| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 44,827 | $4.1M | $6.06M | $1.96M | 47.75% |
Matt Shibata Morling Financial Advisors LLC | 1,039 | $125,661.91 | $147,049.67 | $21,387.76 | 17.02% |
Nicholas Shaheen FSA Advisors Inc. | 1,700 | $192,292.01 | $240,533 | $48,240.99 | 25.09% |
Barry Oliver Capital Performance Advisors LLP | 24,210 | $2.13M | $3.44M | $1.31M | 61.68% |
| EM Eric Malden Shearwater Capital LLC | 3,830 | $320,456.1 | $518,007.5 | $197,551.4 | 61.65% |
Jennifer Scott Scott Capital Advisors LLC | 1,576 | $216,747.28 | $213,154 | -$3,593.28 | -1.66% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 3,268 | $245,426.8 | $462,389.32 | $216,962.52 | 88.4% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 20,210 | $1.7M | $2.73M | $1.04M | 61.1% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 80,728 | $8.22M | $11.46M | $3.24M | 39.43% |
Kristie R. Furseth Bowman & Co S.C. | 15,995 | $1.34M | $2.16M | $823,629.51 | 61.48% |
Jeffrey McClean Solidarity Wealth LLC | 1,830 | $201,483 | $247,507.5 | $46,024.5 | 22.84% |
Taylor Jobe MKT Advisors LLC | 12,062 | $977,140.09 | $1.63M | $654,245.41 | 66.96% |
Matthew Watters Midwest Heritage Bank, FSB | 2,637 | $264,116.25 | $356,654.25 | $92,538 | 35.04% |
Seth Scher Matrix Private Capital Group LLC | 31,636 | $3.58M | $4.49M | $913,331.32 | 25.52% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 7,200 | $597,427.36 | $1.02M | $424,828.64 | 71.11% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 380 | $35,165.2 | $51,395 | $16,229.8 | 46.15% |
Derek Swedberg PACK Private Wealth LLC | 15,797 | $1.3M | $2.24M | $938,621.82 | 72.4% |
William Liberti Wealth Effects LLC | 2,046 | $281,386.38 | $289,570.38 | $8,184 | 2.91% |
Doug Peabody Stegner Investment Associates Inc. | 608,731 | $36.64M | $82.33M | $45.69M | 124.71% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 6,061 | $526,346.54 | $819,750.25 | $293,403.71 | 55.74% |