| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas Shaheen FSA Advisors Inc. | 12,129 | $412,468.55 | $381,942.21 | -$30,526.34 | -7.4% |
William T. Hedges Hedges Asset Management LLC | 61,000 | $875,960 | $1.92M | $1.04M | 118.84% |
Taylor Jobe MKT Advisors LLC | 18,350 | $268,479.2 | $582,153.75 | $313,674.55 | 116.83% |
Seth Scher Matrix Private Capital Group LLC | 73,826 | $2.6M | $2.34M | -$262,156.81 | -10.09% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 2,622 | $47,436.52 | $82,544.23 | $35,107.71 | 74.01% |
Sara S. Alexander Sonora Investment Management Group LLC | 8,935 | $214,976.1 | $281,095.1 | $66,119 | 30.76% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 236 | $3,388.96 | $7,421.02 | $4,032.06 | 118.98% |
| JS Jeffrey Sjovall Phraction Management LLC | 290,467 | $6.49M | $9.17M | $2.67M | 41.15% |
Katherine Saltonstall Sandy Cove Advisors LLC | 41,801 | $702,157.14 | $1.33M | $623,770.58 | 88.84% |
Clint Dunn Beaird Harris Wealth Management LLC | 73,029 | $1.4M | $2.3M | $902,905.41 | 64.69% |
Penny A. Phillips Journey Strategic Wealth LLC | 25,411 | $573,117.73 | $800,573.55 | $227,455.82 | 39.69% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 241,383 | $5.42M | $7.58M | $2.16M | 39.8% |
Kathryn Brown Morton Brown Family Wealth LLC | 116 | $2,790.96 | $3,645.3 | $854.34 | 30.61% |
Bill McVay Red Tortoise LLC | 5,600 | $78,960 | $176,036 | $97,076 | 122.94% |
| EI Excelsior Investors Intelligent Financial Strategies | 1,518 | $38,481.3 | $47,817 | $9,335.7 | 24.26% |
W. Travis McKinney HB Wealth Management LLC | 8,084 | $206,383 | $254,969.36 | $48,586.36 | 23.54% |
Mike Meixler Meixler Investment Management Ltd. | 544,154 | $7.83M | $17.09M | $9.26M | 118.19% |
Allison Tronnes Forum Financial Management LP | 8,079 | $204,802.65 | $254,488.5 | $49,685.85 | 24.26% |
William Jollie Quent Capital LLC | 1,461 | $51,777.84 | $46,079.94 | -$5,697.9 | -11% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 10,065 | $356,361.05 | $316,644.9 | -$39,716.15 | -11.14% |