| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Scott Scott Capital Advisors LLC | 748 | $471,322.84 | $712,013.73 | $240,690.89 | 51.07% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 487 | $291,594.93 | $463,570.43 | $171,975.5 | 58.98% |
John Flavin Aspire Capital Advisors LLC | 3,827 | $2.15M | $3.63M | $1.48M | 69.02% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 421 | $396,891.4 | $400,745.69 | $3,854.29 | 0.97% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 2,710 | $1.6M | $2.58M | $979,953.1 | 61.26% |
| RS Radon Stancil POM Investment Strategies LLC | 207 | $146,601.02 | $197,041.23 | $50,440.21 | 34.41% |
Li Peng China Universal Asset Management Co. Ltd. | 17,856 | $14.75M | $17M | $2.24M | 15.21% |
Jeffrey McClean Solidarity Wealth LLC | 914 | $863,320.57 | $870,027.47 | $6,706.9 | 0.78% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 357 | $208,802.89 | $339,824.73 | $131,021.84 | 62.75% |
Bridget Fagerholt MAS Advisors LLC | 524 | $311,774.1 | $498,790.37 | $187,016.27 | 59.98% |
| CWM Carole W. Murphy Lynch Asset Management Inc. | 3,850 | $2.74M | $3.65M | $909,304.42 | 33.19% |
Andrew Miller OLIO Financial Planning | 279 | $257,255.6 | $265,577.31 | $8,321.71 | 3.23% |
Shaun Peterson Peterson Wealth Services | 13,864 | $11.43M | $13.2M | $1.76M | 15.42% |
Taylor Jobe MKT Advisors LLC | 1,647 | $945,754.79 | $1.57M | $622,008.06 | 65.77% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 1,018 | $677,240.62 | $969,024.03 | $291,783.41 | 43.08% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 410 | $237,654.6 | $390,274.9 | $152,620.3 | 64.22% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 39 | $38,607.66 | $37,123.71 | -$1,483.95 | -3.84% |
William Liberti Wealth Effects LLC | 891 | $593,797.09 | $844,534.33 | $250,737.24 | 42.23% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 9 | $8,246.43 | $8,567.01 | $320.58 | 3.89% |
Katherine Andersen Western Pacific Wealth Management LP | 1,011 | $566,085.91 | $958,246.03 | $392,160.12 | 69.28% |