| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kristie R. Furseth Bowman & Co S.C. | 34,005 | $1.55M | $1.59M | $46,052.05 | 2.98% |
| RS Radon Stancil POM Investment Strategies LLC | 1,196 | $60,039.23 | $55,984.76 | -$4,054.47 | -6.75% |
Li Peng China Universal Asset Management Co. Ltd. | 16,337 | $786,075.74 | $764,734.97 | -$21,340.77 | -2.71% |
Jeffrey McClean Solidarity Wealth LLC | 20,373 | $919,969.96 | $953,660.13 | $33,690.17 | 3.66% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 35,675 | $1.68M | $1.73M | $45,141.37 | 2.68% |
Bridget Fagerholt MAS Advisors LLC | 10,620 | $456,176.19 | $497,122.2 | $40,946.01 | 8.98% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 7,339 | $253,690.82 | $343,538.59 | $89,847.77 | 35.42% |
Shaun Peterson Peterson Wealth Services | 34,771 | $1.46M | $1.63M | $172,372.26 | 11.84% |
Taylor Jobe MKT Advisors LLC | 8,310 | $428,739.84 | $388,991.1 | -$39,748.74 | -9.27% |
Seth Scher Matrix Private Capital Group LLC | 7,821 | $392,614.2 | $379,162.08 | -$13,452.12 | -3.43% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 163 | $8,150.13 | $7,630.03 | -$520.1 | -6.38% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 32,250 | $1.46M | $1.56M | $100,990.21 | 6.91% |
Jacob B. Rue Shore Point Advisors LLC | 8,094 | $394,165.5 | $378,880.14 | -$15,285.36 | -3.88% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 83 | $3,743.28 | $3,885.23 | $141.95 | 3.79% |
William Liberti Wealth Effects LLC | 31,935 | $1.29M | $1.49M | $205,602.95 | 16% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 18,644 | $747,128.05 | $872,725.64 | $125,597.59 | 16.81% |
Sara S. Alexander Sonora Investment Management Group LLC | 180,592 | $8.82M | $8.45M | -$363,672.55 | -4.12% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 2,591 | $120,853.63 | $121,284.71 | $431.08 | 0.36% |
Nabeed Zaman Eagle Strategies LLC | 7,555 | $327,745.56 | $353,649.55 | $25,903.99 | 7.9% |
| DB Devin Blodgett Blodgett Wealth Advisors LLC | 6,391 | $332,076.36 | $309,835.68 | -$22,240.68 | -6.7% |