| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating | 
|---|---|---|---|---|---|
| Focus Financial Partners IncFOCS | +64.65% | $27.50 | $45.28 | 2019-12-10 -  2020-12-10 | Strong Buy | 
| Lpl Financial Holdings IncLPLA | +61.78% | $85.54 | $138.39 | 2020-06-09 -  2021-06-09 | Strong Buy | 
| Lpl Financial Holdings IncLPLA | +39.71% | $272.52 | $380.74 | 2024-07-08 -  2025-07-07 | Strong Buy | 
| Apollo Global Management IncAPO | +37.67% | $39.95 | $55.00 | 2020-05-04 -  2021-05-04 | Strong Buy | 
| Lpl Financial Holdings IncLPLA | +29.51% | $243.02 | $314.73 | 2024-10-04 -  2025-10-03 | Strong Buy | 
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date | 
|---|---|---|---|---|---|---|
| Carlyle Group IncCG | 4 | Hold | $66.00 | +14.60% | Maintains | 3 months ago | 
| Raymond James Financial IncRJF | 7 | Hold | $126.00 | N/A | Maintains | a year ago | 
| Lpl Financial Holdings IncLPLA | 5 | Strong Buy | $282.00 | N/A | Maintains | a year ago | 
| Tpg IncTPG | 2 | Hold | $44.00 | N/A | Maintains | a year ago | 
| Ares Management CorpARES | 5 | Hold | $127.00 | N/A | Maintains | a year ago | 
| Apollo Global Management IncAPO | 2 | Strong Buy | $45.00 | N/A | Maintains | 5 years ago | 
| Focus Financial Partners IncFOCS | 1 | Strong Buy | $34.00 | N/A | Initiates Coverage On | 6 years ago | 
| Oaktree Capital Group LLCOAK | 1 | Hold | $49.00 | N/A | Initiates Coverage On | 8 years ago |