| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 422 | $407,230 | $361,286.86 | -$45,943.14 | -11.28% |
Dalila Toledo Ascent Group LLC | 6,636 | $620,642.7 | $5.68M | $5.06M | 815.39% |
| EM Erin Mccann Simplicity Wealth LLC | 1,265 | $927,799.36 | $1.08M | $151,182.39 | 16.29% |
Robert Glass AlphaCentric Advisors LLC | 183 | $76,851.24 | $156,671.79 | $79,820.55 | 103.86% |
Michael Byun SageView Advisory Group LLC | 2,439 | $460,762.91 | $1.98M | $1.52M | 330.14% |
Nichole Raftopoulos Nvest Financial LLC | 246 | $237,390 | $210,607.98 | -$26,782.02 | -11.28% |
Brian Clay Clay Northam Wealth Management LLC | 1,265 | $182,577.45 | $1.01M | $830,674.89 | 454.97% |
Taro Kuriyama Axq Capita LLP | 6,089 | $2.33M | $5.19M | $2.87M | 123.04% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 591 | $231,530.16 | $505,972.83 | $274,442.67 | 118.53% |
Dan Mohr Retireful LLC | 1,069 | $336,087.35 | $915,202.97 | $579,115.62 | 172.31% |
Katie Christensen iSAM Funds UKK) Ltd | 240 | $231,600 | $210,770.4 | -$20,829.6 | -8.99% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 7,668 | $1.36M | $6.56M | $5.2M | 381.05% |
Molly Crider Walker Asset Management LLC | 350 | $337,750 | $299,645.5 | -$38,104.5 | -11.28% |
Brian Levy West Wealth Group LLC | 1,360 | $325,882.34 | $1.16M | $834,129.66 | 255.96% |
David K. Balsdon Harvest Portfolios Group Inc. | 39,675 | $15.54M | $34.84M | $19.3M | 124.17% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,749 | $481,657.11 | $1.5M | $1.02M | 210.88% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 188,590 | $128.74M | $183.58M | $54.84M | 42.6% |
Mark Fiskio Empirical Asset Management LLC | 1,277 | $800,082.04 | $1.04M | $237,608.13 | 29.7% |
Timothy Gerlach Novem Group | 248 | $239,320 | $212,320.24 | -$26,999.76 | -11.28% |
Daniel Ronan Catalyst Financial Partners LLC | 1,439 | $518,745.72 | $1.23M | $713,225.35 | 137.49% |