| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Straus Commons Capital LLC | 8,898 | $3.47M | $4.18M | $710,772.15 | 20.49% |
Dalila Toledo Ascent Group LLC | 7,126 | $1.98M | $3.26M | $1.28M | 64.91% |
| EM Erin Mccann Simplicity Wealth LLC | 1,793 | $749,261.58 | $839,635 | $90,373.42 | 12.06% |
Robert Glass AlphaCentric Advisors LLC | 801 | $338,539.01 | $369,909.81 | $31,370.8 | 9.27% |
Michael Byun SageView Advisory Group LLC | 906 | $354,453.2 | $416,053.32 | $61,600.12 | 17.38% |
Taro Kuriyama Axq Capita LLP | 7,414 | $2.89M | $3.47M | $583,927.1 | 20.2% |
Jaimie Palmer Beacon Capital Management LLC | 3,606 | $956,887.42 | $1.68M | $720,407.42 | 75.29% |
Christopher M. Marks Sterling Investment Counsel LLC | 857 | $400,099.02 | $399,130.61 | -$968.41 | -0.24% |
Daniel Ronan Catalyst Financial Partners LLC | 1,027 | $324,643.07 | $474,843.72 | $150,200.65 | 46.27% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,265 | $388,984.72 | $592,652.5 | $203,667.78 | 52.36% |
Stephen Kenney Gray Private Wealth LLC | 873 | $297,446.07 | $409,934.61 | $112,488.54 | 37.82% |
Edward Lowndes Angeles Wealth Management LLC | 2,965 | $1.26M | $1.36M | $104,125.66 | 8.27% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 703 | $225,900.53 | $330,599.81 | $104,699.28 | 46.35% |
Michael Stulic Astoria Portfolio Advisors LLC | 911 | $382,785.39 | $420,818.23 | $38,032.84 | 9.94% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 10 | $2,399.5 | $4,687.3 | $2,287.8 | 95.34% |
| MK Malinda Khauv Cercano Management LLC | 970 | $394,237 | $452,441.95 | $58,204.95 | 14.76% |
| JG John Ginter Callan Family Office LLC | 4,522 | $1.66M | $2.13M | $472,722.91 | 28.56% |
| TIM Tevis Investment Management Tevis Investment Management | 556 | $263,121.44 | $261,200.46 | -$1,920.98 | -0.73% |
Mark Mowrey Signature Resources Capital Management LLC | 8 | $3,400.27 | $3,670.72 | $270.45 | 7.95% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,093 | $510,737.24 | $512,070.5 | $1,333.26 | 0.26% |