| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stanley D. Royer Claris Advisors LLC / Mo / | 661 | $225,923.19 | $284,643.12 | $58,719.93 | 25.99% |
cullen roche Orcam Financial Group | 610 | $441,030 | $263,770.1 | -$177,259.9 | -40.19% |
Craig Kurth PCG Wealth Advisors LLC | 1,379 | $258,602.15 | $615,902.77 | $357,300.62 | 138.17% |
Barry Oliver Capital Performance Advisors LLP | 2,150 | $457,461 | $960,254.5 | $502,793.5 | 109.91% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 558 | $402,590.04 | $240,288.75 | -$162,301.29 | -40.31% |
| RS Radon Stancil POM Investment Strategies LLC | 8 | $3,878 | $3,573.04 | -$304.96 | -7.86% |
Li Peng China Universal Asset Management Co. Ltd. | 41,061 | $12.43M | $18.34M | $5.91M | 47.55% |
Jeffrey McClean Solidarity Wealth LLC | 279 | $201,717 | $119,252.97 | -$82,464.03 | -40.88% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 1,565 | $576,956.8 | $698,975.95 | $122,019.15 | 21.15% |
Andrew Miller OLIO Financial Planning | 775 | $264,887.25 | $332,847 | $67,959.75 | 25.66% |
Shaun Peterson Peterson Wealth Services | 1,907 | $557,016.99 | $851,723.41 | $294,706.42 | 52.91% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 384 | $277,632 | $171,505.92 | -$106,126.08 | -38.23% |
William Liberti Wealth Effects LLC | 2,710 | $496,119.7 | $1.21M | $714,247.6 | 143.97% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 683 | $160,807.83 | $291,012.64 | $130,204.81 | 80.97% |
| RM Robert Macaulay Jmac Enterprises LLC | 1,000 | $183,070 | $446,630 | $263,560 | 143.97% |
Katherine Andersen Western Pacific Wealth Management LP | 168 | $121,464 | $75,033.84 | -$46,430.16 | -38.23% |
Jordan Szekely Cherrydale Wealth Management LLC | 764 | $261,889.98 | $326,961.44 | $65,071.46 | 24.85% |
Jason topor KLEIN PAVLIS & PEASLEY FINANCIAL Inc. | 2,359 | $482,981.56 | $1.01M | $522,801.68 | 108.24% |
Sara S. Alexander Sonora Investment Management Group LLC | 9,394 | $1.46M | $4.2M | $2.73M | 186.95% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 105 | $14,559.5 | $46,896.15 | $32,336.65 | 222.1% |