| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan P. Sawyer Viewpoint Capital Management LLC | 8,049 | $289,416.35 | $613,092.33 | $323,675.98 | 111.84% |
Li Peng China Universal Asset Management Co. Ltd. | 297,940 | $26.27M | $22.69M | -$3.57M | -13.6% |
Jeffrey McClean Solidarity Wealth LLC | 7,087 | $261,014.21 | $539,816.79 | $278,802.58 | 106.82% |
Bridget Fagerholt MAS Advisors LLC | 21,291 | $1.33M | $1.62M | $294,028.71 | 22.15% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 3,177 | $279,957.82 | $241,992.09 | -$37,965.73 | -13.56% |
William Liberti Wealth Effects LLC | 4,667 | $352,405.17 | $355,485.39 | $3,080.22 | 0.87% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 708 | $31,102.44 | $53,928.36 | $22,825.92 | 73.39% |
| RM Robert Macaulay Jmac Enterprises LLC | 99,415 | $6.5M | $7.57M | $1.07M | 16.43% |
Sara S. Alexander Sonora Investment Management Group LLC | 6,525 | $261,103.27 | $497,009.25 | $235,905.98 | 90.35% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 2,677 | $148,639.32 | $203,907.09 | $55,267.77 | 37.18% |
Nabeed Zaman Eagle Strategies LLC | 51,112 | $2.44M | $3.89M | $1.45M | 59.32% |
Jason Whitby Stone Summit Wealth LLC | 4,960 | $256,522.06 | $377,803.2 | $121,281.14 | 47.28% |
Katherine Saltonstall Sandy Cove Advisors LLC | 6,220 | $237,435.14 | $473,777.4 | $236,342.26 | 99.54% |
Kimberly Foster Laraway Financial Advisors Inc. | 2,600 | $211,042 | $198,042 | -$13,000 | -6.16% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 6,649 | $298,952.89 | $506,454.33 | $207,501.44 | 69.41% |
David Mailloux WealthCare Investment Partners LLC | 94,552 | $3.9M | $7.72M | $3.82M | 97.95% |
Clint Dunn Beaird Harris Wealth Management LLC | 3,347 | $133,653.59 | $254,940.99 | $121,287.4 | 90.75% |
Jennifer Carlson Gould Capital LLC | 4,350 | $152,484.54 | $355,308 | $202,823.46 | 133.01% |
Loyd Stegent Stegent Equity Advisors Inc. | 7,832 | $246,942.96 | $596,563.44 | $349,620.48 | 141.58% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 3,382 | $199,402.72 | $257,606.94 | $58,204.22 | 29.19% |