| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,034 | $408,061.08 | $407,491.56 | -$569.52 | -0.14% |
Ashley Meredith Abel Hall, LLC | 1,942 | $420,769.46 | $383,846.01 | -$36,923.45 | -8.78% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 1,274 | $271,056 | $258,800.36 | -$12,255.64 | -4.52% |
Michael Bailey MGB Wealth Management, LLC | 2,799 | $560,605.12 | $564,726.24 | $4,121.12 | 0.74% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 1,861 | $317,598.04 | $376,201.15 | $58,603.11 | 18.45% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,942 | $400,245.67 | $392,031.54 | -$8,214.13 | -2.05% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 110,527 | $23.51M | $22.3M | -$1.21M | -5.16% |
| WL Wealthcollab LLC WealthCollab, LLC | 200 | $26,224 | $39,570 | $13,346 | 50.89% |
Ian Jameson American Capital Advisory, LLC | 115 | $24,211.27 | $22,956.3 | -$1,254.97 | -5.18% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 1,402 | $299,733.1 | $278,801.72 | -$20,931.38 | -6.98% |
Joel W. Lake Capstone Wealth Management, LLC | 1,777 | $356,502 | $360,748.77 | $4,246.77 | 1.19% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 8,890 | $1.66M | $1.77M | $105,345.46 | 6.34% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 286 | $44,590.76 | $57,646.16 | $13,055.4 | 29.28% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 2,650 | $392,236.6 | $533,233 | $140,996.4 | 35.95% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 4,338 | $914,715.92 | $879,833.16 | -$34,882.76 | -3.81% |
Janice M. Powell Diversify Advisory Services, LLC | 10,130 | $2.12M | $2.02M | -$95,625.28 | -4.52% |
Jean-Francois Gonnet Sienna Gestion | 39,731 | $8.61M | $8.06M | -$548,266.79 | -6.37% |
Kevyn Hill Hilltop National Bank | 4,452 | $731,878.1 | $894,584.88 | $162,706.78 | 22.23% |
Brady Green GGM Financials LLC | 435 | $92,338.32 | $87,730.8 | -$4,607.52 | -4.99% |
Richard Crinion Mediolanum International Funds Ltd | 6,213 | $1.32M | $1.25M | -$73,127.01 | -5.54% |