| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Glass AlphaCentric Advisors LLC | 7,116 | $123,131.2 | $109,693.14 | -$13,438.06 | -10.91% |
Michael Byun SageView Advisory Group LLC | 10,780 | $186,171.06 | $165,850.3 | -$20,320.76 | -10.92% |
Taro Kuriyama Axq Capita LLP | 38,778 | $687,534 | $596,405.64 | -$91,128.36 | -13.25% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,900 | $28,519 | $29,117.5 | $598.5 | 2.1% |
David K. Balsdon Harvest Portfolios Group Inc. | 329,301 | $4.23M | $5.08M | $843,475.19 | 19.92% |
| CMD Chris M. Denholm Objective Capital Management LLC | 18,424 | $249,502.53 | $283,176.88 | $33,674.35 | 13.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,501 | $310,392.86 | $360,740.35 | $50,347.49 | 16.22% |
Jeffrey Gilbert Balboa Wealth Partners | 26,354 | $357,535.8 | $403,553.53 | $46,017.73 | 12.87% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 11,693 | $202,608.35 | $181,884.61 | -$20,723.74 | -10.23% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,000 | $12,773.97 | $15,445 | $2,671.03 | 20.91% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 5,212 | $56,185.36 | $80,238.74 | $24,053.38 | 42.81% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 93,319 | $1.41M | $1.43M | $15,355.22 | 1.09% |
CJ Harrison DecisionPoint Financial LLC | 58 | $1,031.04 | $890.3 | -$140.74 | -13.65% |
| JG John Ginter Callan Family Office LLC | 80,590 | $1.37M | $1.24M | -$129,156.94 | -9.45% |
Anu Prabhu Altrius Capital Management Inc. | 339,875 | $5.87M | $5.22M | -$643,525.9 | -10.97% |
Amna Ali Khan GDS Wealth Management | 32,204 | $558,739.4 | $499,000.98 | -$59,738.42 | -10.69% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 41,136 | $495,950.76 | $633,342.2 | $137,391.44 | 27.7% |
Anita Woodhouse V-Square Quantitative Management LLC | 41,168 | $519,461.65 | $631,928.8 | $112,467.15 | 21.65% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 604,302 | $8.83M | $9.29M | $460,119.5 | 5.21% |
Rachel Faulk Cape Investment Advisory Inc. | 170 | $3,014 | $2,609.5 | -$404.5 | -13.42% |