| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Glass AlphaCentric Advisors LLC | 593 | $98,938.35 | $122,745.08 | $23,806.73 | 24.06% |
Ed West Values First Advisors Inc. | 20 | $5,439 | $4,139.8 | -$1,299.2 | -23.89% |
Michael Byun SageView Advisory Group LLC | 553 | $79,572 | $114,465.48 | $34,893.48 | 43.85% |
Taro Kuriyama Axq Capita LLP | 1,214 | $113,958.31 | $288,834.88 | $174,876.57 | 153.46% |
Anthony Chaves Dilation Capital Management LP | 36,835 | $10.02M | $7.62M | -$2.39M | -23.89% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 114,650 | $16.5M | $23.73M | $7.23M | 43.85% |
Amanda Hawley Atria Wealth Solutions Inc. | 22,047 | $1.29M | $4.56M | $3.28M | 254.33% |
| MS Mark Sheppard M & L Capital Management Ltd. | 41,100 | $11.18M | $8.51M | -$2.67M | -23.89% |
Eric Dahm Range Financial Group LLC | 10,615 | $1.53M | $2.2M | $665,932.53 | 43.49% |
Craig Johnsen Fortitude Advisory Group LLC | 3,967 | $234,080.92 | $821,129.37 | $587,048.45 | 250.79% |
Jeffrey Gilbert Balboa Wealth Partners | 2,548 | $239,180.76 | $527,410.55 | $288,229.79 | 120.51% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,822 | $210,208.74 | $377,135.8 | $166,927.06 | 79.41% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 36 | $2,420 | $7,451.64 | $5,031.64 | 207.92% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,608 | $116,284.96 | $332,839.94 | $216,554.98 | 186.23% |
CJ Harrison DecisionPoint Financial LLC | 8 | $907.25 | $1,903.36 | $996.11 | 109.79% |
| JG John Ginter Callan Family Office LLC | 4,515 | $482,887.25 | $934,559.9 | $451,672.65 | 93.54% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 757 | $205,866.16 | $156,691.44 | -$49,174.72 | -23.89% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 45,075 | $6.42M | $9.33M | $2.91M | 45.38% |
Rachel Faulk Cape Investment Advisory Inc. | 3 | $816 | $713.76 | -$102.24 | -12.53% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 1,158 | $314,918.11 | $239,694.43 | -$75,223.68 | -23.89% |