| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
cullen roche Orcam Financial Group | 1,579 | $239,218.5 | $227,991.81 | -$11,226.69 | -4.69% |
Barry Oliver Capital Performance Advisors LLP | 1,608 | $248,232.27 | $236,810.16 | -$11,422.11 | -4.6% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 2,838 | $354,708.92 | $417,044.1 | $62,335.18 | 17.57% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 1,451 | $180,320.38 | $213,732.3 | $33,411.92 | 18.53% |
Kristie R. Furseth Bowman & Co S.C. | 14,605 | $1.28M | $2.11M | $828,184.9 | 64.53% |
| RS Radon Stancil POM Investment Strategies LLC | 10 | $1,546.22 | $1,471 | -$75.22 | -4.86% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 3,870 | $276,383.19 | $559,098.9 | $282,715.71 | 102.29% |
Li Peng China Universal Asset Management Co. Ltd. | 4,200 | $670,740 | $618,051 | -$52,689 | -7.86% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 1,440 | $208,137.59 | $208,195.2 | $57.61 | 0.03% |
Shaun Peterson Peterson Wealth Services | 3,504 | $446,880.45 | $515,403.36 | $68,522.91 | 15.33% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 1,353 | $207,834.33 | $198,992.47 | -$8,841.86 | -4.25% |
William Liberti Wealth Effects LLC | 2,188 | $163,418.4 | $321,898.56 | $158,480.16 | 96.98% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 15,015 | $1.57M | $2.21M | $636,507.27 | 40.58% |
Sara S. Alexander Sonora Investment Management Group LLC | 1,805 | $224,246.65 | $265,732.1 | $41,485.45 | 18.5% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 135 | $8,178.3 | $19,836.9 | $11,658.6 | 142.56% |
Nabeed Zaman Eagle Strategies LLC | 2,353 | $278,883.17 | $346,373.36 | $67,490.19 | 24.2% |
Caitlin Garner SC&H Financial Advisors Inc. | 1,436 | $220,548.09 | $211,537.16 | -$9,010.93 | -4.09% |
April Lamb Sovereign Investment Advisors LLC | 1,519 | $241,764.3 | $219,085.37 | -$22,678.93 | -9.38% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 9,570 | $774,986.95 | $1.4M | $625,582.55 | 80.72% |
Katherine Saltonstall Sandy Cove Advisors LLC | 1,717 | $193,711.69 | $251,385.97 | $57,674.28 | 29.77% |