| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 1,368 | $658,556.94 | $650,784.96 | -$7,771.98 | -1.18% |
David Maxey Heritage Family Offices, LLP | 1,760 | $767,435.87 | $837,267.2 | $69,831.33 | 9.1% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 1,723 | $859,519.95 | $819,665.56 | -$39,854.39 | -4.64% |
Mark Weiskind Fairway Wealth LLC | 3,273 | $1.2M | $1.56M | $358,887.28 | 29.95% |
Joel W. Lake Capstone Wealth Management, LLC | 564 | $255,748.3 | $268,306.08 | $12,557.78 | 4.91% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 1,305 | $577,622.79 | $620,814.6 | $43,191.81 | 7.48% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 9,158 | $3.9M | $4.36M | $452,640.32 | 11.59% |
Bray Creech Joel Adams & Associates, Inc. | 1,433 | $649,550.31 | $681,706.76 | $32,156.45 | 4.95% |
| ACL Attessa Capital LLC Attessa Capital LLC | 1,193 | $579,523.58 | $567,533.96 | -$11,989.62 | -2.07% |
Mark Finney McCarthy & Cox | 1,577 | $686,817.97 | $750,210.44 | $63,392.47 | 9.23% |
James J. Karabas Embree Financial Group | 31,770 | $12.94M | $15.11M | $2.18M | 16.84% |
Duncan Harvey Nutshell Asset Management Ltd | 2,100 | $1.01M | $999,012 | -$7,308 | -0.73% |
Kevyn Hill Hilltop National Bank | 11,534 | $4.86M | $5.49M | $621,972.28 | 12.78% |
Taylor Faw Strathmore Capital Advisors, Inc. | 864 | $407,707.93 | $411,022.08 | $3,314.15 | 0.81% |
Brady Green GGM Financials LLC | 198 | $96,151.06 | $94,192.56 | -$1,958.5 | -2.04% |
Gillian Curran Prospect Financial Group LLC | 2,653 | $1.2M | $1.26M | $59,376.22 | 4.94% |
Dana Grigg CAMELOT TECHNOLOGY ADVISORS, INC. | 549 | $231,717.21 | $261,170.28 | $29,453.07 | 12.71% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 4,588 | $1.96M | $2.18M | $217,762.88 | 11.08% |
Richard Crinion Mediolanum International Funds Ltd | 88,447 | $44.22M | $42.08M | -$2.14M | -4.84% |
Daniel Pettway Councilmark Asset Management, LLC | 18,053 | $7.6M | $8.59M | $992,797.87 | 13.07% |