| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 18,356 | $591,761.97 | $827,304.92 | $235,542.95 | 39.8% |
Robert Glass AlphaCentric Advisors LLC | 7,274 | $268,079.74 | $315,036.94 | $46,957.2 | 17.52% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 4,330 | $208,099.8 | $191,472.6 | -$16,627.2 | -7.99% |
Mark Fiskio Empirical Asset Management LLC | 19,366 | $701,630.18 | $856,364.52 | $154,734.34 | 22.05% |
Timothy Gerlach Novem Group | 32,494 | $905,262.91 | $1.44M | $531,621.77 | 58.73% |
Daniel Ronan Catalyst Financial Partners LLC | 12,006 | $393,768.74 | $530,905.32 | $137,136.58 | 34.83% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,016 | $373,688.02 | $635,485.44 | $261,797.42 | 70.06% |
Edward Lowndes Angeles Wealth Management LLC | 15,698 | $522,954.66 | $694,165.56 | $171,210.9 | 32.74% |
Kevin Zemann WealthPlan Investment Management LLC | 10,308 | $382,984.23 | $455,819.76 | $72,835.53 | 19.02% |
Michael Stulic Astoria Portfolio Advisors LLC | 4,706 | $226,170.36 | $208,099.32 | -$18,071.04 | -7.99% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 357 | $11,535.52 | $16,079.28 | $4,543.76 | 39.39% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 40,326 | $1.25M | $1.82M | $568,571.04 | 45.37% |
CJ Harrison DecisionPoint Financial LLC | 32 | $1,288.02 | $1,450.88 | $162.86 | 12.64% |
| JG John Ginter Callan Family Office LLC | 41,408 | $1.33M | $1.87M | $544,780.53 | 40.99% |
Mark Mowrey Signature Resources Capital Management LLC | 134 | $4,799.92 | $6,137.2 | $1,337.28 | 27.86% |
Anita Woodhouse V-Square Quantitative Management LLC | 29,318 | $843,212.7 | $1.34M | $494,860.82 | 58.69% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 534,168 | $16.25M | $24.29M | $8.04M | 49.51% |
Rachel Faulk Cape Investment Advisory Inc. | 1,016 | $48,828.96 | $46,065.44 | -$2,763.52 | -5.66% |
Mariana Coli Dunhill Financial LLC | 378 | $11,131.07 | $17,138.52 | $6,007.45 | 53.97% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,446 | $55,432.41 | $65,677.32 | $10,244.91 | 18.48% |