| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 1,345 | $320,123.44 | $295,604.1 | -$24,519.34 | -7.66% |
Robert Glass AlphaCentric Advisors LLC | 609 | $124,011.76 | $132,719.36 | $8,707.6 | 7.02% |
Joseph J. Costigan apricus wealth LLC | 1,200 | $241,776 | $259,260 | $17,484 | 7.23% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,523 | $234,290.83 | $329,044.15 | $94,753.32 | 40.44% |
David K. Balsdon Harvest Portfolios Group Inc. | 24,159 | $3.39M | $5.26M | $1.88M | 55.37% |
Christopher M. Marks Sterling Investment Counsel LLC | 4,216 | $665,398.19 | $918,792.84 | $253,394.65 | 38.08% |
Mark Fiskio Empirical Asset Management LLC | 2,332 | $353,880.28 | $503,828.61 | $149,948.33 | 42.37% |
Daniel Ronan Catalyst Financial Partners LLC | 1,088 | $221,173.25 | $235,062.4 | $13,889.15 | 6.28% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,980 | $1.51M | $2.18M | $670,127.01 | 44.32% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,477 | $274,419.58 | $321,882.6 | $47,463.02 | 17.3% |
Craig Johnsen Fortitude Advisory Group LLC | 1,393 | $213,556.17 | $304,579.44 | $91,023.27 | 42.62% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 2,011 | $291,703.04 | $438,257.21 | $146,554.17 | 50.24% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,383 | $185,310.3 | $303,955.74 | $118,645.44 | 64.03% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 46 | $9,090.52 | $9,938.3 | $847.78 | 9.33% |
CJ Harrison DecisionPoint Financial LLC | 6 | $1,274 | $1,311.9 | $37.9 | 2.97% |
| JG John Ginter Callan Family Office LLC | 1,975 | $387,160.86 | $433,028.62 | $45,867.76 | 11.85% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,784 | $359,869.72 | $390,071.58 | $30,201.86 | 8.39% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 41,937 | $6.28M | $9.2M | $2.92M | 46.51% |
Rachel Faulk Cape Investment Advisory Inc. | 657 | $143,942.21 | $143,653.05 | -$289.16 | -0.2% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 44 | $6,975.81 | $9,588.48 | $2,612.67 | 37.45% |