| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Baltz Raleigh Capital Management Inc. | 1,999 | $428,666.99 | $487,326.21 | $58,659.22 | 13.68% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,355 | $404,629.49 | $330,050.9 | -$74,578.59 | -18.43% |
William Jollie Quent Capital LLC | 1,430 | $335,056.69 | $343,915 | $8,858.31 | 2.64% |
Dalila Toledo Ascent Group LLC | 5,022 | $1.49M | $1.23M | -$260,864.37 | -17.47% |
Robert Glass AlphaCentric Advisors LLC | 840 | $287,361.68 | $205,002 | -$82,359.68 | -28.66% |
Michael Byun SageView Advisory Group LLC | 5,107 | $1.2M | $1.25M | $46,550.96 | 3.88% |
Taro Kuriyama Axq Capita LLP | 13,989 | $4.07M | $3.36M | -$702,108.4 | -17.27% |
Jason Matthews Kfg Wealth Management LLC | 719 | $171,319.72 | $175,011.79 | $3,692.07 | 2.16% |
Kristen Williams Athena Investment Management | 2,352 | $584,401.44 | $576,428.16 | -$7,973.28 | -1.36% |
Patricia A. Thompson Leeward Investments LLC - MA | 31,735 | $6.78M | $7.77M | $994,852.74 | 14.68% |
Timothy Gerlach Novem Group | 1,842 | $408,852.02 | $448,711.2 | $39,859.18 | 9.75% |
Daniel Ronan Catalyst Financial Partners LLC | 1,873 | $453,861.51 | $456,384.54 | $2,523.03 | 0.56% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,086 | $1.83M | $2.19M | $355,111.53 | 19.4% |
Matthew Heller Willner & Heller LLC | 929 | $283,482.89 | $227,224.11 | -$56,258.78 | -19.85% |
James M. Perkins Quantum Private Wealth LLC | 999 | $254,502.71 | $244,250.5 | -$10,252.21 | -4.03% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,103 | $249,096.35 | $269,065.82 | $19,969.47 | 8.02% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 8,955 | $1.66M | $2.19M | $534,584.85 | 32.27% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 588 | $160,225.29 | $141,067.08 | -$19,158.21 | -11.96% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 238 | $69,869.66 | $58,043.44 | -$11,826.22 | -16.93% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,359 | $3.3M | $2.73M | -$569,231.48 | -17.25% |