| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 67,923 | $4.25M | $5.63M | $1.38M | 32.42% |
cullen roche Orcam Financial Group | 22,050 | $1.38M | $1.89M | $506,694.77 | 36.65% |
Barry Oliver Capital Performance Advisors LLP | 2,520 | $211,050 | $215,913.6 | $4,863.6 | 2.3% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 22,647 | $1.28M | $1.94M | $655,429.59 | 51.13% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 179,439 | $11.17M | $14.87M | $3.7M | 33.1% |
Sam Sweitzer Anson Capital Inc. | 8,988 | $498,387.54 | $744,655.8 | $246,268.26 | 49.41% |
John Flavin Aspire Capital Advisors LLC | 5,437 | $332,323.53 | $459,807.09 | $127,483.56 | 38.36% |
William T. Hedges Hedges Asset Management LLC | 4,600 | $281,888 | $381,110 | $99,222 | 35.2% |
Jeffrey McClean Solidarity Wealth LLC | 11,490 | $770,504.13 | $951,946.5 | $181,442.37 | 23.55% |
Bridget Fagerholt MAS Advisors LLC | 3,358 | $225,990.36 | $278,210.3 | $52,219.94 | 23.11% |
Andrew Miller OLIO Financial Planning | 145,173 | $8.86M | $12.03M | $3.17M | 35.8% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 7,049 | $409,374.54 | $584,009.65 | $174,635.11 | 42.66% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 1,649 | $94,468.22 | $136,619.65 | $42,151.43 | 44.62% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 254 | $14,989.74 | $21,043.9 | $6,054.16 | 40.39% |
Jordan Szekely Cherrydale Wealth Management LLC | 5,908 | $301,943.29 | $489,477.8 | $187,534.51 | 62.11% |
| JS Jeffrey Sjovall Phraction Management LLC | 12,062 | $697,743.55 | $999,336.7 | $301,593.15 | 43.22% |
Patrick Severson TrueWealth Financial Partners | 53,320 | $4M | $4.56M | $556,660.8 | 13.9% |
M. Katherine Pieper Unionview LLC | 6,422 | $320,665.16 | $532,062.7 | $211,397.54 | 65.92% |
Jason Whitby Stone Summit Wealth LLC | 4,755 | $287,917.8 | $393,951.75 | $106,033.95 | 36.83% |
Katherine Saltonstall Sandy Cove Advisors LLC | 280,218 | $20.65M | $23.22M | $2.57M | 12.43% |