,446 | $7.02M | $8.93M | $1.91M | 27.2% |
Kimberly Foster Laraway Financial Advisors Inc. | 2,929 | $245,254.31 | $357,250.13 | $111,995.82 | 45.67% |
Timothy Carne SFG Wealth Management LLC | 12,663 | $842,496.01 | $1.55M | $712,393.76 | 84.56% |
Clint Dunn Beaird Harris Wealth Management LLC | 51 | $4,086.63 | $6,140.91 | $2,054.28 | 50.27% |
Loyd Stegent Stegent Equity Advisors Inc. | 4,197 | $346,310.17 | $515,349.63 | $169,039.46 | 48.81% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 102,330 | $6.34M | $12.55M | $6.21M | 97.83% |
David B. Short Investments & Financial Planning LLC | 369,041 | $26.6M | $44.31M | $17.71M | 66.56% |
Penny A. Phillips Journey Strategic Wealth LLC | 10,360 | $859,258.4 | $1.25M | $387,878.4 | 45.14% |
Russell Kartub Insight Inv LLC | 1,715 | $204,067.85 | $210,533.4 | $6,465.55 | 3.17% |
Tyler Glazier New Millennium Group LLC | 274 | $29,235.8 | $33,149.89 | $3,914.09 | 13.39% |
Caroline Jankowski Operose Advisors LLC | 9 | $960.3 | $1,083.69 | $123.39 | 12.85% |