| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Pompian Sunpointe, LLC | 16,003 | $940,656.44 | $1M | $61,611.45 | 6.55% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 170,250 | $10.04M | $10.66M | $624,008.31 | 6.22% |
KEVIN HO KENG LENG Pilgrim Partners Asia Pte Ltd | 660 | $33,521.27 | $41,335.8 | $7,814.53 | 23.31% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,826 | $243,463 | $269,771.26 | $26,308.26 | 10.81% |
Ashley Meredith Abel Hall, LLC | 5,872 | $307,459.92 | $367,763.36 | $60,303.44 | 19.61% |
Darin Pilacinski True Vision MN LLC | 9,766 | $574,045 | $611,644.58 | $37,599.58 | 6.55% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 200 | $11,756 | $12,526 | $770 | 6.55% |
Nitin Kumbhani Accent Capital Management, LLC | 11,151 | $688,204.37 | $771,872.22 | $83,667.85 | 12.16% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 3,311 | $208,229 | $207,367.93 | -$861.07 | -0.41% |
Douglas E. Morisoli Fairman Group, LLC | 39 | $1,981 | $2,442.57 | $461.57 | 23.3% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 5,418 | $325,349.86 | $375,033.96 | $49,684.1 | 15.27% |
Kelly Harris Glass Wealth Management Co LLC | 146,002 | $6.82M | $9.14M | $2.32M | 34.01% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,778 | $82,572.88 | $125,366.78 | $42,793.9 | 51.83% |
Ian Jameson American Capital Advisory, LLC | 165 | $7,536.57 | $10,333.95 | $2,797.38 | 37.12% |
Joel W. Lake Capstone Wealth Management, LLC | 4,233 | $266,213 | $265,112.79 | -$1,100.21 | -0.41% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 11,833 | $530,988.84 | $741,100.79 | $210,111.95 | 39.57% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 368 | $15,507.54 | $25,535.52 | $10,027.98 | 64.67% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 13,062 | $767,784.5 | $818,073.06 | $50,288.56 | 6.55% |
Janice M. Powell Diversify Advisory Services, LLC | 28,743 | $1.8M | $2.03M | $223,902.93 | 12.42% |
Kevyn Hill Hilltop National Bank | 3,113 | $164,263.42 | $194,967.19 | $30,703.77 | 18.69% |