| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Meredith Abel Hall, LLC | 1,363 | $367,044.89 | $408,041.31 | $40,996.42 | 11.17% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 784 | $209,132 | $233,490.88 | $24,358.88 | 11.65% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 1,540 | $463,955.19 | $465,588.2 | $1,633.01 | 0.35% |
Douglas E. Morisoli Fairman Group, LLC | 35 | $10,481 | $10,525.02 | $44.02 | 0.42% |
| WL Wealthcollab LLC WealthCollab, LLC | 13 | $3,584 | $3,876.34 | $292.34 | 8.16% |
Ian Jameson American Capital Advisory, LLC | 1,375 | $411,568.16 | $410,643.75 | -$924.41 | -0.22% |
Joel W. Lake Capstone Wealth Management, LLC | 871 | $240,117 | $262,449.72 | $22,332.72 | 9.3% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,075 | $647,974.1 | $620,030.75 | -$27,943.35 | -4.31% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 85 | $24,754.67 | $25,550.15 | $795.48 | 3.21% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 4,119 | $1.34M | $1.24M | -$102,352.01 | -7.61% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 817 | $249,383.06 | $245,782.19 | -$3,600.87 | -1.44% |
Janice M. Powell Diversify Advisory Services, LLC | 5,230 | $1.44M | $1.56M | $116,838.25 | 8.1% |
Jean-Francois Gonnet Sienna Gestion | 26,942 | $8.73M | $8.1M | -$631,885.62 | -7.24% |
Kevyn Hill Hilltop National Bank | 4 | $1,322.3 | $1,206.96 | -$115.34 | -8.72% |
Richard Crinion Mediolanum International Funds Ltd | 87,841 | $26.43M | $26.42M | -$12,577.57 | -0.05% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 46,275 | $13.38M | $13.83M | $442,482.81 | 3.31% |
DAVID REICHERT Atlatl Advisers LLC | 103 | $28,395 | $30,956.65 | $2,561.65 | 9.02% |
| HAS Hayley A. Snell LRI Investments, LLC | 5,171 | $1.79M | $1.55M | -$248,276.5 | -13.84% |
David Millar Gen-Wealth Partners Inc | 76 | $24,683.3 | $22,846.36 | -$1,836.94 | -7.44% |
Michael Dziura Westfuller Advisors, LLC | 23 | $6,410.39 | $6,914.49 | $504.1 | 7.86% |