| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Susan M. Stiles Stiles Financial Services Inc. | 2,548 | $811,698.34 | $920,439.49 | $108,741.15 | 13.4% |
Candace Cavalier Congress Wealth Management LLC / DE / | 46,694 | $13.11M | $16.82M | $3.71M | 28.26% |
Matt Shibata Morling Financial Advisors LLC | 8,381 | $2.66M | $3.06M | $393,236.52 | 14.77% |
cullen roche Orcam Financial Group | 486 | $204,411.6 | $176,306.22 | -$28,105.38 | -13.75% |
Craig Kurth PCG Wealth Advisors LLC | 3,855 | $1.07M | $1.39M | $319,962.5 | 29.82% |
Nicholas Shaheen FSA Advisors Inc. | 3,064 | $1.37M | $1.1M | -$267,846.64 | -19.6% |
Barry Oliver Capital Performance Advisors LLP | 7,366 | $2.91M | $2.63M | -$277,256.03 | -9.54% |
| EM Eric Malden Shearwater Capital LLC | 4,521 | $1.59M | $1.63M | $35,294.95 | 2.22% |
Jennifer Scott Scott Capital Advisors LLC | 2,102 | $641,479.27 | $757,224.48 | $115,745.21 | 18.04% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 528 | $222,076.81 | $189,615.36 | -$32,461.45 | -14.62% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 995 | $288,987.14 | $359,712.4 | $70,725.26 | 24.47% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 859 | $293,122.62 | $311,327.37 | $18,204.75 | 6.21% |
Sam Sweitzer Anson Capital Inc. | 563 | $236,797.81 | $203,423.16 | -$33,374.65 | -14.09% |
John Flavin Aspire Capital Advisors LLC | 1,790 | $521,615.47 | $657,216.4 | $135,600.93 | 26% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 1,422 | $482,229.67 | $509,687.46 | $27,457.79 | 5.69% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 378 | $146,883.66 | $137,002.32 | -$9,881.34 | -6.73% |
| RS Radon Stancil POM Investment Strategies LLC | 1,525 | $650,250.49 | $543,662.5 | -$106,587.99 | -16.39% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 9,688 | $2.56M | $3.49M | $926,073.85 | 36.13% |
Li Peng China Universal Asset Management Co. Ltd. | 67,283 | $22.04M | $23.66M | $1.62M | 7.36% |
Jeffrey McClean Solidarity Wealth LLC | 1,954 | $679,299.59 | $708,207.76 | $28,908.17 | 4.26% |