| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jared Schneid Connective Portfolio Management LLC | 5,915 | $1.46M | $2.2M | $741,427.26 | 50.91% |
Craig Kurth PCG Wealth Advisors LLC | 24,257 | $4.95M | $9.01M | $4.07M | 82.22% |
Nicholas Shaheen FSA Advisors Inc. | 1,057 | $322,225.12 | $392,717.79 | $70,492.67 | 21.88% |
Barry Oliver Capital Performance Advisors LLP | 1,923 | $670,900.22 | $714,471.44 | $43,571.22 | 6.49% |
| EM Eric Malden Shearwater Capital LLC | 4,278 | $745,651.21 | $1.59M | $843,796.95 | 113.16% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 1,798 | $469,065.22 | $668,028.94 | $198,963.72 | 42.42% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 13,150 | $2.28M | $4.89M | $2.6M | 113.82% |
John Flavin Aspire Capital Advisors LLC | 38,456 | $12.42M | $14.96M | $2.54M | 20.48% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 924 | $342,052.64 | $343,302.97 | $1,250.33 | 0.37% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 925 | $197,766.85 | $343,674.51 | $145,907.66 | 73.78% |
| RS Radon Stancil POM Investment Strategies LLC | 975 | $369,895.57 | $362,251.51 | -$7,644.06 | -2.07% |
Li Peng China Universal Asset Management Co. Ltd. | 59,400 | $24.11M | $22.07M | -$2.04M | -8.45% |
Bridget Fagerholt MAS Advisors LLC | 607 | $215,770.29 | $225,524.79 | $9,754.5 | 4.52% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 2,056 | $884,676.24 | $763,886.26 | -$120,789.98 | -13.65% |
Andrew Miller OLIO Financial Planning | 1,620 | $295,018.18 | $601,894.82 | $306,876.64 | 104.02% |
Taylor Jobe MKT Advisors LLC | 1,799 | $318,695.08 | $668,400.48 | $349,705.4 | 109.73% |
Seth Scher Matrix Private Capital Group LLC | 1,004 | $432,011.16 | $373,026.17 | -$58,984.99 | -13.65% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 559 | $161,070.26 | $207,690.87 | $46,620.61 | 28.94% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 1,550 | $273,840.9 | $575,887.02 | $302,046.12 | 110.3% |
William Liberti Wealth Effects LLC | 1,127 | $292,612.06 | $439,124.29 | $146,512.23 | 50.07% |