| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Kurth PCG Wealth Advisors LLC | 5,864 | $412,052.27 | $1.1M | $683,577.49 | 165.9% |
Nicholas Shaheen FSA Advisors Inc. | 2,607 | $394,041.8 | $483,911.34 | $89,869.54 | 22.81% |
Barry Oliver Capital Performance Advisors LLP | 14,849 | $1.34M | $2.75M | $1.41M | 105.33% |
| EM Eric Malden Shearwater Capital LLC | 1,770 | $346,477.5 | $332,706.9 | -$13,770.6 | -3.97% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 1,480 | $281,969.6 | $271,535.6 | -$10,434 | -3.7% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 17,387 | $1.7M | $3.23M | $1.53M | 90.43% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 6,473 | $846,860.02 | $1.2M | $355,952.84 | 42.03% |
Kristie R. Furseth Bowman & Co S.C. | 2,021 | $290,963.37 | $382,251.94 | $91,288.57 | 31.37% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 2,600 | $228,014.36 | $491,894 | $263,879.64 | 115.73% |
Bridget Fagerholt MAS Advisors LLC | 18,712 | $2.1M | $3.52M | $1.42M | 67.86% |
Andrew Miller OLIO Financial Planning | 2,272 | $197,504.96 | $427,090.56 | $229,585.6 | 116.24% |
Gabriel M. Bustamante Bayshore Asset Management LLC | 1,691 | $243,453.27 | $317,823.45 | $74,370.18 | 30.55% |
Shaun Peterson Peterson Wealth Services | 1,036 | $130,571.1 | $192,064.04 | $61,492.94 | 47.1% |
Taylor Jobe MKT Advisors LLC | 33,966 | $3.13M | $6.33M | $3.2M | 102.33% |
Seth Scher Matrix Private Capital Group LLC | 610 | $85,736.22 | $113,771.1 | $28,034.88 | 32.7% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 10,860 | $925,697.9 | $2.02M | $1.09M | 117.82% |
William Liberti Wealth Effects LLC | 1,269 | $241,769.88 | $235,437.57 | -$6,332.31 | -2.62% |
| RM Robert Macaulay Jmac Enterprises LLC | 61,512 | $6.38M | $11.64M | $5.26M | 82.42% |
Sara S. Alexander Sonora Investment Management Group LLC | 6,002 | $556,288.58 | $1.11M | $556,722.3 | 100.08% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,714 | $175,120.12 | $316,233 | $141,112.88 | 80.58% |