| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,032 | $334,526.17 | $230,518.4 | -$104,007.77 | -31.09% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 128 | $6,992.75 | $3,877.12 | -$3,115.63 | -44.56% |
Alan Gilmore Private Wealth Management Group, LLC | 1,071 | $41,145.18 | $30,737.7 | -$10,407.48 | -25.29% |
David P. Cushing nVerses Capital, LLC | 5,462 | $127,701.43 | $156,458.99 | $28,757.56 | 22.52% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 119,782 | $4.18M | $3.66M | -$519,697.71 | -12.43% |
Anne Wright Lummis Asset Management, LP | 633 | $22,104.36 | $18,167.1 | -$3,937.26 | -17.81% |
| FTM F. Thomas Mosley Mosley Wealth Management | 12 | $328 | $344.28 | $16.28 | 4.96% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 166 | $5,797 | $5,028.14 | -$768.86 | -13.26% |
Corey Saft Sivia Capital Partners, LLC | 54,351 | $2.2M | $1.56M | -$641,029.38 | -29.17% |
Kyle Jones Pineridge Advisors LLC | 51 | $2,796.84 | $1,464.97 | -$1,331.87 | -47.62% |
Ashley Meredith Abel Hall, LLC | 13,194 | $354,608.69 | $378,667.8 | $24,059.11 | 6.78% |
| WL Wealthcollab LLC WealthCollab, LLC | 47 | $1,958 | $1,437.26 | -$520.74 | -26.6% |
Ian Jameson American Capital Advisory, LLC | 78 | $2,511.38 | $2,241.72 | -$269.66 | -10.74% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 9,390 | $391,099.64 | $268,929.6 | -$122,170.04 | -31.24% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 3,102 | $166,906.54 | $89,104.95 | -$77,801.59 | -46.61% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 3,374 | $93,257.97 | $96,749.45 | $3,491.48 | 3.74% |
Kevyn Hill Hilltop National Bank | 1,722 | $84,119.03 | $52,159.38 | -$31,959.65 | -37.99% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 48,067 | $1.71M | $1.49M | -$221,377 | -12.91% |
DAVID REICHERT Atlatl Advisers LLC | 111 | $3,037 | $3,179.59 | $142.59 | 4.7% |
| HAS Hayley A. Snell LRI Investments, LLC | 2,959 | $109,904.36 | $85,041.66 | -$24,862.7 | -22.62% |