| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JB Joel Blattner Avaii Wealth Management LLC | 4,973 | $571,828.24 | $760,595.53 | $188,767.29 | 33.01% |
| WKS White Knight Strategic Wealth Advisors LLC White Knight Strategic Wealth Advisors LLC | 6,466 | $736,622.83 | $1.04M | $298,583.83 | 40.53% |
Bill Ryan Manhattan West Asset Management LLC | 18,600 | $2.06M | $2.97M | $913,830.4 | 44.4% |
Arthur Romano FOREFRONT WEALTH MANAGEMENT Inc. | 3,737 | $279,054.05 | $580,879.28 | $301,825.23 | 108.16% |
Susan M. Stiles Stiles Financial Services Inc. | 19,809 | $2.71M | $3.16M | $456,201.27 | 16.84% |
Candace Cavalier Congress Wealth Management LLC / DE / | 347,450 | $40.78M | $54.01M | $13.23M | 32.44% |
Stanley D. Royer Claris Advisors LLC / Mo / | 4,056 | $369,725.43 | $630,464.64 | $260,739.21 | 70.52% |
cullen roche Orcam Financial Group | 6,274 | $751,668.73 | $1M | $252,798.73 | 33.63% |
Craig Kurth PCG Wealth Advisors LLC | 3,027 | $346,204.08 | $470,516.88 | $124,312.8 | 35.91% |
Nicholas Shaheen FSA Advisors Inc. | 2,571 | $309,394.14 | $410,717.25 | $101,323.11 | 32.75% |
Barry Oliver Capital Performance Advisors LLP | 13,173 | $1.96M | $2.11M | $145,382.8 | 7.4% |
| EM Eric Malden Shearwater Capital LLC | 1,731 | $208,308.54 | $269,066.64 | $60,758.1 | 29.17% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 16,938 | $1.73M | $2.71M | $978,810.47 | 56.68% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 2,798 | $340,280.57 | $434,921.12 | $94,640.55 | 27.81% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 4,336 | $514,002.46 | $673,987.84 | $159,985.38 | 31.13% |
John Flavin Aspire Capital Advisors LLC | 7,899 | $840,777.81 | $1.2M | $356,947.56 | 42.45% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 2,408 | $329,279 | $385,520.82 | $56,241.82 | 17.08% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 12,379 | $823,330.36 | $1.92M | $1.1M | 133.71% |
Kristie R. Furseth Bowman & Co S.C. | 5,605 | $423,136.55 | $871,241.2 | $448,104.65 | 105.9% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 7,112 | $618,757.61 | $1.08M | $459,634.95 | 74.28% |