| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 150,773 | $19.4M | $19.58M | $178,022.51 | 0.92% |
Nicholas Shaheen FSA Advisors Inc. | 2,774 | $533,875.18 | $425,198.72 | -$108,676.46 | -20.36% |
Barry Oliver Capital Performance Advisors LLP | 5,500 | $917,184.88 | $827,860 | -$89,324.88 | -9.74% |
| EM Eric Malden Shearwater Capital LLC | 2,885 | $298,408.04 | $374,674.95 | $76,266.91 | 25.56% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 2,008 | $256,191.92 | $307,786.24 | $51,594.32 | 20.14% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 15,714 | $1.37M | $2.04M | $667,633.73 | 48.62% |
Kristie R. Furseth Bowman & Co S.C. | 1,952 | $160,805.14 | $253,506.24 | $92,701.1 | 57.65% |
| RS Radon Stancil POM Investment Strategies LLC | 1,204 | $177,321.62 | $156,363.48 | -$20,958.14 | -11.82% |
Li Peng China Universal Asset Management Co. Ltd. | 6,744 | $1.2M | $875,843.28 | -$323,419.73 | -26.97% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 1,650 | $148,282.05 | $248,358 | $100,075.95 | 67.49% |
Shaun Peterson Peterson Wealth Services | 26,258 | $5.06M | $3.41M | -$1.65M | -32.64% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 384 | $33,726 | $49,870.08 | $16,144.08 | 47.87% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 2,766 | $228,965.64 | $359,220.42 | $130,254.78 | 56.89% |
William Liberti Wealth Effects LLC | 6,005 | $953,069.86 | $867,061.95 | -$86,007.91 | -9.02% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 2,825 | $468,354.63 | $366,882.75 | -$101,471.88 | -21.67% |
Katherine Andersen Western Pacific Wealth Management LP | 300 | $76,858.8 | $44,106 | -$32,752.8 | -42.61% |
Jordan Szekely Cherrydale Wealth Management LLC | 1,511 | $213,444.15 | $196,233.57 | -$17,210.58 | -8.06% |
Sara S. Alexander Sonora Investment Management Group LLC | 182,166 | $16.69M | $23.66M | $6.97M | 41.75% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 13,387 | $1.98M | $1.74M | -$241,284.71 | -12.19% |
| JE John Ervin Ervin Investment Management LLC | 8,913 | $1.31M | $1.16M | -$152,572.42 | -11.65% |