| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 1,278 | $554,129 | $384,818.57 | -$169,310.43 | -30.55% |
| RS Radon Stancil POM Investment Strategies LLC | 10 | $1,717.53 | $2,869.2 | $1,151.67 | 67.05% |
Li Peng China Universal Asset Management Co. Ltd. | 65,644 | $8.75M | $18.83M | $10.09M | 115.31% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 553 | $239,631.48 | $158,666.76 | -$80,964.72 | -33.79% |
Shaun Peterson Peterson Wealth Services | 1,758 | $275,327.88 | $529,351.36 | $254,023.48 | 92.26% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 7 | $3,033.31 | $2,107.77 | -$925.54 | -30.51% |
William Liberti Wealth Effects LLC | 1,325 | $177,417.5 | $398,970.74 | $221,553.24 | 124.88% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 491 | $47,793.94 | $132,727.12 | $84,933.18 | 177.71% |
| RM Robert Macaulay Jmac Enterprises LLC | 1,372 | $594,528.75 | $393,654.24 | -$200,874.51 | -33.79% |
Jordan Szekely Cherrydale Wealth Management LLC | 1,009 | $215,582.94 | $275,749.61 | $60,166.67 | 27.91% |
Sara S. Alexander Sonora Investment Management Group LLC | 3,337 | $242,337.23 | $957,452.07 | $715,114.84 | 295.09% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 13,278 | $959,069.94 | $3.81M | $2.85M | 297.23% |
| JS Jeffrey Sjovall Phraction Management LLC | 15,346 | $1.11M | $4.62M | $3.51M | 315.25% |
| DB Devin Blodgett Blodgett Wealth Advisors LLC | 720 | $311,997.59 | $197,773.2 | -$114,224.39 | -36.61% |
Caitlin Garner SC&H Financial Advisors Inc. | 9,439 | $694,776.31 | $2.84M | $2.15M | 309.08% |
Katherine Saltonstall Sandy Cove Advisors LLC | 935 | $405,163.54 | $268,270.21 | -$136,893.33 | -33.79% |
Kimberly Foster Laraway Financial Advisors Inc. | 7,900 | $776,298 | $2.27M | $1.49M | 191.98% |
Tracy Murray EdgeRock Capital LLC | 1,798 | $430,499.63 | $515,882.16 | $85,382.53 | 19.83% |
| BWS BCR Wealth Strategies LLC BCR Wealth Strategies LLC | 2,130 | $208,796.6 | $581,830.8 | $373,034.2 | 178.66% |
Jonathan Yarger Yarger Wealth Strategies LLC | 1,400 | $354,480.84 | $401,688 | $47,207.16 | 13.32% |