| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barry Oliver Capital Performance Advisors LLP | 2,825 | $541,552.95 | $565,000 | $23,447.05 | 4.33% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 12,061 | $1.81M | $2.37M | $559,336.93 | 30.87% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 1,641 | $271,560.97 | $322,998.03 | $51,437.06 | 18.94% |
John Flavin Aspire Capital Advisors LLC | 5,652 | $904,915.76 | $1.08M | $171,224.98 | 18.92% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 3,508 | $592,951.95 | $701,600 | $108,648.05 | 18.32% |
William T. Hedges Hedges Asset Management LLC | 5,950 | $730,658.37 | $1.17M | $440,480.13 | 60.29% |
Kristie R. Furseth Bowman & Co S.C. | 2,203 | $265,355.96 | $433,616.49 | $168,260.53 | 63.41% |
| RS Radon Stancil POM Investment Strategies LLC | 317 | $65,587.37 | $62,395.11 | -$3,192.26 | -4.87% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 7,403 | $1.24M | $1.4M | $151,673.57 | 12.19% |
Li Peng China Universal Asset Management Co. Ltd. | 7,214 | $1.17M | $1.42M | $252,033.25 | 21.58% |
Jeffrey McClean Solidarity Wealth LLC | 2,409 | $378,024.03 | $474,163.47 | $96,139.44 | 25.43% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 11,655 | $1.46M | $2.33M | $867,462.38 | 59.27% |
| CWM Carole W. Murphy Lynch Asset Management Inc. | 27,100 | $3.18M | $5.11M | $1.93M | 60.63% |
Andrew Miller OLIO Financial Planning | 1,380 | $210,380.29 | $271,625.4 | $61,245.11 | 29.11% |
Shaun Peterson Peterson Wealth Services | 441 | $68,482.89 | $86,802.03 | $18,319.14 | 26.75% |
Taylor Jobe MKT Advisors LLC | 2,482 | $302,061.51 | $488,532.06 | $186,470.55 | 61.73% |
Matthew Watters Midwest Heritage Bank, FSB | 2,473 | $417,155.61 | $486,760.59 | $69,604.98 | 16.69% |
Seth Scher Matrix Private Capital Group LLC | 17,387 | $3.6M | $3.48M | -$119,970.13 | -3.33% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 1,684 | $279,981.14 | $331,461.72 | $51,480.58 | 18.39% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 310 | $55,367.48 | $61,017.3 | $5,649.82 | 10.2% |