| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Maxey Heritage Family Offices, LLP | 724 | $632,344.72 | $534,210.64 | -$98,134.08 | -15.52% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 1,153 | $546,153.15 | $848,031.5 | $301,878.35 | 55.27% |
Mark Weiskind Fairway Wealth LLC | 12 | $8,501.51 | $8,854.32 | $352.81 | 4.15% |
Joel W. Lake Capstone Wealth Management, LLC | 249 | $265,160 | $183,951.24 | -$81,208.76 | -30.63% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 14,645 | $5.9M | $10.77M | $4.88M | 82.67% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 1,025 | $368,212.19 | $767,704.48 | $399,492.29 | 108.5% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 1,156 | $907,284.06 | $848,330.6 | -$58,953.46 | -6.5% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 2,265 | $778,360.82 | $1.67M | $895,723.33 | 115.08% |
Bray Creech Joel Adams & Associates, Inc. | 241 | $256,641 | $175,202.18 | -$81,438.82 | -31.73% |
James J. Karabas Embree Financial Group | 1,029 | $477,720.65 | $757,097.04 | $279,376.39 | 58.48% |
Davina Guinness Regents Gate Capital LLP | 15 | $10,626.9 | $10,978.8 | $351.9 | 3.31% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 1,568 | $1.06M | $1.17M | $112,086.46 | 10.55% |
Brian Krause Cascade Financial Partners, LLC | 631 | $231,615.87 | $464,769.36 | $233,153.49 | 100.66% |
Janice M. Powell Diversify Advisory Services, LLC | 6,151 | $5.81M | $4.48M | -$1.33M | -22.88% |
Jean-Francois Gonnet Sienna Gestion | 972 | $1.02M | $718,414.92 | -$297,055.08 | -29.25% |
David W. Marrazzo Guardian Asset Advisors, LLC | 1,888 | $587,088.16 | $1.39M | $798,288.54 | 135.97% |
Kevyn Hill Hilltop National Bank | 2,536 | $985,702.48 | $1.86M | $871,004.59 | 88.36% |
Brady Green GGM Financials LLC | 433 | $207,164.08 | $319,294.2 | $112,130.12 | 54.13% |
Gillian Curran Prospect Financial Group LLC | 354 | $251,863.7 | $257,223.48 | $5,359.78 | 2.13% |
Richard Crinion Mediolanum International Funds Ltd | 136,412 | $72.87M | $102.17M | $29.3M | 40.2% |