| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Bailey MGB Wealth Management, LLC | 33,206 | $2.3M | $2.64M | $342,299.66 | 14.89% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 66,007 | $3.45M | $5.28M | $1.83M | 52.99% |
Douglas E. Morisoli Fairman Group, LLC | 297 | $17,492.17 | $23,592.19 | $6,100.02 | 34.87% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 883,585 | $41.62M | $70.11M | $28.49M | 68.46% |
Chris M. Frantz Catalina Capital Group, LLC | 10,104 | $623,429.68 | $807,309.6 | $183,879.92 | 29.49% |
David Hobbs Hobbs Wealth Management, LLC | 5,253 | $333,460.44 | $416,641.69 | $83,181.25 | 24.94% |
David Maxey Heritage Family Offices, LLP | 12,622 | $676,476.99 | $1.01M | $331,452.82 | 49% |
Joel W. Lake Capstone Wealth Management, LLC | 5,769 | $302,697 | $461,462.31 | $158,765.31 | 52.45% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 215,428 | $14.52M | $17.06M | $2.53M | 17.44% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 150,427 | $11.35M | $11.93M | $575,331.86 | 5.07% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 4,960 | $368,776 | $393,625.6 | $24,849.6 | 6.74% |
Janice M. Powell Diversify Advisory Services, LLC | 118,217 | $9.4M | $9.35M | -$52,604.22 | -0.56% |
Kevyn Hill Hilltop National Bank | 5,876 | $320,003.58 | $466,260.6 | $146,257.02 | 45.7% |
Taylor Faw Strathmore Capital Advisors, Inc. | 5,492 | $424,872.23 | $439,250.16 | $14,377.93 | 3.38% |
Brady Green GGM Financials LLC | 22,767 | $1.56M | $1.81M | $257,394.94 | 16.55% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 2,545 | $130,788.79 | $201,487.65 | $70,698.86 | 54.06% |
Greyson Gibson JDH Wealth Management, LLC | 18,424 | $966,707.53 | $1.46M | $488,419.99 | 50.52% |
DAVID REICHERT Atlatl Advisers LLC | 4,632 | $303,238.78 | $367,178.64 | $63,939.86 | 21.09% |
| HAS Hayley A. Snell LRI Investments, LLC | 17,339 | $1.02M | $1.37M | $353,028.93 | 34.62% |
Kelly Financial Services LLC Kelly Financial Services LLC | 44,238 | $2.81M | $3.54M | $729,927.86 | 25.99% |