| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 110,867 | $29.45M | $33.79M | $4.35M | 14.76% |
Barry Oliver Capital Performance Advisors LLP | 1,344 | $366,038.2 | $422,956.81 | $56,918.61 | 15.55% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 7,955 | $2.13M | $2.42M | $294,393.65 | 13.82% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 2,837 | $736,502.56 | $892,803.93 | $156,301.37 | 21.22% |
Seth Scher Matrix Private Capital Group LLC | 1,106 | $301,196.98 | $348,058.21 | $46,861.23 | 15.56% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 8,007 | $2.13M | $2.52M | $388,187.37 | 18.21% |
| RM Robert Macaulay Jmac Enterprises LLC | 23,257 | $6.23M | $7.09M | $859,047.62 | 13.79% |
Nabeed Zaman Eagle Strategies LLC | 6,402 | $1.75M | $1.95M | $201,733.44 | 11.53% |
Patrick Severson TrueWealth Financial Partners | 37,253 | $10.16M | $11.8M | $1.64M | 16.1% |
Amir Ali Monsefi Aire Advisors LLC | 1,254 | $339,785.27 | $394,633.81 | $54,848.54 | 16.14% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 17,744 | $4.69M | $5.41M | $722,101.55 | 15.41% |
Lindsey Seagraves Carson Advisory Inc. | 1,187 | $310,004.82 | $375,946.64 | $65,941.82 | 21.27% |
Joshua Ryder Taff New Perspectives Inc. | 1,422 | $351,461.52 | $433,439.82 | $81,978.3 | 23.32% |
Brian Ramsay Wealthspan Partners LLC | 3,713 | $922,844.95 | $1.13M | $208,914.58 | 22.64% |
Ana-Maria Ignat Covestor Ltd | 4 | $1,055.29 | $1,248.48 | $193.19 | 18.31% |
John Gorlow Cardiff Park Advisors LLC | 3,955 | $1M | $1.24M | $244,074.46 | 24.39% |
| CC Cheung Chan Chemistry Wealth Management LLC | 1,261 | $320,502.54 | $384,365.41 | $63,862.87 | 19.93% |
| JN John Nunn Paradigm Capital Management LLC/NV | 15,061 | $3.76M | $4.74M | $975,059.95 | 25.9% |
| CB Catherine Bluvol Next Level Private LLC | 829 | $208,400.02 | $252,687.49 | $44,287.47 | 21.25% |
Sean Reitenbach Prosperity Consulting Group LLC | 833 | $239,779.05 | $263,794.44 | $24,015.39 | 10.02% |