| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 308 | $19,346.87 | $25,493.16 | $6,146.29 | 31.77% |
Arthur Romano FOREFRONT WEALTH MANAGEMENT Inc. | 2,199 | $204,946.8 | $182,121.18 | -$22,825.62 | -11.14% |
Susan M. Stiles Stiles Financial Services Inc. | 5,831 | $255,560 | $491,669.92 | $236,109.92 | 92.39% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 153,151 | $7.82M | $12.9M | $5.08M | 64.88% |
Candace Cavalier Congress Wealth Management LLC / DE / | 36,034 | $2.49M | $2.98M | $498,215.16 | 20.05% |
Barry Oliver Capital Performance Advisors LLP | 7,006 | $541,721.96 | $587,698.31 | $45,976.35 | 8.49% |
Jennifer Scott Scott Capital Advisors LLC | 45,862 | $3.65M | $3.79M | $147,720.81 | 4.05% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 11,228 | $782,746.66 | $945,173.04 | $162,426.38 | 20.75% |
William T. Hedges Hedges Asset Management LLC | 15,500 | $719,710 | $1.29M | $566,325 | 78.69% |
| RS Radon Stancil POM Investment Strategies LLC | 41 | $3,264.03 | $3,428.01 | $163.98 | 5.02% |
Li Peng China Universal Asset Management Co. Ltd. | 11,976 | $855,848.93 | $997,301.4 | $141,452.47 | 16.53% |
Jeffrey McClean Solidarity Wealth LLC | 3,353 | $266,932.33 | $271,257.7 | $4,325.37 | 1.62% |
Taylor Jobe MKT Advisors LLC | 2,979 | $140,142.28 | $251,248.86 | $111,106.58 | 79.28% |
Seth Scher Matrix Private Capital Group LLC | 5,209 | $414,688.49 | $437,191.37 | $22,502.88 | 5.43% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 6,095 | $488,331.4 | $504,970.75 | $16,639.35 | 3.41% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 4,342 | $208,607.68 | $366,117.44 | $157,509.76 | 75.51% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 2,662 | $213,282.63 | $224,752.66 | $11,470.03 | 5.38% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 3,624 | $297,876.05 | $305,068.32 | $7,192.27 | 2.41% |
William Liberti Wealth Effects LLC | 2,625 | $208,976.25 | $220,263.75 | $11,287.5 | 5.4% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 1,170 | $98,069.4 | $97,870.5 | -$198.9 | -0.2% |