| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jared Schneid Connective Portfolio Management LLC | 10,980 | $3.55M | $3.86M | $315,933.02 | 8.91% |
Stanley D. Royer Claris Advisors LLC / Mo / | 1,083 | $259,605.94 | $380,988.58 | $121,382.64 | 46.76% |
Matt Shibata Morling Financial Advisors LLC | 1,844 | $457,024.78 | $659,266.86 | $202,242.08 | 44.25% |
cullen roche Orcam Financial Group | 1,573 | $514,890.07 | $570,747.32 | $55,857.25 | 10.85% |
Nicholas Shaheen FSA Advisors Inc. | 3,339 | $1.08M | $1.22M | $143,443.44 | 13.33% |
Barry Oliver Capital Performance Advisors LLP | 23,519 | $6.7M | $8.53M | $1.84M | 27.43% |
| EM Eric Malden Shearwater Capital LLC | 1,389 | $408,588.24 | $488,636.32 | $80,048.08 | 19.59% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 15,495 | $3.23M | $5.66M | $2.43M | 75.22% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 1,344 | $300,144.64 | $472,805.77 | $172,661.13 | 57.53% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 1,475 | $334,388.46 | $518,890.26 | $184,501.8 | 55.18% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 2,838 | $770,647.54 | $1.03M | $259,092.38 | 33.62% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 5,080 | $824,186.86 | $1.79M | $962,906.39 | 116.83% |
Kristie R. Furseth Bowman & Co S.C. | 25,650 | $4.13M | $9.02M | $4.89M | 118.49% |
| RS Radon Stancil POM Investment Strategies LLC | 103 | $30,299.41 | $36,234.37 | $5,934.96 | 19.59% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 13,277 | $2.08M | $4.75M | $2.67M | 128.24% |
Li Peng China Universal Asset Management Co. Ltd. | 10,483 | $2.75M | $3.69M | $939,460.73 | 34.18% |
Jeffrey McClean Solidarity Wealth LLC | 7,104 | $1.93M | $2.5M | $568,682.86 | 29.46% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 2,015 | $381,091.49 | $731,122.6 | $350,031.11 | 91.85% |
Bridget Fagerholt MAS Advisors LLC | 1,013 | $203,038.51 | $356,363.28 | $153,324.77 | 75.52% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 2,771 | $527,488.65 | $974,810.12 | $447,321.47 | 84.8% |