| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 16,969 | $1.89M | $4.28M | $2.39M | 126.55% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 28 | $8,126.14 | $6,663.3 | -$1,462.84 | -18% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 137 | $13,078 | $34,534.96 | $21,456.96 | 164.07% |
Ashley Meredith Abel Hall, LLC | 2,239 | $479,433.23 | $536,419.62 | $56,986.39 | 11.89% |
| WL Wealthcollab LLC WealthCollab, LLC | 52 | $6,890 | $12,542.92 | $5,652.92 | 82.05% |
David Maxey Heritage Family Offices, LLP | 970 | $118,710.69 | $234,405.35 | $115,694.66 | 97.46% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 860 | $160,531.59 | $204,658.5 | $44,126.91 | 27.49% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 615 | $198,466.65 | $148,331.85 | -$50,134.8 | -25.26% |
Janice M. Powell Diversify Advisory Services, LLC | 840 | $313,210.8 | $204,103.2 | -$109,107.6 | -34.84% |
Kevyn Hill Hilltop National Bank | 641 | $82,077.11 | $154,487.41 | $72,410.3 | 88.22% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 2,752 | $906,710.32 | $693,724.16 | -$212,986.16 | -23.49% |
| HAS Hayley A. Snell LRI Investments, LLC | 3 | $1,119 | $756.24 | -$362.76 | -32.42% |
David Millar Gen-Wealth Partners Inc | 286 | $92,295 | $69,028.3 | -$23,266.7 | -25.21% |
Winfried Buchbauer Erste Asset Management GmbH | 13,582 | $4.38M | $3.28M | -$1.1M | -25.1% |
| NCG Noah C Goldberg Jain Global LLC | 13,990 | $5.22M | $3.53M | -$1.69M | -32.39% |
Bruce Barton Parkworth Wealth Management, Inc. | 1 | $116 | $251.85 | $135.85 | 117.11% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 840 | $271,076.4 | $205,018.8 | -$66,057.6 | -24.37% |
Craig Small Symphony Financial Services, Inc. | 1,075 | $228,909.96 | $265,782.14 | $36,872.18 | 16.11% |
Nathan Edwards IMG Wealth Management, Inc. | 1 | $373 | $241.72 | -$131.28 | -35.2% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 16 | $5,163 | $3,852.8 | -$1,310.2 | -25.38% |