| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTM Cornelius T. McDonald III Wealth Group, Ltd. | 4,267 | $1.37M | $1.44M | $69,092.85 | 5.03% |
| ER Erik Roemer GERBER, LLC | 1,365 | $396,747.87 | $461,670.3 | $64,922.43 | 16.36% |
| JL Jeffrey Liguori NAPATREE CAPITAL LLC | 2,655 | $747,948.21 | $897,974.1 | $150,025.89 | 20.06% |
| DOD Donald O. Dempster DLK Investment Management, LLC | 20,370 | $5.9M | $6.89M | $985,252.86 | 16.69% |
| RAJ Ralph Antolino, Jr AA Financial Advisors, LLC | 2,770 | $854,795.62 | $936,869.4 | $82,073.78 | 9.6% |
| BP Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 579 | $203,721 | $195,829.38 | -$7,891.62 | -3.87% |
| CB Columbia Bank Columbia Bank | 2,139 | $605,714.97 | $723,452.58 | $117,737.61 | 19.44% |
| KH Kelly Harris Glass Wealth Management Co LLC | 640 | $209,478 | $216,460.8 | $6,982.8 | 3.33% |
| WL Wealthcollab LLC WealthCollab, LLC | 136 | $41,450.53 | $45,997.92 | $4,547.39 | 10.97% |
| IJ Ian Jameson American Capital Advisory, LLC | 885 | $256,941.18 | $299,324.7 | $42,383.52 | 16.49% |
| RZ Richard Zipkis Granite Group Advisors, LLC | 8,382 | $2.33M | $2.83M | $508,986.81 | 21.88% |
| MS Michael Stringer Lane & Associates LLC | 1,499 | $369,034.25 | $506,991.78 | $137,957.53 | 37.38% |
| MW Mark Weiskind Fairway Wealth LLC | 19 | $6,219 | $6,426.18 | $207.18 | 3.33% |
| KS Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 184 | $53,978.01 | $62,232.48 | $8,254.47 | 15.29% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 1,353 | $435,480.18 | $457,611.66 | $22,131.48 | 5.08% |
| JJK James J. Karabas Embree Financial Group | 257 | $84,119 | $86,922.54 | $2,803.54 | 3.33% |
| KH Kevyn Hill Hilltop National Bank | 6,877 | $1.95M | $2.33M | $379,061.39 | 19.47% |
| EM Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 4,316 | $1.23M | $1.46M | $229,466.53 | 18.65% |
| RC Richard Crinion Mediolanum International Funds Ltd | 96,663 | $28.82M | $32.69M | $3.87M | 13.43% |
| DP Daniel Pettway Councilmark Asset Management, LLC | 9,981 | $2.84M | $3.38M | $537,672.22 | 18.94% |