| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas Shaheen FSA Advisors Inc. | 2,574 | $952,515 | $982,830.42 | $30,315.42 | 3.18% |
Barry Oliver Capital Performance Advisors LLP | 15,993 | $4.54M | $6.14M | $1.59M | 35.1% |
| EM Eric Malden Shearwater Capital LLC | 1,552 | $485,386.22 | $571,461.9 | $86,075.68 | 17.73% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 1,596 | $404,498.76 | $587,663.14 | $183,164.38 | 45.28% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 24,529 | $5.85M | $9.37M | $3.51M | 60.04% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 4,405 | $1.31M | $1.62M | $312,308.51 | 23.85% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 12,870 | $3.09M | $4.74M | $1.65M | 53.22% |
Sam Sweitzer Anson Capital Inc. | 2,265 | $567,170.93 | $833,995.63 | $266,824.7 | 47.04% |
John Flavin Aspire Capital Advisors LLC | 3,682 | $794,541.85 | $1.41M | $610,914.37 | 76.89% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 4,364 | $1.46M | $1.68M | $213,224.13 | 14.59% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 214 | $57,300.44 | $78,796.94 | $21,496.5 | 37.52% |
| RS Radon Stancil POM Investment Strategies LLC | 4,730 | $1.75M | $1.74M | -$8,655.75 | -0.49% |
Jeffrey McClean Solidarity Wealth LLC | 5,043 | $1.37M | $1.86M | $484,724.45 | 35.33% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 938 | $236,233.23 | $360,051.31 | $123,818.08 | 52.41% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 5,866 | $1.42M | $2.16M | $742,900.35 | 52.43% |
Andrew Miller OLIO Financial Planning | 112,899 | $24.09M | $41.57M | $17.48M | 72.57% |
Taylor Jobe MKT Advisors LLC | 1,523 | $438,942.18 | $560,783.81 | $121,841.63 | 27.76% |
Seth Scher Matrix Private Capital Group LLC | 179 | $59,246.5 | $68,709.15 | $9,462.65 | 15.97% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 32,490 | $7.72M | $11.96M | $4.25M | 55.02% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 40,329 | $10.86M | $14.85M | $3.99M | 36.76% |