| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shaun Peterson Peterson Wealth Services | 26,258 | $5.06M | $3.4M | -$1.66M | -32.86% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 384 | $33,726 | $49,809.06 | $16,083.06 | 47.69% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 1,541 | $128,834.14 | $200,653.61 | $71,819.47 | 55.75% |
William Liberti Wealth Effects LLC | 6,005 | $953,069.86 | $780,890.2 | -$172,179.66 | -18.07% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 2,825 | $468,354.63 | $365,555 | -$102,799.63 | -21.95% |
Katherine Andersen Western Pacific Wealth Management LP | 300 | $76,858.8 | $39,171 | -$37,687.8 | -49.04% |
Jordan Szekely Cherrydale Wealth Management LLC | 1,511 | $213,444.15 | $202,050.92 | -$11,393.23 | -5.34% |
Sara S. Alexander Sonora Investment Management Group LLC | 182,166 | $16.69M | $23.61M | $6.92M | 41.45% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 13,387 | $1.98M | $1.73M | -$253,065.27 | -12.78% |
| JE John Ervin Ervin Investment Management LLC | 8,913 | $1.31M | $1.19M | -$118,034.55 | -9.01% |
John Keene Keene & Associates Inc. | 24,801 | $2.09M | $3.32M | $1.23M | 58.8% |
M. Katherine Pieper Unionview LLC | 2,926 | $243,625.78 | $392,259.56 | $148,633.78 | 61.01% |
Amir Ali Monsefi Aire Advisors LLC | 3,135 | $306,820.77 | $409,336.95 | $102,516.18 | 33.41% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 17,465 | $1.97M | $2.31M | $332,911.95 | 16.87% |
Jason Whitby Stone Summit Wealth LLC | 3,056 | $427,557.45 | $396,861.63 | -$30,695.82 | -7.18% |
Katherine Saltonstall Sandy Cove Advisors LLC | 3,378 | $662,351.83 | $443,227.38 | -$219,124.45 | -33.08% |
Kimberly Foster Laraway Financial Advisors Inc. | 6,760 | $656,349.46 | $892,793.2 | $236,443.74 | 36.02% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 4,659 | $684,506.14 | $613,660.18 | -$70,845.96 | -10.35% |
Tracy Murray EdgeRock Capital LLC | 2,591 | $503,386.61 | $342,206.32 | -$161,180.29 | -32.02% |
Jonathan Yarger Yarger Wealth Strategies LLC | 1,570 | $334,713.96 | $207,357.75 | -$127,356.21 | -38.05% |