| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Baltz Raleigh Capital Management Inc. | 199 | $92,736.96 | $85,189.91 | -$7,547.05 | -8.14% |
Michelle McCarthy Vantage Financial Partners LLC | 643 | $332,698.44 | $275,261.87 | -$57,436.57 | -17.26% |
| DC Debora Caley Richwood Investment Advisors LLC | 1,497 | $643,989.12 | $640,266.9 | -$3,722.22 | -0.58% |
William Jollie Quent Capital LLC | 790 | $354,583.02 | $338,459.7 | -$16,123.32 | -4.55% |
Missy Straw Nilsine Partners LLC | 1,030 | $505,601.33 | $440,932.7 | -$64,668.63 | -12.79% |
Dalila Toledo Ascent Group LLC | 1,843 | $851,914.56 | $790,462.7 | -$61,451.86 | -7.21% |
| EM Erin Mccann Simplicity Wealth LLC | 1,914 | $735,119.14 | $820,991.16 | $85,872.02 | 11.68% |
Michael Byun SageView Advisory Group LLC | 808 | $269,457.23 | $345,896.72 | $76,439.49 | 28.37% |
Taro Kuriyama Axq Capita LLP | 3,135 | $917,771.04 | $1.34M | $427,159.63 | 46.54% |
Jason Matthews Kfg Wealth Management LLC | 633 | $244,820 | $270,980.97 | $26,160.97 | 10.69% |
Katie Christensen iSAM Funds UKK) Ltd | 1,240 | $372,534.8 | $530,831.6 | $158,296.8 | 42.49% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 806 | $312,732.08 | $345,040.54 | $32,308.46 | 10.33% |
| KJ Ken Joseph Braidwel LLP | 53,960 | $15.8M | $23.07M | $7.28M | 46.07% |
| JZ James Zenker Grafton Street Partners Fund LP | 77,544 | $26.49M | $33.37M | $6.89M | 26% |
David K. Balsdon Harvest Portfolios Group Inc. | 177,890 | $68.49M | $76.15M | $7.66M | 11.18% |
Mark Fiskio Empirical Asset Management LLC | 1,399 | $541,860.69 | $598,897.9 | $57,037.21 | 10.53% |
Timothy Gerlach Novem Group | 529 | $204,522 | $226,459.61 | $21,937.61 | 10.73% |
Daniel Ronan Catalyst Financial Partners LLC | 1,212 | $502,950.79 | $518,845.08 | $15,894.29 | 3.16% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,036 | $964,280.88 | $872,283.48 | -$91,997.4 | -9.54% |
Matthew Heller Willner & Heller LLC | 1,107 | $503,748.06 | $470,773.88 | -$32,974.18 | -6.55% |