| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 812 | $277,533 | $412,228.05 | $134,695.05 | 48.53% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 4,849 | $916,734.19 | $2.46M | $1.54M | 168.53% |
David Maxey Heritage Family Offices, LLP | 1,496 | $627,206 | $759,474.33 | $132,268.33 | 21.09% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 2,260 | $435,719.98 | $1.15M | $711,614.24 | 163.32% |
Mark Weiskind Fairway Wealth LLC | 42 | $6,094.96 | $21,322.14 | $15,227.18 | 249.83% |
Joel W. Lake Capstone Wealth Management, LLC | 370 | $267,510 | $187,837.9 | -$79,672.1 | -29.78% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 14,999 | $4.31M | $7.61M | $3.31M | 76.73% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 86 | $13,986.41 | $45,944.64 | $31,958.23 | 228.49% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 3,232 | $1.1M | $1.64M | $536,123.83 | 48.53% |
Mark Finney McCarthy & Cox | 800 | $205,592 | $406,136.01 | $200,544.01 | 97.54% |
Andrew Panko Tenon Financial LLC | 910 | $233,861 | $461,979.71 | $228,118.71 | 97.54% |
James J. Karabas Embree Financial Group | 415 | $300,096 | $210,683.05 | -$89,412.95 | -29.79% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 3,870 | $841,364.29 | $1.96M | $1.12M | 133.51% |
Brian Krause Cascade Financial Partners, LLC | 1,199 | $219,501 | $608,696.34 | $389,195.34 | 177.31% |
Janice M. Powell Diversify Advisory Services, LLC | 13,972 | $9.42M | $7.54M | -$1.89M | -20.03% |
Jean-Francois Gonnet Sienna Gestion | 58,855 | $11.76M | $29.88M | $18.12M | 154% |
Kevyn Hill Hilltop National Bank | 1,015 | $243,817.56 | $515,285.06 | $271,467.5 | 111.34% |
Gillian Curran Prospect Financial Group LLC | 673 | $230,024.46 | $362,948.89 | $132,924.43 | 57.79% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 8,278 | $1.39M | $4.2M | $2.81M | 201.4% |
Richard Crinion Mediolanum International Funds Ltd | 129,428 | $37.05M | $65.71M | $28.65M | 77.34% |