| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shaun Peterson Peterson Wealth Services | 7,708 | $4.82M | $4.29M | -$529,519.71 | -10.98% |
Taylor Jobe MKT Advisors LLC | 722 | $240,924.27 | $401,944.63 | $161,020.36 | 66.83% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 6 | $3,379.74 | $3,340.26 | -$39.48 | -1.17% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 280 | $94,475 | $155,878.81 | $61,403.81 | 64.99% |
Derek Swedberg PACK Private Wealth LLC | 574 | $279,356.68 | $332,259.89 | $52,903.21 | 18.94% |
William Liberti Wealth Effects LLC | 11,025 | $3.57M | $6.55M | $2.98M | 83.65% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 107 | $62,603.82 | $59,567.97 | -$3,035.85 | -4.85% |
| RM Robert Macaulay Jmac Enterprises LLC | 394 | $283,239.09 | $219,343.75 | -$63,895.34 | -22.56% |
Katherine Andersen Western Pacific Wealth Management LP | 4,920 | $1.97M | $2.91M | $947,358.31 | 48.19% |
Jordan Szekely Cherrydale Wealth Management LLC | 2,742 | $967,195.01 | $1.53M | $559,303.86 | 57.83% |
Sara S. Alexander Sonora Investment Management Group LLC | 41,885 | $13.55M | $23.32M | $9.77M | 72.1% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 5,335 | $1.91M | $2.97M | $1.06M | 55.51% |
Nabeed Zaman Eagle Strategies LLC | 3,644 | $1.99M | $2.03M | $41,610.5 | 2.09% |
| JS Jeffrey Sjovall Phraction Management LLC | 15,964 | $8.54M | $8.89M | $352,310.15 | 4.13% |
| DB Devin Blodgett Blodgett Wealth Advisors LLC | 2,016 | $1.01M | $1.19M | $179,933.46 | 17.83% |
Caitlin Garner SC&H Financial Advisors Inc. | 2,008 | $771,610.95 | $1.12M | $346,262.77 | 44.88% |
Bert Miller Miller Wealth Advisors LLC | 269 | $197,548.22 | $149,755 | -$47,793.22 | -24.19% |
April Lamb Sovereign Investment Advisors LLC | 879 | $502,460.27 | $518,478.13 | $16,017.86 | 3.19% |
M. Katherine Pieper Unionview LLC | 1,089 | $267,918.77 | $606,257.21 | $338,338.44 | 126.28% |
Michelle Wells Darrow Company Inc. | 750 | $422,467.49 | $417,532.51 | -$4,934.98 | -1.17% |