| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
cullen roche Orcam Financial Group | 728 | $410,075.11 | $429,454.46 | $19,379.35 | 4.73% |
Craig Kurth PCG Wealth Advisors LLC | 483 | $291,152.29 | $268,890.94 | -$22,261.35 | -7.65% |
Nicholas Shaheen FSA Advisors Inc. | 984 | $649,528.56 | $585,450.48 | -$64,078.08 | -9.87% |
Barry Oliver Capital Performance Advisors LLP | 9,787 | $5.2M | $5.77M | $573,702.85 | 11.03% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 7,829 | $3.73M | $4.53M | $805,886.7 | 21.63% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 1,778 | $584,957.57 | $989,830.42 | $404,872.85 | 69.21% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 464 | $326,673.92 | $258,313.45 | -$68,360.47 | -20.93% |
John Flavin Aspire Capital Advisors LLC | 815 | $478,231.56 | $479,171.1 | $939.54 | 0.2% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 3,985 | $2.49M | $2.35M | -$140,479.31 | -5.64% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 2,105 | $697,728.74 | $1.17M | $474,145.85 | 67.96% |
Kristie R. Furseth Bowman & Co S.C. | 4,077 | $1.44M | $2.27M | $825,222.25 | 57.13% |
| RS Radon Stancil POM Investment Strategies LLC | 24 | $15,870.06 | $13,361.04 | -$2,509.02 | -15.81% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 4,342 | $1.44M | $2.58M | $1.14M | 79.2% |
Li Peng China Universal Asset Management Co. Ltd. | 60,897 | $26.21M | $33.9M | $7.69M | 29.35% |
Jeffrey McClean Solidarity Wealth LLC | 14,963 | $9.83M | $8.33M | -$1.5M | -15.23% |
Bridget Fagerholt MAS Advisors LLC | 619 | $187,932.39 | $344,603.5 | $156,671.11 | 83.37% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 1,309 | $690,405.26 | $728,733.42 | $38,328.16 | 5.55% |
| CWM Carole W. Murphy Lynch Asset Management Inc. | 17,625 | $4.9M | $10.47M | $5.58M | 113.89% |
Andrew Miller OLIO Financial Planning | 588 | $362,924.89 | $327,345.49 | -$35,579.4 | -9.8% |
Gabriel M. Bustamante Bayshore Asset Management LLC | 2,611 | $901,253.83 | $1.45M | $552,316.03 | 61.28% |