| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Columbia Bank Columbia Bank | 14,178 | $1.68M | $1.43M | -$255,328.12 | -15.17% |
Kelly Harris Glass Wealth Management Co LLC | 2,815 | $317,160.68 | $284,596.5 | -$32,564.18 | -10.27% |
| WL Wealthcollab LLC WealthCollab, LLC | 878 | $96,461.34 | $89,310.16 | -$7,151.18 | -7.41% |
Ian Jameson American Capital Advisory, LLC | 661 | $74,504.66 | $67,236.92 | -$7,267.74 | -9.75% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 4,516 | $517,227.9 | $456,567.6 | -$60,660.3 | -11.73% |
David Maxey Heritage Family Offices, LLP | 2,628 | $348,602.05 | $264,587.04 | -$84,015.01 | -24.1% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 63,918 | $7.11M | $6.44M | -$676,733.62 | -9.52% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 572 | $72,282.01 | $57,588.96 | -$14,693.05 | -20.33% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 4,959 | $533,740.2 | $499,272.12 | -$34,468.08 | -6.46% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 9,499 | $1.22M | $960,348.9 | -$258,456.03 | -21.21% |
| ACL Attessa Capital LLC Attessa Capital LLC | 3,359 | $363,181.34 | $339,594.9 | -$23,586.44 | -6.49% |
James J. Karabas Embree Financial Group | 31,407 | $3.58M | $3.16M | -$416,928.96 | -11.65% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 3,179 | $398,298.41 | $320,061.72 | -$78,236.69 | -19.64% |
Jean-Francois Gonnet Sienna Gestion | 7,327 | $917,005 | $737,682.36 | -$179,322.64 | -19.56% |
Kevyn Hill Hilltop National Bank | 10,608 | $1.21M | $1.07M | -$145,797.39 | -12.01% |
Taylor Faw Strathmore Capital Advisors, Inc. | 3,918 | $522,072.3 | $396,109.8 | -$125,962.5 | -24.13% |
Brady Green GGM Financials LLC | 6,383 | $853,786.17 | $643,151.08 | -$210,635.09 | -24.67% |
Richard Crinion Mediolanum International Funds Ltd | 101,359 | $12.05M | $10.21M | -$1.84M | -15.24% |
CLINE REASOR Gratus Wealth Advisors, LLC | 8,032 | $888,879.88 | $808,581.44 | -$80,298.44 | -9.03% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 350,104 | $38.78M | $35.61M | -$3.17M | -8.17% |