| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 264,783 | $2.95M | $3.26M | $311,358.06 | 10.56% |
Angela Mari Abich Financial Wealth Management LLC | 32,002 | $382,739 | $385,624.1 | $2,885.1 | 0.75% |
Dennis R. Plyler FCG Investment Co | 126,542 | $1.62M | $1.56M | -$65,703.24 | -4.05% |
| FTM F. Thomas Mosley Mosley Wealth Management | 2,193 | $27,471.99 | $26,853.28 | -$618.71 | -2.25% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 291 | $3,480.38 | $3,506.55 | $26.17 | 0.75% |
Corey Saft Sivia Capital Partners, LLC | 11,142 | $128,579 | $134,261.1 | $5,682.1 | 4.42% |
Kyle Jones Pineridge Advisors LLC | 299 | $3,424.54 | $3,602.95 | $178.41 | 5.21% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 46,297 | $604,760.22 | $557,878.85 | -$46,881.37 | -7.75% |
Ashley Meredith Abel Hall, LLC | 14,736 | $204,830 | $180,810.72 | -$24,019.28 | -11.73% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 10,728 | $140,822.22 | $129,272.4 | -$11,549.82 | -8.2% |
Nicholas Jeffries M3 Advisory Group, LLC | 33,007 | $401,904.56 | $397,734.35 | -$4,170.21 | -1.04% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 54,077 | $650,747.81 | $654,331.7 | $3,583.89 | 0.55% |
Douglas E. Morisoli Fairman Group, LLC | 2,439 | $30,925.02 | $29,389.95 | -$1,535.07 | -4.96% |
| WL Wealthcollab LLC WealthCollab, LLC | 300 | $3,657 | $3,681 | $24 | 0.66% |
Kayla Tweedy JBR Co Financial Management Inc | 28,692 | $349,754.99 | $345,738.6 | -$4,016.39 | -1.15% |
Ian Jameson American Capital Advisory, LLC | 2,355 | $29,313.88 | $29,013.6 | -$300.28 | -1.02% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 14,715 | $169,811.47 | $181,141.65 | $11,330.18 | 6.67% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 18,033 | $212,468.5 | $221,084.58 | $8,616.08 | 4.06% |
Janice M. Powell Diversify Advisory Services, LLC | 105,358 | $1.46M | $1.3M | -$168,046.01 | -11.47% |
Kevyn Hill Hilltop National Bank | 70,852 | $823,670.83 | $866,172.79 | $42,501.96 | 5.16% |