| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas Shaheen FSA Advisors Inc. | 215 | $185,403.1 | $203,850.1 | $18,447 | 9.95% |
Barry Oliver Capital Performance Advisors LLP | 3,207 | $3.05M | $3.04M | -$7,849.96 | -0.26% |
Jennifer Scott Scott Capital Advisors LLC | 748 | $471,322.84 | $709,208.72 | $237,885.88 | 50.47% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 479 | $287,075.25 | $454,159.06 | $167,083.81 | 58.2% |
John Flavin Aspire Capital Advisors LLC | 3,827 | $2.15M | $3.63M | $1.48M | 69.07% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 378 | $356,161.67 | $358,396.92 | $2,235.25 | 0.63% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 2,710 | $1.6M | $2.57M | $969,492.47 | 60.61% |
| RS Radon Stancil POM Investment Strategies LLC | 207 | $146,601.02 | $196,242.21 | $49,641.19 | 33.86% |
Li Peng China Universal Asset Management Co. Ltd. | 17,856 | $14.75M | $16.92M | $2.16M | 14.67% |
Jeffrey McClean Solidarity Wealth LLC | 914 | $863,320.57 | $866,499.42 | $3,178.85 | 0.37% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 577 | $414,606.28 | $546,684.42 | $132,078.14 | 31.86% |
Bridget Fagerholt MAS Advisors LLC | 524 | $311,774.1 | $496,767.72 | $184,993.62 | 59.34% |
| CWM Carole W. Murphy Lynch Asset Management Inc. | 3,850 | $2.74M | $3.65M | $909,997.5 | 33.21% |
Andrew Miller OLIO Financial Planning | 279 | $257,255.6 | $264,363.74 | $7,108.14 | 2.76% |
Shaun Peterson Peterson Wealth Services | 13,864 | $11.43M | $13.14M | $1.7M | 14.89% |
Taylor Jobe MKT Advisors LLC | 1,647 | $945,754.79 | $1.56M | $614,711.83 | 65% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 968 | $648,855.62 | $917,141.28 | $268,285.66 | 41.35% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 410 | $237,654.6 | $388,458.6 | $150,804 | 63.46% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 39 | $38,607.66 | $36,950.94 | -$1,656.72 | -4.29% |
William Liberti Wealth Effects LLC | 891 | $593,797.09 | $844,186.86 | $250,389.77 | 42.17% |