| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 1,072 | $53,122.7 | $126,796.16 | $73,673.46 | 138.69% |
| JB Joel Blattner Avaii Wealth Management LLC | 3,081 | $199,217.74 | $364,468.44 | $165,250.7 | 82.95% |
| WKS White Knight Strategic Wealth Advisors LLC White Knight Strategic Wealth Advisors LLC | 3,469 | $319,627.34 | $410,035.8 | $90,408.46 | 28.29% |
Bill Ryan Manhattan West Asset Management LLC | 7,162 | $730,575.41 | $851,633.42 | $121,058.01 | 16.57% |
Steve Wachs Legacy CG LLC | 52,380 | $3.28M | $6.22M | $2.94M | 89.65% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 22,210 | $1.89M | $2.64M | $750,121.65 | 39.75% |
Candace Cavalier Congress Wealth Management LLC / DE / | 102,491 | $8.44M | $12.15M | $3.71M | 44% |
Stanley D. Royer Claris Advisors LLC / Mo / | 4,668 | $383,124.97 | $552,597.84 | $169,472.87 | 44.23% |
cullen roche Orcam Financial Group | 2,235 | $220,628.1 | $264,232.87 | $43,604.77 | 19.76% |
Craig Kurth PCG Wealth Advisors LLC | 3,535 | $300,530.21 | $419,728.22 | $119,198.01 | 39.66% |
Nicholas Shaheen FSA Advisors Inc. | 4,257 | $480,378 | $504,028.8 | $23,650.8 | 4.92% |
Barry Oliver Capital Performance Advisors LLP | 10,370 | $1.06M | $1.23M | $165,115.35 | 15.52% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 23,696 | $1.39M | $2.82M | $1.43M | 102.61% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 2,882 | $325,149.91 | $341,171.16 | $16,021.25 | 4.93% |
Sam Sweitzer Anson Capital Inc. | 4,569 | $274,916.73 | $539,941.57 | $265,024.84 | 96.4% |
John Flavin Aspire Capital Advisors LLC | 4,348 | $408,267.8 | $519,085.55 | $110,817.75 | 27.14% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 11,506 | $1.07M | $1.37M | $295,061.27 | 27.54% |
Kristie R. Furseth Bowman & Co S.C. | 44,582 | $2.4M | $5.25M | $2.85M | 118.76% |
| RS Radon Stancil POM Investment Strategies LLC | 831 | $91,407.62 | $98,664.63 | $7,257.01 | 7.94% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 39,685 | $2.03M | $4.7M | $2.67M | 131.45% |