| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
cullen roche Orcam Financial Group | 645 | $268,081.35 | $263,569.57 | -$4,511.78 | -1.68% |
Barry Oliver Capital Performance Advisors LLP | 1,815 | $510,620.47 | $729,185.32 | $218,564.85 | 42.8% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 1,728 | $885,581.47 | $694,379.52 | -$191,201.95 | -21.59% |
Kristie R. Furseth Bowman & Co S.C. | 4,311 | $2.2M | $1.75M | -$441,973.28 | -20.13% |
| RS Radon Stancil POM Investment Strategies LLC | 57 | $19,159.15 | $22,817.1 | $3,657.95 | 19.09% |
Li Peng China Universal Asset Management Co. Ltd. | 8,347 | $3.89M | $3.35M | -$548,218.52 | -14.08% |
Jeffrey McClean Solidarity Wealth LLC | 6,977 | $2.62M | $2.84M | $219,835.41 | 8.4% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 556 | $193,105.2 | $227,201.06 | $34,095.86 | 17.66% |
| CWM Carole W. Murphy Lynch Asset Management Inc. | 16,550 | $7.25M | $6.82M | -$430,886.5 | -5.95% |
Shaun Peterson Peterson Wealth Services | 4,973 | $1.9M | $2M | $95,769.31 | 5.03% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 78 | $37,397.96 | $31,261.62 | -$6,136.34 | -16.41% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 24 | $11,975.72 | $9,644.16 | -$2,331.56 | -19.47% |
Derek Swedberg PACK Private Wealth LLC | 9,566 | $4.22M | $3.94M | -$278,452.43 | -6.6% |
William Liberti Wealth Effects LLC | 4,905 | $2.26M | $1.97M | -$297,348.19 | -13.13% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 593 | $244,352.25 | $238,457.16 | -$5,895.09 | -2.41% |
Katherine Andersen Western Pacific Wealth Management LP | 340 | $152,718.36 | $136,486.2 | -$16,232.16 | -10.63% |
Jordan Szekely Cherrydale Wealth Management LLC | 860 | $290,515.42 | $352,514 | $61,998.58 | 21.34% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 55 | $29,235.14 | $22,070.12 | -$7,165.02 | -24.51% |
Caitlin Garner SC&H Financial Advisors Inc. | 2,447 | $1.19M | $981,711.93 | -$210,394.4 | -17.65% |
M. Katherine Pieper Unionview LLC | 1,038 | $521,957.85 | $426,581.67 | -$95,376.18 | -18.27% |