| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ruth Thortvedt Financial Network Wealth Advisors LLC | 916 | $58,843.74 | $95,657.88 | $36,814.14 | 62.56% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,798 | $122,713.77 | $187,765.14 | $65,051.37 | 53.01% |
Angela Pompian Sunpointe, LLC | 4,984 | $344,875.15 | $520,479.12 | $175,603.97 | 50.92% |
D. Garet Strange Hobbs Group Advisors, LLC | 4,986 | $395,683.09 | $520,687.98 | $125,004.89 | 31.59% |
Kyle Jones Pineridge Advisors LLC | 54 | $2,441.98 | $5,639.22 | $3,197.24 | 130.93% |
Jay S. Arce Taylor Financial Group, Inc. | 2,034 | $210,417 | $212,410.62 | $1,993.62 | 0.95% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,671 | $290,727.31 | $351,241.28 | $60,513.97 | 20.81% |
Ashley Meredith Abel Hall, LLC | 2,886 | $298,557 | $301,384.98 | $2,827.98 | 0.95% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 125 | $9,920 | $13,053.75 | $3,133.75 | 31.59% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 9,352 | $738,308.12 | $976,629.36 | $238,321.24 | 32.28% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 9,179 | $724,786.93 | $958,562.97 | $233,776.04 | 32.25% |
Douglas E. Morisoli Fairman Group, LLC | 5 | $395 | $522.15 | $127.15 | 32.19% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 5,027 | $403,659.42 | $524,969.61 | $121,310.19 | 30.05% |
| WL Wealthcollab LLC WealthCollab, LLC | 411 | $22,109.07 | $39,324.48 | $17,215.41 | 77.87% |
Ian Jameson American Capital Advisory, LLC | 54 | $4,453.29 | $5,639.22 | $1,185.93 | 26.63% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 25,988 | $1.99M | $2.71M | $722,712.05 | 36.3% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 25,866 | $2.02M | $2.7M | $682,866.56 | 33.83% |
Janice M. Powell Diversify Advisory Services, LLC | 33,706 | $3.22M | $3.22M | $3,808.59 | 0.12% |
David W. Marrazzo Guardian Asset Advisors, LLC | 2,412 | $249,505 | $251,885.16 | $2,380.16 | 0.95% |
Kevyn Hill Hilltop National Bank | 1,503 | $117,616.22 | $156,958.29 | $39,342.07 | 33.45% |