| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Meredith Abel Hall, LLC | 3,804 | $1.2M | $1.14M | -$56,471.89 | -4.71% |
Cornelius T. McDonald III Wealth Group, Ltd. | 1,287 | $345,509.02 | $386,910.81 | $41,401.79 | 11.98% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 4,673 | $883,562.17 | $1.4M | $521,281.82 | 59% |
David Quinn Pine Harbor Wealth Management, LLC | 720 | $229,942.35 | $216,453.6 | -$13,488.75 | -5.87% |
Douglas E. Morisoli Fairman Group, LLC | 220 | $41,214.63 | $66,138.6 | $24,923.97 | 60.47% |
Donald O. Dempster DLK Investment Management, LLC | 794 | $236,361.14 | $238,700.22 | $2,339.08 | 0.99% |
Columbia Bank Columbia Bank | 2,619 | $630,370.99 | $787,349.97 | $156,978.98 | 24.9% |
| WL Wealthcollab LLC WealthCollab, LLC | 638 | $119,523 | $191,801.94 | $72,278.94 | 60.47% |
Ian Jameson American Capital Advisory, LLC | 120 | $25,560.18 | $36,075.6 | $10,515.42 | 41.14% |
Chris M. Frantz Catalina Capital Group, LLC | 996 | $246,510.34 | $299,427.48 | $52,917.14 | 21.47% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 3,579 | $853,457.79 | $1.08M | $222,496.98 | 26.07% |
Mark Weiskind Fairway Wealth LLC | 37 | $13,688 | $11,123.31 | -$2,564.69 | -18.74% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 884 | $288,580.98 | $265,756.92 | -$22,824.06 | -7.91% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 13,289 | $3.13M | $4M | $860,903.16 | 27.47% |
James J. Karabas Embree Financial Group | 3,385 | $679,585.71 | $1.02M | $338,046.84 | 49.74% |
Kevyn Hill Hilltop National Bank | 7,902 | $1.89M | $2.38M | $484,187.8 | 25.6% |
Richard Crinion Mediolanum International Funds Ltd | 47,474 | $12.44M | $14.27M | $1.83M | 14.74% |
CLINE REASOR Gratus Wealth Advisors, LLC | 3,878 | $832,569.23 | $1.17M | $333,273.91 | 40.03% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 752 | $172,787.74 | $226,073.76 | $53,286.02 | 30.84% |
Kevin Galvin Hopwood Financial Services, Inc. | 914 | $271,266.57 | $274,775.82 | $3,509.25 | 1.29% |