| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Li Peng China Universal Asset Management Co. Ltd. | 10,602 | $3.2M | $2.87M | -$333,070.66 | -10.4% |
Jeffrey McClean Solidarity Wealth LLC | 4,411 | $1.37M | $1.19M | -$177,101.65 | -12.92% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 9,956 | $2.68M | $2.72M | $37,077.43 | 1.38% |
Shaun Peterson Peterson Wealth Services | 12,252 | $3.75M | $3.32M | -$430,675.55 | -11.5% |
Taylor Jobe MKT Advisors LLC | 3,510 | $941,109.39 | $949,946.44 | $8,837.05 | 0.94% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 4,070 | $1.09M | $1.11M | $17,219.7 | 1.58% |
William Liberti Wealth Effects LLC | 1,243 | $362,414.69 | $340,582 | -$21,832.69 | -6.02% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 29 | $7,688.38 | $7,848.56 | $160.18 | 2.08% |
| RM Robert Macaulay Jmac Enterprises LLC | 3,500 | $956,292 | $947,240.03 | -$9,051.97 | -0.95% |
Katherine Andersen Western Pacific Wealth Management LP | 507 | $141,427.54 | $139,161.37 | -$2,266.17 | -1.6% |
Doug Peabody Stegner Investment Associates Inc. | 1,003 | $282,759.67 | $271,451.93 | -$11,307.74 | -4% |
Sara S. Alexander Sonora Investment Management Group LLC | 48,737 | $13.33M | $13.19M | -$142,907.06 | -1.07% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,508 | $400,348.24 | $408,125.14 | $7,776.9 | 1.94% |
| DB Devin Blodgett Blodgett Wealth Advisors LLC | 2,984 | $809,552.22 | $814,124.69 | $4,572.47 | 0.56% |
Caitlin Garner SC&H Financial Advisors Inc. | 2,312 | $638,075.68 | $625,719.7 | -$12,355.98 | -1.94% |
Bert Miller Miller Wealth Advisors LLC | 20 | $6,077.8 | $5,412.8 | -$665 | -10.94% |
April Lamb Sovereign Investment Advisors LLC | 1,120 | $348,084.81 | $305,569.59 | -$42,515.22 | -12.21% |
Amir Ali Monsefi Aire Advisors LLC | 3,472 | $865,034.89 | $947,265.73 | $82,230.84 | 9.51% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 2,183 | $635,697.46 | $601,853.1 | -$33,844.36 | -5.32% |
Jason Whitby Stone Summit Wealth LLC | 1,200 | $297,360.06 | $324,768.01 | $27,407.95 | 9.22% |