| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AS Audrey Soza Custos Family Office LLC | 1,874 | $223,980.48 | $227,816.56 | $3,836.08 | 1.71% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 5,024 | $206,344.96 | $611,244.96 | $404,900 | 196.22% |
Bill Ryan Manhattan West Asset Management LLC | 6,646 | $794,329.92 | $840,586.08 | $46,256.16 | 5.82% |
Arthur Romano FOREFRONT WEALTH MANAGEMENT Inc. | 22,664 | $1.36M | $2.76M | $1.4M | 102.8% |
Candace Cavalier Congress Wealth Management LLC / DE / | 401,096 | $28.21M | $48.62M | $20.41M | 72.38% |
cullen roche Orcam Financial Group | 8,007 | $651,040.72 | $979,176.03 | $328,135.31 | 50.4% |
Nicholas Shaheen FSA Advisors Inc. | 2,449 | $230,769.83 | $309,749.52 | $78,979.69 | 34.22% |
Barry Oliver Capital Performance Advisors LLP | 8,258 | $634,564.24 | $1.01M | $379,931.06 | 59.87% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 3,432 | $306,560.86 | $434,079.36 | $127,518.5 | 41.6% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 3,016 | $127,264.08 | $368,886.96 | $241,622.88 | 189.86% |
Kristie R. Furseth Bowman & Co S.C. | 4,376 | $381,986.96 | $535,316.08 | $153,329.12 | 40.14% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 2,086 | $249,318.72 | $253,000.51 | $3,681.79 | 1.48% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 63,118 | $4.84M | $7.72M | $2.88M | 59.4% |
Shaun Peterson Peterson Wealth Services | 1,080 | $100,754.4 | $136,598.4 | $35,844 | 35.58% |
Taylor Jobe MKT Advisors LLC | 3,727 | $272,040.44 | $457,861.95 | $185,821.51 | 68.31% |
Seth Scher Matrix Private Capital Group LLC | 8,467 | $757,968.64 | $1.04M | $282,202.31 | 37.23% |
William Liberti Wealth Effects LLC | 8,719 | $522,268.4 | $1.1M | $580,510.72 | 111.15% |
| RM Robert Macaulay Jmac Enterprises LLC | 152,962 | $9.48M | $18.79M | $9.31M | 98.21% |
Sara S. Alexander Sonora Investment Management Group LLC | 4,856 | $305,337.12 | $596,559.6 | $291,222.48 | 95.38% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 152 | $5,839.84 | $18,673.2 | $12,833.36 | 219.76% |