| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 5,931 | $2.27M | $2.73M | $462,634.95 | 20.42% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 6,474 | $1.14M | $2.96M | $1.82M | 159.34% |
Taro Kuriyama Axq Capita LLP | 1,311 | $643,911 | $590,710.38 | -$53,200.62 | -8.26% |
David T. Morgan High Net Worth Advisory Group LLC | 2,734 | $462,818.95 | $1.26M | $796,570.81 | 172.11% |
Katie Christensen iSAM Funds UKK) Ltd | 2,480 | $1.03M | $1.14M | $108,326.67 | 10.48% |
Kristen Williams Athena Investment Management | 550 | $165,906.77 | $252,521.5 | $86,614.73 | 52.21% |
Jaimie Palmer Beacon Capital Management LLC | 670 | $115,321 | $312,287 | $196,966 | 170.8% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 660 | $255,577.41 | $301,118.4 | $45,540.99 | 17.82% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 474 | $232,809.84 | $217,869.36 | -$14,940.48 | -6.42% |
| DW Darren Woolson Asset Allocation Strategies LLC | 944 | $193,495.44 | $439,998.4 | $246,502.96 | 127.39% |
Daniel Lavoie Walter Public Investments Inc. | 35,978 | $13.97M | $16.18M | $2.21M | 15.8% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,059 | $412,162.81 | $489,671.01 | $77,508.2 | 18.81% |
Daniel Ronan Catalyst Financial Partners LLC | 2,498 | $555,516.97 | $1.15M | $595,311.63 | 107.16% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,827 | $1.89M | $4.49M | $2.6M | 137.73% |
Jeffrey Gilbert Balboa Wealth Partners | 538 | $204,893.64 | $247,592.97 | $42,699.33 | 20.84% |
Sean Murray Quantum Financial Advisors LLC | 638 | $160,593.02 | $293,888.32 | $133,295.3 | 83% |
Edward Lowndes Angeles Wealth Management LLC | 884 | $377,726.31 | $407,011.28 | $29,284.97 | 7.75% |
James M. Perkins Quantum Private Wealth LLC | 995 | $259,596.2 | $464,605.3 | $205,009.1 | 78.97% |
Benjamin Cauley Carr Financial Group Corp. | 1,083 | $430,770.37 | $504,049.86 | $73,279.49 | 17.01% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 8,394 | $3.18M | $3.91M | $725,516.74 | 22.81% |