| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Stead Sachetta, LLC | 153 | $7,644.64 | $8,388.99 | $744.35 | 9.74% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 45 | $2,135 | $2,467.35 | $332.35 | 15.57% |
Amy Taylor Pingora Partners LLC | 4,300 | $255,635 | $235,769 | -$19,866 | -7.77% |
Alan Gilmore Private Wealth Management Group, LLC | 121 | $6,618.7 | $6,634.43 | $15.73 | 0.24% |
David P. Cushing nVerses Capital, LLC | 14,682 | $696,073 | $805,014.06 | $108,941.06 | 15.65% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 83,414 | $5.03M | $4.57M | -$454,189.6 | -9.03% |
Angela Mari Abich Financial Wealth Management LLC | 926 | $66,755 | $50,772.58 | -$15,982.42 | -23.94% |
Kyle Jones Pineridge Advisors LLC | 1 | $62 | $54.83 | -$7.17 | -11.56% |
| WL Wealthcollab LLC WealthCollab, LLC | 708 | $34,405.81 | $42,664.08 | $8,258.27 | 24% |
Ian Jameson American Capital Advisory, LLC | 26 | $1,276.64 | $1,425.58 | $148.94 | 11.67% |
Joel W. Lake Capstone Wealth Management, LLC | 6,046 | $268,563 | $331,502.18 | $62,939.18 | 23.44% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 369 | $25,240 | $20,232.27 | -$5,007.73 | -19.84% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 18,855 | $1.49M | $1.03M | -$454,841.85 | -30.55% |
DAVID REICHERT Atlatl Advisers LLC | 75 | $3,332 | $4,112.25 | $780.25 | 23.42% |
| HAS Hayley A. Snell LRI Investments, LLC | 3 | $142.24 | $164.49 | $22.25 | 15.64% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 16,902 | $787,264.88 | $926,736.66 | $139,471.78 | 17.72% |
Roger Krabbe Bank & Trust Co | 357 | $19,099.9 | $19,574.31 | $474.41 | 2.48% |
Bruce Barton Parkworth Wealth Management, Inc. | 5 | $404.9 | $274.15 | -$130.75 | -32.29% |
Carmen McClennon WR Wealth Planners, LLC | 66 | $3,930.36 | $3,618.78 | -$311.58 | -7.93% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 50 | $3,895 | $2,741.5 | -$1,153.5 | -29.61% |