| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 1,197 | $739,760.83 | $1.17M | $429,193.47 | 58.02% |
Taro Kuriyama Axq Capita LLP | 8,085 | $6.17M | $8.01M | $1.85M | 29.91% |
Katie Christensen iSAM Funds UKK) Ltd | 400 | $346,144 | $390,628 | $44,484 | 12.85% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 585 | $331,254.85 | $571,293.46 | $240,038.61 | 72.46% |
Daniel Lavoie Walter Public Investments Inc. | 11,533 | $9.88M | $11.49M | $1.61M | 16.29% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 369 | $315,056 | $360,354.33 | $45,298.33 | 14.38% |
Mark Fiskio Empirical Asset Management LLC | 998 | $863,629.28 | $974,616.87 | $110,987.59 | 12.85% |
Timothy Gerlach Novem Group | 393 | $243,561.74 | $383,792.01 | $140,230.27 | 57.57% |
Daniel Ronan Catalyst Financial Partners LLC | 1,200 | $597,656.97 | $1.17M | $574,227.04 | 96.08% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,185 | $648,065.88 | $1.18M | $535,322.52 | 82.6% |
Eric Dahm Range Financial Group LLC | 717 | $421,220.35 | $700,200.7 | $278,980.35 | 66.23% |
Jeffrey Gilbert Balboa Wealth Partners | 565 | $381,779.93 | $551,762.06 | $169,982.13 | 44.52% |
Sean Murray Quantum Financial Advisors LLC | 427 | $358,827.13 | $416,995.39 | $58,168.26 | 16.21% |
Edward Lowndes Angeles Wealth Management LLC | 716 | $478,959.33 | $699,224.13 | $220,264.8 | 45.99% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 383 | $220,728.22 | $379,487.89 | $158,759.67 | 71.93% |
Michael Stulic Astoria Portfolio Advisors LLC | 383 | $297,070.44 | $374,026.31 | $76,955.87 | 25.9% |
| TL Tradewinds LLC Tradewinds LLC | 7,022 | $5.31M | $6.86M | $1.55M | 29.24% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 401 | $165,446.98 | $397,130.35 | $231,683.37 | 140.03% |
Nolan Baker Retirement Guys Formula LLC | 1,347 | $1.14M | $1.32M | $174,605.63 | 15.31% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 4,771 | $2.4M | $4.73M | $2.33M | 97.11% |