| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 1,030 | $229,777.15 | $257,520.6 | $27,743.45 | 12.07% |
Jeremy Wallace Wallace Hart LLC | 6,969 | $1.61M | $1.74M | $133,804.38 | 8.32% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 10,713 | $2.17M | $2.68M | $505,749.37 | 23.28% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 71,190 | $15.14M | $17.8M | $2.66M | 17.59% |
David Maxey Heritage Family Offices, LLP | 2,871 | $644,117.1 | $717,807.42 | $73,690.32 | 11.44% |
Mark Weiskind Fairway Wealth LLC | 221 | $49,730.08 | $55,254.42 | $5,524.34 | 11.11% |
Joel W. Lake Capstone Wealth Management, LLC | 2,657 | $584,112.06 | $664,303.14 | $80,191.08 | 13.73% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 3,934 | $772,742.44 | $983,578.68 | $210,836.24 | 27.28% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 71,968 | $13.02M | $17.99M | $4.97M | 38.15% |
Bray Creech Joel Adams & Associates, Inc. | 1,351 | $296,396 | $337,777.02 | $41,381.02 | 13.96% |
James J. Karabas Embree Financial Group | 42,357 | $7.33M | $10.59M | $3.26M | 44.48% |
Joel mittelman Mittelman Wealth Management | 1,090 | $227,014 | $272,521.8 | $45,507.8 | 20.05% |
Kevyn Hill Hilltop National Bank | 8,837 | $1.6M | $2.21M | $612,551.44 | 38.36% |
Taylor Faw Strathmore Capital Advisors, Inc. | 4,130 | $914,960.21 | $1.03M | $117,622.39 | 12.85% |
Michael D. Kim Marathon Strategic Advisors, LLC | 1,865 | $409,162.61 | $466,287.3 | $57,124.69 | 13.96% |
Brady Green GGM Financials LLC | 2,369 | $518,952.48 | $592,297.38 | $73,344.9 | 14.13% |
Gillian Curran Prospect Financial Group LLC | 4,659 | $993,959.31 | $1.16M | $170,883.87 | 17.19% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 14,573 | $2.79M | $3.64M | $849,264.07 | 30.39% |
Richard Crinion Mediolanum International Funds Ltd | 1.07M | $211.03M | $267.58M | $56.55M | 26.79% |
Daniel Pettway Councilmark Asset Management, LLC | 4,866 | $879,341.45 | $1.22M | $337,255.87 | 38.35% |