| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 6 | $4,043 | $3,424.98 | -$618.02 | -15.29% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 2,356 | $454,622.07 | $1.34M | $890,253.41 | 195.82% |
Kevyn Hill Hilltop National Bank | 96 | $49,083.19 | $54,799.68 | $5,716.49 | 11.65% |
Richard Crinion Mediolanum International Funds Ltd | 50,752 | $25.62M | $28.97M | $3.35M | 13.07% |
Josephine Lee New Insight Wealth Advisors | 766 | $202,295.42 | $437,255.78 | $234,960.36 | 116.15% |
Joshua Vandenberg Prairie Wealth Advisors, Inc. | 327 | $234,963 | $186,661.41 | -$48,301.59 | -20.56% |
DAVID REICHERT Atlatl Advisers LLC | 3,730 | $1.33M | $2.13M | $797,973.36 | 59.94% |
| HAS Hayley A. Snell LRI Investments, LLC | 1,571 | $797,474.28 | $896,773.93 | $99,299.65 | 12.45% |
David Millar Gen-Wealth Partners Inc | 562 | $151,365.92 | $320,806.46 | $169,440.54 | 111.94% |
Michael Dziura Westfuller Advisors, LLC | 117 | $78,837 | $66,787.11 | -$12,049.89 | -15.28% |
Bruce Barton Parkworth Wealth Management, Inc. | 7 | $2,208 | $3,995.81 | $1,787.81 | 80.97% |
| AL Argentarii LLC Argentarii, LLC | 2,597 | $838,981.75 | $1.48M | $643,463.76 | 76.7% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 5,966 | $1.66M | $3.41M | $1.75M | 105.63% |
Neisy Arnez Drucker Wealth 3.0, LLC | 545 | $383,012.63 | $311,102.35 | -$71,910.28 | -18.77% |
Nathan Edwards IMG Wealth Management, Inc. | 60 | $27,466 | $34,249.8 | $6,783.8 | 24.7% |
| GHH Grace H. Holt GG Group Ventures, LLC | 1,933 | $625,963 | $1.1M | $477,451.39 | 76.27% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 20 | $7,417.35 | $11,416.6 | $3,999.25 | 53.92% |
Jesper Bonnivier Avanza Fonder AB | 1,237 | $833,515 | $706,116.71 | -$127,398.29 | -15.28% |
Nicholas Munoz IronOak Wealth LLC. | 2,752 | $963,420 | $1.57M | $607,504.16 | 63.06% |
| DL David Levy Diversified Enterprises LLC | 1,474 | $504,461.49 | $841,403.42 | $336,941.93 | 66.79% |