| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 5,897 | $318,084 | $322,860.75 | $4,776.75 | 1.5% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 11,575 | $606,521.18 | $633,731.25 | $27,210.07 | 4.49% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 5,520 | $297,749 | $302,220 | $4,471 | 1.5% |
Douglas E. Morisoli Fairman Group, LLC | 718 | $36,840.68 | $39,310.5 | $2,469.82 | 6.7% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 6,269 | $338,538.7 | $343,227.75 | $4,689.05 | 1.38% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 107,251 | $4.84M | $5.87M | $1.03M | 21.4% |
| WL Wealthcollab LLC WealthCollab, LLC | 37 | $1,669 | $2,025.75 | $356.75 | 21.37% |
Ian Jameson American Capital Advisory, LLC | 2,397 | $123,352.96 | $131,235.75 | $7,882.79 | 6.39% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 275 | $15,554.74 | $15,056.25 | -$498.49 | -3.2% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 13,347 | $694,949.26 | $730,748.25 | $35,798.99 | 5.15% |
Kevyn Hill Hilltop National Bank | 9,143 | $494,753.65 | $500,579.25 | $5,825.6 | 1.18% |
Brady Green GGM Financials LLC | 269 | $12,132 | $14,727.75 | $2,595.75 | 21.4% |
Richard Crinion Mediolanum International Funds Ltd | 1.39M | $73.64M | $75.95M | $2.3M | 3.12% |
Joe Miller Miller Financial Services LLC | 19,980 | $1.1M | $1.09M | -$10,464.12 | -0.95% |
| HAS Hayley A. Snell LRI Investments, LLC | 4,313 | $240,571.58 | $236,136.75 | -$4,434.83 | -1.84% |
David Millar Gen-Wealth Partners Inc | 2,355 | $127,518.5 | $128,936.25 | $1,417.75 | 1.11% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 5,827 | $301,685.94 | $319,028.25 | $17,342.31 | 5.75% |
Michael Dziura Westfuller Advisors, LLC | 263 | $12,507.19 | $14,399.25 | $1,892.06 | 15.13% |
Roger Krabbe Bank & Trust Co | 20,270 | $841,813.38 | $1.11M | $267,969.12 | 31.83% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 32,025 | $1.7M | $1.75M | $54,855.69 | 3.23% |