| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas Shaheen FSA Advisors Inc. | 686 | $328,731.01 | $363,312.45 | $34,581.44 | 10.52% |
Barry Oliver Capital Performance Advisors LLP | 19,368 | $8.11M | $10.24M | $2.13M | 26.25% |
| EM Eric Malden Shearwater Capital LLC | 10,499 | $5.07M | $5.55M | $481,648.81 | 9.51% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 1,572 | $556,338.3 | $836,524.08 | $280,185.78 | 50.36% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 808 | $425,910.14 | $428,183.44 | $2,273.3 | 0.53% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 607 | $256,951.86 | $320,757 | $63,805.14 | 24.83% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 5,859 | $1.78M | $3.08M | $1.3M | 73.33% |
Sam Sweitzer Anson Capital Inc. | 1,144 | $426,722.44 | $604,386.64 | $177,664.2 | 41.63% |
John Flavin Aspire Capital Advisors LLC | 4,881 | $1.72M | $2.6M | $873,236.75 | 50.64% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 888 | $446,196.84 | $470,462.39 | $24,265.55 | 5.44% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 1,182 | $368,213.81 | $621,649.26 | $253,435.45 | 68.83% |
| RS Radon Stancil POM Investment Strategies LLC | 112 | $57,229.12 | $59,146.64 | $1,917.52 | 3.35% |
Li Peng China Universal Asset Management Co. Ltd. | 5,435 | $2.62M | $2.8M | $178,499.97 | 6.81% |
Jeffrey McClean Solidarity Wealth LLC | 48,975 | $19.09M | $25.8M | $6.71M | 35.16% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 1,370 | $538,703.69 | $725,175.25 | $186,471.56 | 34.61% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 1,905 | $745,436.62 | $1.01M | $260,079.53 | 34.89% |
Andrew Miller OLIO Financial Planning | 1,891 | $643,467.43 | $998,807.29 | $355,339.86 | 55.22% |
Shaun Peterson Peterson Wealth Services | 17,662 | $8.87M | $9.35M | $478,424.84 | 5.39% |
Taylor Jobe MKT Advisors LLC | 2,878 | $914,557.4 | $1.53M | $615,819.1 | 67.34% |
Matthew Watters Midwest Heritage Bank, FSB | 516 | $272,357.02 | $272,711.16 | $354.14 | 0.13% |