| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NCM NCM Capital Management LLC NCM Capital Management LLC | 3,839 | $523,243.57 | $871,798.49 | $348,554.92 | 66.61% |
Jacob B. Rue Shore Point Advisors LLC | 10,129 | $1.88M | $2.3M | $420,758.7 | 22.39% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 31 | $5,946.11 | $7,039.79 | $1,093.68 | 18.39% |
| RM Robert Macaulay Jmac Enterprises LLC | 47,996 | $8.57M | $10.84M | $2.28M | 26.58% |
Katherine Andersen Western Pacific Wealth Management LP | 1,000 | $145,560 | $227,090 | $81,530 | 56.01% |
Sara S. Alexander Sonora Investment Management Group LLC | 1,089 | $211,810.5 | $246,037.76 | $34,227.26 | 16.16% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 3,536 | $470,418.62 | $798,888.44 | $328,469.82 | 69.83% |
Nabeed Zaman Eagle Strategies LLC | 1,093 | $239,836.98 | $248,209.37 | $8,372.39 | 3.49% |
Jonathan Yarger Yarger Wealth Strategies LLC | 3,307 | $473,229.19 | $747,150.51 | $273,921.32 | 57.88% |
Clint Dunn Beaird Harris Wealth Management LLC | 548 | $94,981.71 | $124,034.32 | $29,052.61 | 30.59% |
Penny A. Phillips Journey Strategic Wealth LLC | 106,928 | $20.66M | $24.26M | $3.6M | 17.41% |
Russell Kartub Insight Inv LLC | 11,364 | $2.23M | $2.58M | $349,428.51 | 15.67% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 1,415 | $283,344.27 | $321,091.8 | $37,747.53 | 13.32% |
Caroline Jankowski Operose Advisors LLC | 524 | $101,819.29 | $118,387.31 | $16,568.02 | 16.27% |
Jay Richards Investment Advisory Group LLC | 5,011 | $728,763.01 | $1.14M | $409,184.96 | 56.15% |
| CB Catherine Bluvol Next Level Private LLC | 1,084 | $237,862.11 | $246,165.56 | $8,303.45 | 3.49% |
Brian Kellett Kellett Wealth Advisors LLC | 5,263 | $899,819.46 | $1.19M | $289,250.08 | 32.15% |
Sean Reitenbach Prosperity Consulting Group LLC | 78,907 | $15.55M | $17.83M | $2.28M | 14.68% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,616 | $278,340.4 | $365,102.86 | $86,762.46 | 31.17% |
Bill McVay Red Tortoise LLC | 25,217 | $3.35M | $5.7M | $2.35M | 70.24% |