| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill Ryan Manhattan West Asset Management LLC | 3,047 | $869,027.91 | $1.01M | $145,044.16 | 16.69% |
Susan M. Stiles Stiles Financial Services Inc. | 2,548 | $811,698.34 | $834,495.51 | $22,797.17 | 2.81% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 2,182 | $917,749.22 | $726,191.42 | -$191,557.8 | -20.87% |
Candace Cavalier Congress Wealth Management LLC / DE / | 28,196 | $7.24M | $8.77M | $1.54M | 21.23% |
Matt Shibata Morling Financial Advisors LLC | 8,381 | $2.66M | $2.68M | $15,672.47 | 0.59% |
cullen roche Orcam Financial Group | 486 | $204,411.6 | $166,367.52 | -$38,044.08 | -18.61% |
Craig Kurth PCG Wealth Advisors LLC | 3,440 | $898,531.3 | $1.07M | $172,031.07 | 19.15% |
Nicholas Shaheen FSA Advisors Inc. | 3,064 | $1.37M | $1M | -$362,953.17 | -26.56% |
Barry Oliver Capital Performance Advisors LLP | 7,366 | $2.91M | $2.52M | -$384,726.04 | -13.24% |
| EM Eric Malden Shearwater Capital LLC | 4,521 | $1.59M | $1.41M | -$185,782 | -11.66% |
Jennifer Scott Scott Capital Advisors LLC | 2,102 | $641,479.27 | $654,163.4 | $12,684.13 | 1.98% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 528 | $222,076.81 | $172,925.29 | -$49,151.52 | -22.13% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 917 | $261,311.96 | $285,379.56 | $24,067.6 | 9.21% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 859 | $293,122.62 | $267,329.38 | -$25,793.24 | -8.8% |
Sam Sweitzer Anson Capital Inc. | 563 | $236,797.81 | $175,211.22 | -$61,586.59 | -26.01% |
John Flavin Aspire Capital Advisors LLC | 1,790 | $521,615.47 | $575,574.5 | $53,959.03 | 10.34% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 1,422 | $482,229.67 | $486,707.93 | $4,478.26 | 0.93% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 2,454 | $747,837.83 | $763,709.32 | $15,871.49 | 2.12% |
| RS Radon Stancil POM Investment Strategies LLC | 1,525 | $650,250.49 | $474,595.23 | -$175,655.26 | -27.01% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 9,688 | $2.56M | $3.1M | $532,353.53 | 20.77% |