| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 2,137 | $214,448 | $237,463.44 | $23,015.44 | 10.73% |
Adam Hill Bey-Douglas LLC | 2,709 | $290,281.35 | $298,911.06 | $8,629.71 | 2.97% |
Alan Gilmore Private Wealth Management Group, LLC | 196 | $18,344.07 | $21,532.56 | $3,188.49 | 17.38% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 41,051 | $3.94M | $4.51M | $572,750.62 | 14.55% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 7,777 | $705,443.35 | $863,946.93 | $158,503.58 | 22.47% |
| FTM F. Thomas Mosley Mosley Wealth Management | 3 | $332 | $336.78 | $4.78 | 1.44% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,636 | $155,445.59 | $182,512.16 | $27,066.57 | 17.41% |
Seth Hodes Able Wealth Management LLC | 4,142 | $390,354.86 | $446,590.44 | $56,235.58 | 14.41% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 304 | $33,619.53 | $34,184.8 | $565.27 | 1.68% |
Corey Saft Sivia Capital Partners, LLC | 22,406 | $2.45M | $2.5M | $56,311.61 | 2.3% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,168 | $536,233.06 | $577,110.56 | $40,877.5 | 7.62% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 2,246 | $249,178.13 | $250,069.64 | $891.51 | 0.36% |
| WL Wealthcollab LLC WealthCollab, LLC | 270 | $25,619.09 | $29,864.7 | $4,245.61 | 16.57% |
Ian Jameson American Capital Advisory, LLC | 12 | $1,251.73 | $1,324.62 | $72.89 | 5.82% |
David Maxey Heritage Family Offices, LLP | 2,096 | $231,879 | $233,997.44 | $2,118.44 | 0.91% |
Ryan Visniski Bryce Point Capital, LLC | 5,531 | $555,976 | $613,885.69 | $57,909.69 | 10.42% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,058 | $227,677 | $226,091.88 | -$1,585.12 | -0.7% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 650 | $58,714.32 | $73,092.5 | $14,378.18 | 24.49% |
James J. Karabas Embree Financial Group | 2,200 | $248,456.62 | $245,432 | -$3,024.62 | -1.22% |
Janice M. Powell Diversify Advisory Services, LLC | 4,542 | $506,445 | $502,186.23 | -$4,258.77 | -0.84% |