| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matt Shibata Morling Financial Advisors LLC | 13,411 | $592,113.11 | $788,432.69 | $196,319.58 | 33.16% |
cullen roche Orcam Financial Group | 38,236 | $1.86M | $2.25M | $383,419.08 | 20.58% |
Nicholas Shaheen FSA Advisors Inc. | 14,274 | $850,858 | $831,032.28 | -$19,825.72 | -2.33% |
Barry Oliver Capital Performance Advisors LLP | 1.16M | $62.01M | $67.5M | $5.49M | 8.85% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 26,720 | $1.45M | $1.56M | $112,748.2 | 7.8% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 278,987 | $13.72M | $16.37M | $2.65M | 19.32% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 7,909 | $337,309.26 | $465,049.2 | $127,739.94 | 37.87% |
Sam Sweitzer Anson Capital Inc. | 4,530 | $201,567.91 | $265,978.95 | $64,411.04 | 31.96% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 27,259 | $1.47M | $1.59M | $113,838.44 | 7.72% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 26,741 | $1.12M | $1.57M | $452,067.64 | 40.34% |
Bridget Fagerholt MAS Advisors LLC | 6,634 | $283,952.88 | $388,851.91 | $104,899.03 | 36.94% |
Andrew Miller OLIO Financial Planning | 37,510 | $1.48M | $2.2M | $721,970.66 | 48.89% |
Shaun Peterson Peterson Wealth Services | 3,181 | $189,873.89 | $185,022.86 | -$4,851.03 | -2.55% |
Seth Scher Matrix Private Capital Group LLC | 154,655 | $8.37M | $9.03M | $666,236.83 | 7.96% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 7,209 | $309,425.64 | $422,663.67 | $113,238.03 | 36.6% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 280,908 | $13.52M | $16.38M | $2.86M | 21.18% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 345 | $18,647.25 | $20,118.67 | $1,471.42 | 7.89% |
Derek Swedberg PACK Private Wealth LLC | 509,140 | $23.48M | $29.86M | $6.38M | 27.16% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 169 | $9,134.45 | $9,826.5 | $692.05 | 7.58% |
Katherine Andersen Western Pacific Wealth Management LP | 1,427 | $77,129.35 | $82,808.81 | $5,679.46 | 7.36% |