| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joel W. Lake Capstone Wealth Management, LLC | 8,719 | $2.19M | $2.68M | $492,032.74 | 22.49% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 14,692 | $2.95M | $4.52M | $1.57M | 53.29% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 82,268 | $15.33M | $25.28M | $9.96M | 64.95% |
Bray Creech Joel Adams & Associates, Inc. | 5,349 | $1.34M | $1.64M | $304,465.52 | 22.73% |
| ACL Attessa Capital LLC Attessa Capital LLC | 4,801 | $1.17M | $1.48M | $309,819.13 | 26.58% |
Mark Finney McCarthy & Cox | 1,545 | $270,015.91 | $475,226.55 | $205,210.64 | 76% |
James J. Karabas Embree Financial Group | 137,022 | $26.64M | $42.15M | $15.51M | 58.2% |
Duncan Harvey Nutshell Asset Management Ltd | 4,676 | $1.19M | $1.44M | $250,399.84 | 21.1% |
Joel mittelman Mittelman Wealth Management | 2,013 | $445,897.63 | $618,675.42 | $172,777.79 | 38.75% |
Kevyn Hill Hilltop National Bank | 41,801 | $7.26M | $12.86M | $5.59M | 77.03% |
Taylor Faw Strathmore Capital Advisors, Inc. | 14,148 | $3.23M | $4.35M | $1.12M | 34.76% |
Michael D. Kim Marathon Strategic Advisors, LLC | 1,373 | $270,207.27 | $421,977.82 | $151,770.55 | 56.17% |
Brady Green GGM Financials LLC | 6,917 | $1.45M | $2.13M | $675,779.12 | 46.6% |
Gillian Curran Prospect Financial Group LLC | 9,498 | $2.35M | $2.92M | $571,207.15 | 24.33% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 1,883 | $405,425.59 | $578,721.22 | $173,295.63 | 42.74% |
Richard Crinion Mediolanum International Funds Ltd | 2.4M | $465.39M | $737.94M | $272.54M | 58.56% |
Daniel Pettway Councilmark Asset Management, LLC | 65,449 | $11.27M | $20.13M | $8.86M | 78.55% |
Michael Souza Koa Wealth Management, LLC | 56,734 | $10.92M | $17.44M | $6.52M | 59.73% |
CLINE REASOR Gratus Wealth Advisors, LLC | 35,440 | $6.85M | $10.89M | $4.04M | 58.91% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 27,933 | $7.11M | $8.59M | $1.48M | 20.8% |