| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 5,003 | $249,930 | $258,585.56 | $8,655.56 | 3.46% |
| RS Radon Stancil POM Investment Strategies LLC | 15,309 | $715,523.8 | $775,400.85 | $59,877.05 | 8.37% |
Jeremy Baltz Raleigh Capital Management Inc. | 911 | $43,791.77 | $45,841.52 | $2,049.75 | 4.68% |
Rachel Faulk Cape Investment Advisory Inc. | 4,866 | $193,671.54 | $251,504.56 | $57,833.02 | 29.86% |
| BP Brett Pohl Kingdom Financial Group LLC | 10,491 | $521,070.12 | $526,648.2 | $5,578.08 | 1.07% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 24,818 | $1.13M | $1.28M | $155,938.2 | 13.84% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 78 | $2,493 | $3,924.8 | $1,431.8 | 57.43% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 195 | $9,742 | $9,837.75 | $95.75 | 0.98% |
Curtis Harrell Tounjian Advisory Partners LLC | 463 | $23,131 | $23,242.6 | $111.6 | 0.48% |
VestGen Advisors LLC VestGen Advisors LLC | 5,733 | $275,609 | $295,249.5 | $19,640.5 | 7.13% |
Camaron Barta BXM Wealth LLC | 5,355 | $257,437 | $274,224.19 | $16,787.19 | 6.52% |