| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle Jones Pineridge Advisors LLC | 11 | $2,237.67 | $3,908.85 | $1,671.18 | 74.68% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,136 | $396,381.58 | $403,677.61 | $7,296.03 | 1.84% |
Ashley Meredith Abel Hall, LLC | 3,875 | $1.22M | $1.36M | $142,184.62 | 11.64% |
Cornelius T. McDonald III Wealth Group, Ltd. | 1,337 | $360,633.02 | $469,440.75 | $108,807.73 | 30.17% |
Nicholas Jeffries M3 Advisory Group, LLC | 693 | $172,409.86 | $243,208.35 | $70,798.49 | 41.06% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 4,683 | $886,587.27 | $1.65M | $763,093.14 | 86.07% |
David Quinn Pine Harbor Wealth Management, LLC | 720 | $229,942.35 | $253,634.4 | $23,692.05 | 10.3% |
Douglas E. Morisoli Fairman Group, LLC | 220 | $41,214.63 | $78,177 | $36,962.37 | 89.68% |
Columbia Bank Columbia Bank | 2,613 | $629,004.85 | $928,529.58 | $299,524.73 | 47.62% |
| WL Wealthcollab LLC WealthCollab, LLC | 638 | $119,523 | $224,531.33 | $105,008.33 | 87.86% |
Ian Jameson American Capital Advisory, LLC | 120 | $25,560.18 | $42,231.6 | $16,671.42 | 65.22% |
Chris M. Frantz Catalina Capital Group, LLC | 996 | $246,510.34 | $350,860.92 | $104,350.58 | 42.33% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 3,579 | $853,457.79 | $1.26M | $407,316.54 | 47.73% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 682 | $211,370.6 | $242,348.71 | $30,978.11 | 14.66% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 10,458 | $2.76M | $3.72M | $958,955.2 | 34.78% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 877 | $286,682.58 | $311,641.96 | $24,959.38 | 8.71% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 16,373 | $4.18M | $5.82M | $1.63M | 39.04% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 12,191 | $3.42M | $4.29M | $878,020.35 | 25.7% |
James J. Karabas Embree Financial Group | 3,731 | $784,880.67 | $1.33M | $540,930.22 | 68.92% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 908 | $290,174.04 | $322,657.81 | $32,483.77 | 11.19% |