| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 17,506 | $408,609.31 | $479,051.69 | $70,442.38 | 17.24% |
Jaimie Palmer Beacon Capital Management LLC | 136,205 | $3.18M | $3.76M | $577,366.95 | 18.13% |
David K. Balsdon Harvest Portfolios Group Inc. | 192,347 | $3.89M | $5.27M | $1.38M | 35.45% |
Christopher M. Marks Sterling Investment Counsel LLC | 10,047 | $272,459.7 | $279,557.77 | $7,098.07 | 2.61% |
Timothy Gerlach Novem Group | 7,507 | $226,711 | $205,241.38 | -$21,469.62 | -9.47% |
Edward Lowndes Angeles Wealth Management LLC | 7,147 | $215,839.4 | $195,684.86 | -$20,154.54 | -9.34% |
Angela Cox W Advisors LLC | 7,071 | $213,544.2 | $197,033.41 | -$16,510.79 | -7.73% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 22,637 | $424,443.75 | $631,345.93 | $206,902.18 | 48.75% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 56,268 | $1.37M | $1.53M | $160,886.64 | 11.72% |
CJ Harrison DecisionPoint Financial LLC | 6,032 | $130,050.21 | $164,733.92 | $34,683.71 | 26.67% |
| JG John Ginter Callan Family Office LLC | 27,611 | $677,880.23 | $754,194.46 | $76,314.23 | 11.26% |
Mark Mowrey Signature Resources Capital Management LLC | 102 | $2,477.7 | $2,799.9 | $322.2 | 13% |
Anita Woodhouse V-Square Quantitative Management LLC | 33,477 | $747,890.12 | $914,256.87 | $166,366.75 | 22.24% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 247,525 | $5.27M | $6.8M | $1.52M | 28.91% |
Rachel Faulk Cape Investment Advisory Inc. | 18,686 | $499,440.43 | $510,314.66 | $10,874.23 | 2.18% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 178 | $3,337.5 | $4,885.21 | $1,547.71 | 46.37% |
Mariana Coli Dunhill Financial LLC | 142 | $3,483.25 | $3,878.02 | $394.77 | 11.33% |
Lukas Lindgren Abound Wealth Management | 14 | $369.52 | $382.41 | $12.89 | 3.49% |
Drew Phillips Fortitude Family Office LLC | 630 | $15,908.02 | $17,205.3 | $1,297.28 | 8.15% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 9,770 | $288,895.48 | $268,186.5 | -$20,708.98 | -7.17% |