| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 7,230 | $443,487.96 | $568,531.05 | $125,043.09 | 28.2% |
Sean Rooney Prospect Financial Services LLC | 11,912 | $851,894.98 | $936,283.2 | $84,388.22 | 9.91% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 10,426 | $749,146.73 | $820,004.9 | $70,858.17 | 9.46% |
Michael Bailey MGB Wealth Management, LLC | 4,822 | $309,801.23 | $380,407.58 | $70,606.35 | 22.79% |
David Quinn Pine Harbor Wealth Management, LLC | 22,225 | $1.25M | $1.75M | $493,558.75 | 39.38% |
Robert Santos Arrowroot Family Office, LLC | 13,597 | $858,388.35 | $1.08M | $216,998.38 | 25.28% |
Ian Jameson American Capital Advisory, LLC | 1,802 | $100,770.58 | $141,574.13 | $40,803.55 | 40.49% |
Michael Stringer Lane & Associates LLC | 8,512 | $468,395.29 | $669,043.2 | $200,647.91 | 42.84% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 5,080 | $385,013 | $402,234.4 | $17,221.4 | 4.47% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 27,412 | $1.84M | $2.17M | $332,236.8 | 18.09% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 9,564 | $720,484.51 | $751,443.48 | $30,958.97 | 4.3% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 12,227 | $770,386.5 | $962,998.52 | $192,612.02 | 25% |
Brian Krause Cascade Financial Partners, LLC | 81,697 | $4.63M | $6.44M | $1.81M | 39.15% |
Janice M. Powell Diversify Advisory Services, LLC | 102,799 | $8.04M | $8.08M | $36,518.44 | 0.45% |
David W. Marrazzo Guardian Asset Advisors, LLC | 4,042 | $246,379.69 | $318,792.54 | $72,412.85 | 29.39% |
Kevyn Hill Hilltop National Bank | 904 | $56,672 | $71,171.92 | $14,499.92 | 25.59% |
Taylor Faw Strathmore Capital Advisors, Inc. | 3,534 | $257,171 | $279,963.48 | $22,792.48 | 8.86% |
CLINE REASOR Gratus Wealth Advisors, LLC | 1.24M | $70.67M | $98.49M | $27.82M | 39.36% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 5,716 | $433,221 | $452,621.46 | $19,400.46 | 4.48% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 3,335 | $190,192.39 | $262,097.65 | $71,905.26 | 37.81% |