| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 2,967 | $837,593.81 | $695,227.47 | -$142,366.34 | -17% |
William T. Hedges Hedges Asset Management LLC | 4,300 | $567,798.99 | $961,694.96 | $393,895.97 | 69.37% |
| RS Radon Stancil POM Investment Strategies LLC | 3,069 | $793,006.27 | $686,381.82 | -$106,624.45 | -13.45% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 1,576 | $228,573.84 | $366,798.24 | $138,224.4 | 60.47% |
Li Peng China Universal Asset Management Co. Ltd. | 3,666 | $894,548.12 | $819,900.86 | -$74,647.26 | -8.34% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 14,849 | $2.03M | $3.48M | $1.45M | 71.77% |
Bridget Fagerholt MAS Advisors LLC | 1,739 | $330,797.56 | $388,927.33 | $58,129.77 | 17.57% |
| CWM Carole W. Murphy Lynch Asset Management Inc. | 13,350 | $1.87M | $3.11M | $1.24M | 66.56% |
Shaun Peterson Peterson Wealth Services | 19 | $5,342.99 | $4,249.35 | -$1,093.64 | -20.47% |
Taylor Jobe MKT Advisors LLC | 1,052 | $233,327.29 | $235,279.79 | $1,952.5 | 0.84% |
Seth Scher Matrix Private Capital Group LLC | 4,393 | $1.06M | $1.03M | -$35,627.19 | -3.35% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 101 | $14,682.21 | $22,588.65 | $7,906.44 | 53.85% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 7,478 | $1.35M | $1.75M | $405,046.81 | 30.07% |
Jacob B. Rue Shore Point Advisors LLC | 940 | $264,515.26 | $210,230.99 | -$54,284.27 | -20.52% |
William Liberti Wealth Effects LLC | 14,855 | $2.94M | $3.46M | $516,093.57 | 17.55% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 2,773 | $374,889.06 | $620,181.42 | $245,292.36 | 65.43% |
| RM Robert Macaulay Jmac Enterprises LLC | 4,000 | $1.09M | $894,599.96 | -$196,832.04 | -18.03% |
Jordan Szekely Cherrydale Wealth Management LLC | 968 | $217,415.35 | $216,493.19 | -$922.16 | -0.42% |
Sara S. Alexander Sonora Investment Management Group LLC | 103,767 | $30.59M | $23.21M | -$7.38M | -24.13% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 200 | $34,590 | $44,730 | $10,140 | 29.31% |