| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 4,538 | $313,826.99 | $302,798.05 | -$11,028.94 | -3.51% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 7 | $506 | $467.56 | -$38.44 | -7.6% |
Corey Saft Sivia Capital Partners, LLC | 17,070 | $1.22M | $1.14M | -$82,600.56 | -6.77% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 13,001 | $772,607.52 | $860,926.22 | $88,318.7 | 11.43% |
Ashley Meredith Abel Hall, LLC | 9,428 | $594,791.16 | $626,396.32 | $31,605.16 | 5.31% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 3,005 | $217,171 | $198,600.45 | -$18,570.55 | -8.55% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 3,492 | $260,572.74 | $232,706.88 | -$27,865.86 | -10.69% |
| WL Wealthcollab LLC WealthCollab, LLC | 100 | $5,957.78 | $6,641 | $683.22 | 11.47% |
Ian Jameson American Capital Advisory, LLC | 20 | $1,359.35 | $1,325.2 | -$34.15 | -2.51% |
Joel W. Lake Capstone Wealth Management, LLC | 5,851 | $422,852 | $391,110.09 | -$31,741.91 | -7.51% |
Ryan Visniski Bryce Point Capital, LLC | 6,860 | $488,020 | $457,424.8 | -$30,595.2 | -6.27% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 708 | $43,595.09 | $47,223.6 | $3,628.51 | 8.32% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 9,142 | $539,757.76 | $610,639.89 | $70,882.13 | 13.13% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 7,257 | $445,675.48 | $483,787.9 | $38,112.42 | 8.55% |
Kevyn Hill Hilltop National Bank | 500 | $33,269.29 | $33,422.5 | $153.21 | 0.46% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 13,633 | $874,083.43 | $900,732.31 | $26,648.88 | 3.05% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 116,579 | $7.6M | $7.69M | $93,639.12 | 1.23% |
Todd Lunsford International Private Wealth Advisors LLC | 5,373 | $346,918.75 | $359,534.29 | $12,615.54 | 3.64% |
| HAS Hayley A. Snell LRI Investments, LLC | 265 | $17,366.84 | $17,487.35 | $120.51 | 0.69% |
David Millar Gen-Wealth Partners Inc | 4,922 | $306,251.05 | $328,592.72 | $22,341.67 | 7.3% |