| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darin Pilacinski True Vision MN LLC | 61,162 | $3.22M | $3.19M | -$28,899.01 | -0.9% |
Philip Smith SWP FINANCIAL LLC | 62,340 | $3.25M | $3.25M | $1,619.22 | 0.05% |
Michael Bailey MGB Wealth Management, LLC | 15,100 | $800,042 | $787,842.5 | -$12,199.5 | -1.52% |
Chris M. Frantz Catalina Capital Group, LLC | 9,269 | $492,929.06 | $483,610.07 | -$9,318.99 | -1.89% |
David Hobbs Hobbs Wealth Management, LLC | 5,425 | $282,810.59 | $283,049.37 | $238.78 | 0.08% |
David Maxey Heritage Family Offices, LLP | 15,497 | $814,358.78 | $808,555.97 | -$5,802.81 | -0.71% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 123,529 | $6.49M | $6.45M | -$46,233.86 | -0.71% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 123,932 | $6.56M | $6.47M | -$90,514.12 | -1.38% |
James J. Karabas Embree Financial Group | 109,765 | $5.77M | $5.71M | -$63,101.87 | -1.09% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 44,880 | $2.35M | $2.34M | -$8,303 | -0.35% |
DAVID REICHERT Atlatl Advisers LLC | 43,835 | $2.28M | $2.29M | $3,912.45 | 0.17% |
Kelly Financial Services LLC Kelly Financial Services LLC | 346,715 | $18.2M | $18.08M | -$118,952.8 | -0.65% |
David Millar Gen-Wealth Partners Inc | 16,585 | $873,211.1 | $865,322.37 | -$7,888.73 | -0.9% |
Jade Eagles WEALTHGARDEN F.S. LLC | 19,348 | $1.01M | $1.01M | -$4,576.55 | -0.45% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 18,502 | $980,073.53 | $965,341.85 | -$14,731.68 | -1.5% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 77,186 | $4.02M | $4.03M | $5,267.54 | 0.13% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 27,238 | $1.43M | $1.42M | -$10,890.77 | -0.76% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 221,426 | $11.62M | $11.55M | -$62,917.69 | -0.54% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 22,227 | $1.17M | $1.16M | -$9,353.1 | -0.8% |
Carmen McClennon WR Wealth Planners, LLC | 1,493 | $79,920.52 | $77,897.27 | -$2,023.25 | -2.53% |