| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 226 | $155,055.57 | $317,154.83 | $162,099.26 | 104.54% |
Dalila Toledo Ascent Group LLC | 682 | $475,900.02 | $927,520 | $451,619.98 | 94.9% |
| EM Erin Mccann Simplicity Wealth LLC | 447 | $283,996.98 | $598,555.37 | $314,558.39 | 110.76% |
Michael Byun SageView Advisory Group LLC | 487 | $141,073.93 | $683,426.57 | $542,352.64 | 384.45% |
James Peterson Nearwater Capital Markets Ltd. | 110,000 | $26.11M | $150.36M | $124.25M | 475.84% |
Taro Kuriyama Axq Capita LLP | 2,139 | $1.36M | $2.87M | $1.51M | 111.35% |
Jesse Rodrigue Fortune 45 LLC | 455 | $333,537.45 | $638,519.69 | $304,982.24 | 91.44% |
David T. Morgan High Net Worth Advisory Group LLC | 100 | $227,373 | $140,334 | -$87,039 | -38.28% |
Dan Mohr Retireful LLC | 1,305 | $1.03M | $1.76M | $731,972.25 | 71.21% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 13 | $11,536.2 | $18,243.42 | $6,707.22 | 58.14% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 124 | $281,942.52 | $174,014.16 | -$107,928.36 | -38.28% |
Anthony Chaves Dilation Capital Management LP | 1,555 | $987,953.69 | $2.05M | $1.06M | 107.03% |
Daniel Ronan Catalyst Financial Partners LLC | 881 | $559,734.46 | $1.24M | $676,608.05 | 120.88% |
Eric Dahm Range Financial Group LLC | 3,340 | $2.12M | $4.69M | $2.57M | 120.88% |
Craig Johnsen Fortitude Advisory Group LLC | 129 | $293,311.17 | $181,030.86 | -$112,280.31 | -38.28% |
Jeffrey Gilbert Balboa Wealth Partners | 204 | $463,840.92 | $286,281.35 | -$177,559.57 | -38.28% |
Sean Murray Quantum Financial Advisors LLC | 444 | $282,090.96 | $623,082.95 | $340,991.99 | 120.88% |
Edward Lowndes Angeles Wealth Management LLC | 571 | $615,091.2 | $801,307.12 | $186,215.92 | 30.27% |
Vito Collacuro Sutton Place Investors LLC | 186 | $422,913.78 | $261,021.24 | -$161,892.54 | -38.28% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 108 | $245,562.84 | $151,560.72 | -$94,002.12 | -38.28% |