| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FGS Frederic G Sauer Orion Investment Co | 150,258 | $4.06M | $14.68M | $10.62M | 261.53% |
Heather Fowler A4 Wealth Advisors LLC | 1,682 | $234,858 | $151,716.4 | -$83,141.6 | -35.4% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 71,014 | $2.19M | $6.41M | $4.21M | 192.17% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 2,017 | $281,634 | $203,838.02 | -$77,795.98 | -27.62% |
Greg Reidy Granite FO LLC | 5,265 | $123,384.02 | $474,903 | $351,518.98 | 284.9% |
Jackie Berry Hershey Financial Advisers, LLC | 21,859 | $3.05M | $2.14M | -$916,329.11 | -30.02% |
Michael Perry Albar Capital Partners LLP | 48,962 | $6.84M | $5.02M | -$1.82M | -26.59% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 8,627 | $204,438.18 | $902,039.12 | $697,600.94 | 341.23% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 2,007 | $40,708.11 | $181,031.4 | $140,323.29 | 344.71% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 1,776 | $247,983 | $179,287.2 | -$68,695.8 | -27.7% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 5,632 | $235,649 | $508,006.4 | $272,357.4 | 115.58% |
Jesper Bonnivier Avanza Fonder AB | 42,757 | $5.02M | $3.86M | -$1.16M | -23.13% |
Barry Carpenter Cascades Capital Asset Management, LLC | 12,415 | $328,886.31 | $1.27M | $943,651.19 | 286.92% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 1,697 | $236,888 | $153,069.4 | -$83,818.6 | -35.38% |
Teresa Coleman Creekside Partners | 3,997 | $558,125 | $360,529.4 | -$197,595.6 | -35.4% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 6,202 | $855,779.5 | $559,420.4 | -$296,359.1 | -34.63% |
Brent Peacock KP Management LLC | 120,000 | $5.3M | $12.3M | $7M | 132.27% |
Taryn Anderson YANKCOM Partnership | 55 | $2,029.24 | $4,961 | $2,931.76 | 144.48% |
David Levy Diversified Enterprises LLC | 18,766 | $708,537.3 | $1.69M | $984,155.9 | 138.9% |
Pines Wealth Management LLC Pines Wealth Management LLC | 1,711 | $238,907 | $154,332.2 | -$84,574.8 | -35.4% |