| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 2,137 | $214,448 | $240,134.69 | $25,686.69 | 11.98% |
Adam Hill Bey-Douglas LLC | 2,709 | $290,281.35 | $304,410.33 | $14,128.98 | 4.87% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 1,907 | $215,834 | $214,289.59 | -$1,544.41 | -0.72% |
Alan Gilmore Private Wealth Management Group, LLC | 198 | $18,526.01 | $22,249.26 | $3,723.25 | 20.1% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 35,876 | $3.36M | $4.03M | $667,580.95 | 19.85% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 7,862 | $713,162.01 | $883,452.94 | $170,290.93 | 23.88% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 1,784 | $201,914 | $200,468.08 | -$1,445.92 | -0.72% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,636 | $155,445.59 | $183,837.32 | $28,391.73 | 18.26% |
Seth Hodes Able Wealth Management LLC | 4,018 | $368,926.2 | $451,502.66 | $82,576.46 | 22.38% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 300 | $33,177 | $33,711 | $534 | 1.61% |
Corey Saft Sivia Capital Partners, LLC | 2,918 | $289,808.78 | $327,895.66 | $38,086.88 | 13.14% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,499 | $572,830.76 | $617,922.63 | $45,091.87 | 7.87% |
| WL Wealthcollab LLC WealthCollab, LLC | 307 | $28,967.89 | $34,497.59 | $5,529.7 | 19.09% |
Ian Jameson American Capital Advisory, LLC | 12 | $1,251.73 | $1,348.44 | $96.71 | 7.73% |
Ryan Visniski Bryce Point Capital, LLC | 5,531 | $555,976 | $621,518.47 | $65,542.47 | 11.79% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 650 | $58,714.32 | $73,040.5 | $14,326.18 | 24.4% |
James J. Karabas Embree Financial Group | 2,200 | $248,456.62 | $247,214 | -$1,242.62 | -0.5% |
Jean-Francois Gonnet Sienna Gestion | 77,327 | $7.35M | $8.69M | $1.34M | 18.23% |
Kevyn Hill Hilltop National Bank | 1,015 | $92,172 | $114,055.55 | $21,883.55 | 23.74% |
Richard Crinion Mediolanum International Funds Ltd | 108,186 | $11.05M | $12.16M | $1.1M | 9.97% |