| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 20,589 | $1.49M | $1.36M | -$129,088.07 | -8.68% |
Dalila Toledo Ascent Group LLC | 30,054 | $2.38M | $2.01M | -$368,583.45 | -15.5% |
| EM Erin Mccann Simplicity Wealth LLC | 3,873 | $275,525.22 | $257,186.56 | -$18,338.66 | -6.66% |
Michael Byun SageView Advisory Group LLC | 3,813 | $273,338.03 | $254,422.42 | -$18,915.61 | -6.92% |
Taro Kuriyama Axq Capita LLP | 7,899 | $570,861 | $524,849.05 | -$46,011.95 | -8.06% |
David K. Balsdon Harvest Portfolios Group Inc. | 194,219 | $12.25M | $12.95M | $698,647.96 | 5.7% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 6,402 | $408,387.47 | $427,013.4 | $18,625.93 | 4.56% |
Christopher M. Marks Sterling Investment Counsel LLC | 4,549 | $307,146.07 | $304,328.1 | -$2,817.97 | -0.92% |
Daniel Ronan Catalyst Financial Partners LLC | 3,810 | $231,232.66 | $254,317.5 | $23,084.84 | 9.98% |
Gary M. Coon Finer Wealth Management Inc. | 9,191 | $813,896.8 | $614,418.35 | -$199,478.45 | -24.51% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 8,867 | $661,228.39 | $588,414.12 | -$72,814.27 | -11.01% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 37,365 | $2.67M | $2.48M | -$183,934.88 | -6.9% |
CJ Harrison DecisionPoint Financial LLC | 5 | $361 | $329.95 | -$31.05 | -8.6% |
| JG John Ginter Callan Family Office LLC | 5,191 | $332,769.88 | $344,682.4 | $11,912.52 | 3.58% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 6,044 | $423,384.2 | $403,678.76 | -$19,705.44 | -4.65% |
Anita Woodhouse V-Square Quantitative Management LLC | 9,185 | $574,683.31 | $606,118.15 | $31,434.84 | 5.47% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 142,071 | $8.64M | $9.5M | $855,390.62 | 9.9% |
Rachel Faulk Cape Investment Advisory Inc. | 1,707 | $123,362.35 | $112,644.93 | -$10,717.42 | -8.69% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 530 | $44,276.69 | $35,414.6 | -$8,862.09 | -20.02% |
Mariana Coli Dunhill Financial LLC | 7 | $443.28 | $461.93 | $18.65 | 4.21% |