| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 63 | $4,749.8 | $5,694.57 | $944.77 | 19.89% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 11,081 | $1.15M | $970,141.55 | -$176,187.45 | -15.37% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 916 | $58,843.74 | $83,731.56 | $24,887.82 | 42.29% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,798 | $122,713.77 | $162,521.22 | $39,807.45 | 32.44% |
Angela Pompian Sunpointe, LLC | 4,984 | $344,875.15 | $436,349.2 | $91,474.05 | 26.52% |
D. Garet Strange Hobbs Group Advisors, LLC | 10,003 | $914,666.49 | $875,762.65 | -$38,903.84 | -4.25% |
Kyle Jones Pineridge Advisors LLC | 54 | $2,441.98 | $4,881.06 | $2,439.08 | 99.88% |
Jay S. Arce Taylor Financial Group, Inc. | 2,034 | $210,417 | $187,331.4 | -$23,085.6 | -10.97% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,671 | $290,727.31 | $331,821.69 | $41,094.38 | 14.14% |
Ashley Meredith Abel Hall, LLC | 2,886 | $298,557 | $266,262.36 | -$32,294.64 | -10.82% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 125 | $9,920 | $10,943.75 | $1,023.75 | 10.32% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 9,352 | $738,308.12 | $818,767.6 | $80,459.48 | 10.9% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 9,179 | $724,786.93 | $803,621.45 | $78,834.52 | 10.88% |
Douglas E. Morisoli Fairman Group, LLC | 5 | $395 | $451.95 | $56.95 | 14.42% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 5,027 | $403,659.42 | $440,113.85 | $36,454.43 | 9.03% |
| WL Wealthcollab LLC WealthCollab, LLC | 411 | $22,109.07 | $37,824.33 | $15,715.26 | 71.08% |
Ian Jameson American Capital Advisory, LLC | 54 | $4,453.29 | $4,979.61 | $526.32 | 11.82% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 25,988 | $1.99M | $2.41M | $414,754.25 | 20.83% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 24,756 | $1.93M | $2.26M | $334,175.52 | 17.31% |
Janice M. Powell Diversify Advisory Services, LLC | 33,706 | $3.22M | $3.11M | -$114,162.41 | -3.54% |