| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 509 | $47,856.18 | $55,842.39 | $7,986.21 | 16.69% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,353 | $530,909.31 | $696,987.63 | $166,078.32 | 31.28% |
Kyle P. Smith NewEdge Wealth LLC | 12,776 | $875,807.2 | $1.4M | $525,847.76 | 60.04% |
Jodi Greenlund Financial Council LLC | 2,676 | $256,200.24 | $293,583.96 | $37,383.72 | 14.59% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2 | $188.04 | $219.42 | $31.38 | 16.69% |
| SD Stephen Dunnaway Brown Shipley& Co Ltd | 768 | $89,825 | $84,257.28 | -$5,567.72 | -6.2% |
| EM Erin Mccann Simplicity Wealth LLC | 2,631 | $217,189.05 | $288,647.01 | $71,457.96 | 32.9% |
Michael Byun SageView Advisory Group LLC | 838 | $78,789 | $91,936.98 | $13,147.98 | 16.69% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,329 | $258,429.05 | $365,224.59 | $106,795.54 | 41.32% |
| RDL Rodrigo De La Garza Summa Corp. | 4,086 | $384,615 | $448,275.06 | $63,660.06 | 16.55% |
Christopher Casanega Sharper & Granite LLC | 3,000 | $197,534.67 | $329,130 | $131,595.33 | 66.62% |
Amy Hart Phillips Wealth Planners LLC | 3,280 | $271,354.35 | $359,848.8 | $88,494.45 | 32.61% |
Kevin Gray Lodestar Private Asset Management LLC | 2,485 | $162,550.22 | $272,629.35 | $110,079.13 | 67.72% |
Jill Batley Gateway Wealth Partners LLC | 343,115 | $32.56M | $37.64M | $5.08M | 15.62% |
| PIL PFG Investments LLC PFG Investments LLC | 2,300 | $211,025 | $252,333 | $41,308 | 19.57% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,734 | $795,224.59 | $958,207.14 | $162,982.55 | 20.5% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 300 | $28,721 | $32,913 | $4,192 | 14.6% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 21 | $2,010 | $2,303.91 | $293.91 | 14.62% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 2 | $137 | $219.42 | $82.42 | 60.16% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 4,383 | $299,009.57 | $480,858.93 | $181,849.36 | 60.82% |