Convergence Long/Short Equity Fund (CLSE)

Market Closed

16 Oct, 08:00 PM

BATS

33. 74

-0.31

-0.9104%

398.08M Market Cap

0.83% Div Yield

457,600 Volume

$ 34.05

Previous Close

Investors:

XPN

+30

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Day Range

33.67 34.35

Year Range

25.51 34.76

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Convergence Long/Short Equity Fund Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
JD Jim Dushek HARBOUR INVESTMENTS Inc.	350	$10,246	$12,005	$1,759	17.17%
HC Hubert Cheng Park Avenue Securities LLC	166,019	$4.29M	$5.6M	$1.31M	30.62%
AB Anthony Bruccoleri Equitable Holdings Inc.	192,536	$6.2M	$6.55M	$357,916.53	5.78%
RR rosemary richard WCG Wealth Advisors LLC	86,788	$2.67M	$2.93M	$263,478.11	9.88%
XPN XY Planning Network Inc. XY Planning Network Inc.	15,075	$514,557.2	$509,685.75	-$4,871.45	-0.95%
AWM Accurate Wealth Management LLC Accurate Wealth Management LLC	127,376	$2.79M	$4.3M	$1.51M	54.03%
Adam J. Peck Riverwater Partners LLC	509,397	$7.53M	$17.26M	$9.72M	129.08%
Thomas Pappas Cottonwood Capital Advisors LLC	361,235	$7.81M	$12.29M	$4.48M	57.37%
JB Joel Blattner Avaii Wealth Management LLC	18,607	$634,111.27	$631,986.75	-$2,124.52	-0.34%
WKS White Knight Strategic Wealth Advisors LLC White Knight Strategic Wealth Advisors LLC	36,007	$1.23M	$1.22M	-$4,500.88	-0.37%
Tyler Glazier New Millennium Group LLC	1	$23.37	$33.79	$10.42	44.59%
Caroline Jankowski Operose Advisors LLC	36,725	$793,627.25	$1.24M	$445,657.87	56.15%
Marc H. Stone Tyler-Stone Wealth Management	13,024	$290,044.48	$440,471.68	$150,427.2	51.86%
Mark Fiskio Empirical Asset Management LLC	47,217	$1.27M	$1.59M	$322,800.93	25.38%
Jim Clark Worth Asset Management LLC	11,448	$390,777.48	$394,841.52	$4,064.04	1.04%
Craig Johnsen Fortitude Advisory Group LLC	8,278	$282,385.53	$283,935.4	$1,549.87	0.55%
Kevin Gray Lodestar Private Asset Management LLC	28,955	$742,868.38	$981,140.17	$238,271.79	32.07%
Andrew Lewis Genesis Private Wealth LLC	68,665	$1.99M	$2.33M	$339,435.82	17.05%
Vincent Incerto LaSalle St. Investment Advisors LLC	21,105	$515,665.92	$713,137.95	$197,472.03	38.29%
Courtney Holt Compound Planning, Inc.	10,797	$368,556	$367,098	-$1,458	-0.4%

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