Convergence Long/Short Equity Fund (CLSE)

Market Closed

1 Sep, 20:00

BATS

33. 59

+0.03

+0.0894%

389.87M Market Cap

0.83% Div Yield

297,036 Volume

$ 33.56

Previous Close

Investors:

XPN

AWM

+27

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Day Range

33.47 33.68

Year Range

24.14 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	$11,679.5	$1,433.5	13.99%
AB Anthony Bruccoleri Equitable Holdings Inc.	192,536	$6.2M	$6.51M	$317,483.97	5.12%
RR rosemary richard WCG Wealth Advisors LLC	86,788	$2.67M	$2.94M	$269,987.21	10.13%
XPN XY Planning Network Inc. XY Planning Network Inc.	14,855	$507,075	$504,921.45	-$2,153.55	-0.42%
AWM Accurate Wealth Management LLC Accurate Wealth Management LLC	127,376	$2.79M	$4.33M	$1.54M	55.1%
Adam J. Peck Riverwater Partners LLC	509,397	$7.53M	$17.23M	$9.7M	128.78%
Thomas Pappas Cottonwood Capital Advisors LLC	361,235	$7.81M	$12.28M	$4.47M	57.28%
JB Joel Blattner Avaii Wealth Management LLC	14,830	$506,222.05	$497,249.9	-$8,972.15	-1.77%
WKS White Knight Strategic Wealth Advisors LLC White Knight Strategic Wealth Advisors LLC	36,007	$1.23M	$1.22M	-$10,982.14	-0.89%
Tyler Glazier New Millennium Group LLC	1	$23.37	$33.99	$10.62	45.44%
Caroline Jankowski Operose Advisors LLC	36,725	$793,627.25	$1.24M	$450,615.75	56.78%
Marc H. Stone Tyler-Stone Wealth Management	13,024	$290,044.48	$442,685.76	$152,641.28	52.63%
Mark Fiskio Empirical Asset Management LLC	47,217	$1.27M	$1.58M	$311,468.85	24.49%
Jim Clark Worth Asset Management LLC	36,926	$1.26M	$1.26M	-$5,354.27	-0.42%
Craig Johnsen Fortitude Advisory Group LLC	6,806	$232,322.81	$231,335.94	-$986.87	-0.42%
Kevin Gray Lodestar Private Asset Management LLC	28,955	$742,868.38	$984,180.45	$241,312.07	32.48%
Andrew Lewis Genesis Private Wealth LLC	68,665	$1.99M	$2.33M	$343,555.72	17.26%
Vincent Incerto LaSalle St. Investment Advisors LLC	21,105	$515,665.92	$709,339.05	$193,673.13	37.56%
Christopher C. Powers Farther Finance Advisors, LLC	287	$9,797	$9,755.13	-$41.87	-0.43%
Joseph C. Gissy Tactive Advisors, LLC	365,074	$10.31M	$12.41M	$2.1M	20.4%

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