| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lindsey Cooksen Cooksen Wealth, LLC | 30,897 | $3.06M | $2.95M | -$112,298.42 | -3.67% |
Addis & Hill Inc. Addis & Hill, Inc | 90,456 | $8.92M | $8.63M | -$289,464.68 | -3.25% |
Columbia Bank Columbia Bank | 241,181 | $23.93M | $23.04M | -$890,545.62 | -3.72% |
Robert Santos Arrowroot Family Office, LLC | 158,730 | $15.67M | $15.15M | -$524,789.32 | -3.35% |
| WL Wealthcollab LLC WealthCollab, LLC | 4,082 | $405,229.9 | $389,402.39 | -$15,827.51 | -3.91% |
Ian Jameson American Capital Advisory, LLC | 146 | $14,636.55 | $13,931.32 | -$705.23 | -4.82% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 27,751 | $2.76M | $2.65M | -$114,642.11 | -4.15% |
David Maxey Heritage Family Offices, LLP | 28,089 | $2.75M | $2.68M | -$70,833.19 | -2.57% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 21,472 | $2.14M | $2.05M | -$92,127.78 | -4.3% |
Mark Weiskind Fairway Wealth LLC | 28,081 | $2.79M | $2.68M | -$110,769.93 | -3.97% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 154,080 | $15.24M | $14.7M | -$534,375.41 | -3.51% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 6,257 | $606,553.83 | $596,980.37 | -$9,573.46 | -1.58% |
Bray Creech Joel Adams & Associates, Inc. | 191,138 | $18.66M | $18.23M | -$421,521.79 | -2.26% |
| ACL Attessa Capital LLC Attessa Capital LLC | 5,301 | $523,523.12 | $505,609.38 | -$17,913.74 | -3.42% |
Brian Krause Cascade Financial Partners, LLC | 4,552 | $436,830.86 | $433,805.6 | -$3,025.26 | -0.69% |
Janice M. Powell Diversify Advisory Services, LLC | 156,611 | $15.3M | $14.94M | -$355,516.38 | -2.32% |
Kevyn Hill Hilltop National Bank | 471 | $46,391.2 | $44,935.75 | -$1,455.45 | -3.14% |
Taylor Faw Strathmore Capital Advisors, Inc. | 20,260 | $2M | $1.94M | -$64,896.43 | -3.24% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 6,664 | $659,578 | $636,175.43 | -$23,402.57 | -3.55% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 18,876 | $1.88M | $1.8M | -$75,054.42 | -4% |