| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DR Dori Riddle DBK Financial Counsel LLC | 108,103 | $5.11M | $7.63M | $2.53M | 49.43% |
Candace Cavalier Congress Wealth Management LLC / DE / | 294,830 | $13.32M | $20.82M | $7.5M | 56.32% |
Stanley D. Royer Claris Advisors LLC / Mo / | 2,880 | $205,200 | $203,385.6 | -$1,814.4 | -0.88% |
Kevin Siebert Atmos Advisory LLC | 319,977 | $15.88M | $22.6M | $6.72M | 42.32% |
Matt Shibata Morling Financial Advisors LLC | 58,356 | $2.98M | $4.12M | $1.14M | 38.16% |
cullen roche Orcam Financial Group | 45,475 | $2.37M | $3.35M | $978,977.72 | 41.35% |
Craig Kurth PCG Wealth Advisors LLC | 9,488 | $509,269.87 | $670,042.56 | $160,772.69 | 31.57% |
Nicholas Shaheen FSA Advisors Inc. | 33,757 | $2.4M | $2.47M | $73,666.1 | 3.07% |
Barry Oliver Capital Performance Advisors LLP | 24,131 | $1.54M | $1.78M | $232,858.95 | 15.09% |
Jennifer Scott Scott Capital Advisors LLC | 311,565 | $20.48M | $22M | $1.52M | 7.44% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 614,911 | $33.76M | $43.43M | $9.66M | 28.61% |
John Flavin Aspire Capital Advisors LLC | 15,270 | $737,309.46 | $1.08M | $341,057.94 | 46.26% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 47,021 | $2.9M | $3.46M | $556,368.76 | 19.16% |
William T. Hedges Hedges Asset Management LLC | 4,000 | $203,320 | $282,480 | $79,160 | 38.93% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 15,352 | $747,938.95 | $1.08M | $336,219.29 | 44.95% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 34,517 | $1.6M | $2.44M | $833,441.88 | 51.96% |
Bridget Fagerholt MAS Advisors LLC | 37,248 | $1.82M | $2.63M | $813,784.56 | 44.8% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 3,317 | $166,269.88 | $234,246.54 | $67,976.66 | 40.88% |
Andrew Miller OLIO Financial Planning | 830,924 | $37.3M | $58.68M | $21.38M | 57.31% |
Shaun Peterson Peterson Wealth Services | 3,386 | $211,504.1 | $239,119.32 | $27,615.22 | 13.06% |