| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 206 | $219,505 | $154,289.88 | -$65,215.12 | -29.71% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 8,650 | $3.18M | $6.36M | $3.18M | 100.21% |
| RS Radon Stancil POM Investment Strategies LLC | 403 | $285,509 | $301,838.93 | $16,329.93 | 5.72% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 2,609 | $549,799.69 | $1.9M | $1.35M | 245.48% |
Li Peng China Universal Asset Management Co. Ltd. | 1,818 | $1.18M | $1.36M | $181,211.31 | 15.35% |
Jeffrey McClean Solidarity Wealth LLC | 629 | $251,393.69 | $471,108.41 | $219,714.72 | 87.4% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 4,300 | $919,720.61 | $3.22M | $2.3M | 250.17% |
Shaun Peterson Peterson Wealth Services | 32 | $15,268.8 | $23,967.36 | $8,698.56 | 56.97% |
Taylor Jobe MKT Advisors LLC | 678 | $268,732.17 | $507,808.44 | $239,076.27 | 88.96% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 1 | $1,064.9 | $748.98 | -$315.92 | -29.67% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 2,031 | $420,827.52 | $1.52M | $1.1M | 261.47% |
Derek Swedberg PACK Private Wealth LLC | 276 | $293,912.41 | $200,820.36 | -$93,092.05 | -31.67% |
William Liberti Wealth Effects LLC | 3,384 | $957,076.85 | $2.53M | $1.58M | 164.82% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 66 | $24,410.93 | $46,767.6 | $22,356.67 | 91.58% |
| RM Robert Macaulay Jmac Enterprises LLC | 624 | $255,776.83 | $467,363.52 | $211,586.69 | 82.72% |
Jordan Szekely Cherrydale Wealth Management LLC | 493 | $192,064.21 | $358,940.97 | $166,876.76 | 86.89% |
Sara S. Alexander Sonora Investment Management Group LLC | 22,938 | $8.06M | $17.18M | $9.12M | 113.28% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 211 | $70,599.11 | $158,034.78 | $87,435.67 | 123.85% |
Nabeed Zaman Eagle Strategies LLC | 205 | $218,304.5 | $153,540.9 | -$64,763.6 | -29.67% |
| DB Devin Blodgett Blodgett Wealth Advisors LLC | 415 | $102,274.37 | $302,466.52 | $200,192.15 | 195.74% |