| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 260 | $223,095.6 | $217,479.6 | -$5,616 | -2.52% |
Dalila Toledo Ascent Group LLC | 696 | $597,209.76 | $579,712.32 | -$17,497.44 | -2.93% |
| EM Erin Mccann Simplicity Wealth LLC | 282 | $241,972.92 | $239,330.58 | -$2,642.34 | -1.09% |
Michael Byun SageView Advisory Group LLC | 432 | $190,977.27 | $361,763.28 | $170,786.01 | 89.43% |
Taro Kuriyama Axq Capita LLP | 6,260 | $5.37M | $5.31M | -$59,971.2 | -1.12% |
Anthony Chaves Dilation Capital Management LP | 4,423 | $3.11M | $3.67M | $560,748.02 | 18.04% |
Patricia A. Thompson Leeward Investments LLC - MA | 18,931 | $1.8M | $15.85M | $14.05M | 781% |
Khanthaly Dacanay Chi Co. Wealth RIA | 252 | $216,231.12 | $213,781.68 | -$2,449.44 | -1.13% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 88,526 | $14.4M | $75.09M | $60.68M | 421.28% |
Daniel Ronan Catalyst Financial Partners LLC | 496 | $354,936.48 | $414,556.8 | $59,620.32 | 16.8% |
| MS Mark Sheppard M & L Capital Management Ltd. | 52,030 | $23.48M | $43.45M | $19.97M | 85.04% |
Matthew Heller Willner & Heller LLC | 324 | $278,011.44 | $272,153.52 | -$5,857.92 | -2.11% |
Eric Dahm Range Financial Group LLC | 4,193 | $3.6M | $3.49M | -$111,114.49 | -3.09% |
Jeffrey Gilbert Balboa Wealth Partners | 279 | $239,398.74 | $232,956.63 | -$6,442.11 | -2.69% |
Sean Murray Quantum Financial Advisors LLC | 257 | $220,521.42 | $214,299.45 | -$6,221.97 | -2.82% |
Edward Lowndes Angeles Wealth Management LLC | 245 | $210,224.7 | $205,773.05 | -$4,451.65 | -2.12% |
James M. Perkins Quantum Private Wealth LLC | 326 | $229,099.76 | $275,603.66 | $46,503.9 | 20.3% |
Michael Stulic Astoria Portfolio Advisors LLC | 400 | $343,224 | $333,748 | -$9,476 | -2.76% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4 | $3,886 | $3,399.94 | -$486.06 | -12.51% |
| MK Malinda Khauv Cercano Management LLC | 976 | $837,467 | $833,845.6 | -$3,621.4 | -0.43% |