| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ruth Thortvedt Financial Network Wealth Advisors LLC | 2 | $626 | $614.8 | -$11.2 | -1.79% |
Corey Saft Sivia Capital Partners, LLC | 5,582 | $1.16M | $1.72M | $554,186.14 | 47.7% |
Brandon Hobson Silver Coast Investments LLC | 661 | $189,588.02 | $203,191.39 | $13,603.37 | 7.18% |
Jay S. Arce Taylor Financial Group, Inc. | 2,255 | $439,674.27 | $693,186.98 | $253,512.71 | 57.66% |
Ashley Meredith Abel Hall, LLC | 923 | $222,257.35 | $283,730.19 | $61,472.84 | 27.66% |
Cornelius T. McDonald III Wealth Group, Ltd. | 6,144 | $1.81M | $1.89M | $77,101.52 | 4.26% |
Nitin Kumbhani Accent Capital Management, LLC | 450 | $141,458 | $147,046.5 | $5,588.5 | 3.95% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 13,181 | $2.76M | $4.05M | $1.3M | 47.03% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,802 | $367,085.42 | $553,934.78 | $186,849.36 | 50.9% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 948 | $229,296.3 | $291,415.19 | $62,118.89 | 27.09% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,268 | $325,534.14 | $414,344.36 | $88,810.22 | 27.28% |
Columbia Bank Columbia Bank | 1,907 | $435,316.6 | $586,211.78 | $150,895.18 | 34.66% |
Robert Santos Arrowroot Family Office, LLC | 791 | $183,994.51 | $250,715.36 | $66,720.85 | 36.26% |
| WL Wealthcollab LLC WealthCollab, LLC | 214 | $49,309.24 | $68,154.72 | $18,845.48 | 38.22% |
Ian Jameson American Capital Advisory, LLC | 37 | $8,623.97 | $11,373.8 | $2,749.83 | 31.89% |
Joel W. Lake Capstone Wealth Management, LLC | 694 | $217,312 | $213,335.59 | -$3,976.41 | -1.83% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,618 | $976,527.09 | $1.42M | $443,046.06 | 45.37% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 37 | $8,485.17 | $11,727.52 | $3,242.35 | 38.21% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 3,297 | $766,202.16 | $1.01M | $247,295.61 | 32.28% |
Janice M. Powell Diversify Advisory Services, LLC | 3,926 | $1.22M | $1.25M | $30,313.52 | 2.48% |