| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 1,475 | $334,388.46 | $494,892 | $160,503.54 | 48% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 2,838 | $770,647.54 | $973,632.66 | $202,985.12 | 26.34% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 2,368 | $394,741.63 | $794,629.76 | $399,888.13 | 101.3% |
Kristie R. Furseth Bowman & Co S.C. | 25,650 | $4.13M | $8.61M | $4.48M | 108.42% |
| RS Radon Stancil POM Investment Strategies LLC | 103 | $30,299.41 | $34,954.08 | $4,654.67 | 15.36% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 13,277 | $2.08M | $4.44M | $2.36M | 113.45% |
Li Peng China Universal Asset Management Co. Ltd. | 10,483 | $2.75M | $3.54M | $793,851.76 | 28.88% |
Jeffrey McClean Solidarity Wealth LLC | 7,240 | $1.98M | $2.43M | $453,810.95 | 22.97% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 2,015 | $381,091.49 | $676,092.95 | $295,001.46 | 77.41% |
Bridget Fagerholt MAS Advisors LLC | 1,013 | $203,038.51 | $338,863.69 | $135,825.18 | 66.9% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 2,771 | $527,488.65 | $929,282.56 | $401,793.91 | 76.17% |
Andrew Miller OLIO Financial Planning | 2,015 | $483,015.67 | $674,047.72 | $191,032.05 | 39.55% |
Gabriel M. Bustamante Bayshore Asset Management LLC | 698 | $228,476.33 | $232,866.76 | $4,390.43 | 1.92% |
Shaun Peterson Peterson Wealth Services | 49,713 | $15.49M | $16.98M | $1.49M | 9.61% |
Taylor Jobe MKT Advisors LLC | 2,520 | $410,485.82 | $864,435.6 | $453,949.78 | 110.59% |
Seth Scher Matrix Private Capital Group LLC | 8,470 | $2.49M | $2.89M | $402,214.23 | 16.14% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 1,597 | $462,986.27 | $533,956.95 | $70,970.68 | 15.33% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 660 | $106,589.29 | $227,099.4 | $120,510.11 | 113.06% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 21,937 | $3.55M | $7.55M | $4M | 112.45% |
Jacob B. Rue Shore Point Advisors LLC | 632 | $206,872.55 | $216,589.55 | $9,717 | 4.7% |