| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 12,783 | $903,605.34 | $938,400.03 | $34,794.69 | 3.85% |
Robert Glass AlphaCentric Advisors LLC | 1,601 | $77,744.55 | $116,712.9 | $38,968.35 | 50.12% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 24,714 | $1.68M | $1.81M | $128,265.66 | 7.63% |
Michael Byun SageView Advisory Group LLC | 4,207 | $265,148.63 | $308,835.87 | $43,687.24 | 16.48% |
Taro Kuriyama Axq Capita LLP | 24,503 | $1.92M | $1.79M | -$131,220.75 | -6.82% |
Kristen Williams Athena Investment Management | 5,608 | $345,365.66 | $410,449.52 | $65,083.86 | 18.84% |
Timothy Gerlach Novem Group | 15,308 | $1.27M | $1.12M | -$142,325.52 | -11.24% |
Daniel Ronan Catalyst Financial Partners LLC | 3,588 | $240,261.26 | $263,090.1 | $22,828.84 | 9.5% |
Eric Dahm Range Financial Group LLC | 3,809 | $269,825.71 | $279,656.78 | $9,831.07 | 3.64% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 50 | $3,401.05 | $3,670.5 | $269.45 | 7.92% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 10,713 | $893,815.77 | $794,476.08 | -$99,339.69 | -11.11% |
| JG John Ginter Callan Family Office LLC | 8,908 | $601,663.37 | $660,617.28 | $58,953.91 | 9.8% |
Linda M. Dagilus Greenfield Savings Bank | 7,942 | $554,352.7 | $588,978.72 | $34,626.02 | 6.25% |
Amna Ali Khan GDS Wealth Management | 28,051 | $774,768.62 | $2.08M | $1.31M | 168.5% |
Mark Mowrey Signature Resources Capital Management LLC | 17 | $1,418 | $1,260.72 | -$157.28 | -11.09% |
Anita Woodhouse V-Square Quantitative Management LLC | 10,958 | $458,903.77 | $798,947.78 | $340,044.01 | 74.1% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 112,724 | $5.09M | $8.21M | $3.13M | 61.47% |
Mariana Coli Dunhill Financial LLC | 85 | $4,239.03 | $6,193.1 | $1,954.07 | 46.1% |
Lukas Lindgren Abound Wealth Management | 5 | $413.93 | $367.05 | -$46.88 | -11.33% |
Drew Phillips Fortitude Family Office LLC | 280 | $16,779.53 | $20,613.6 | $3,834.07 | 22.85% |