| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
J. Chad Jordan Processus Wealth & Capital Management, LLC | 13,181 | $2.76M | $4.19M | $1.44M | 52.22% |
Nicholas Jeffries M3 Advisory Group, LLC | 623 | $178,688.86 | $197,067.37 | $18,378.51 | 10.29% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,802 | $367,085.42 | $570,008.66 | $202,923.24 | 55.28% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 948 | $229,296.3 | $301,701 | $72,404.7 | 31.58% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 894 | $208,495.44 | $282,790.09 | $74,294.65 | 35.63% |
Columbia Bank Columbia Bank | 1,930 | $440,682.96 | $610,497.62 | $169,814.66 | 38.53% |
Robert Santos Arrowroot Family Office, LLC | 791 | $183,994.51 | $250,209.13 | $66,214.62 | 35.99% |
| WL Wealthcollab LLC WealthCollab, LLC | 214 | $49,309.24 | $67,785.57 | $18,476.33 | 37.47% |
Ian Jameson American Capital Advisory, LLC | 33 | $7,371.43 | $10,452.91 | $3,081.48 | 41.8% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 163 | $46,751.66 | $51,150.21 | $4,398.55 | 9.41% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 7,130 | $1.45M | $2.26M | $812,157.83 | 56.01% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 37 | $8,485.17 | $11,719.75 | $3,234.58 | 38.12% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 3,297 | $766,202.16 | $1.05M | $279,804.06 | 36.52% |
Kevyn Hill Hilltop National Bank | 1,643 | $370,413.93 | $521,258.18 | $150,844.25 | 40.72% |
Brady Green GGM Financials LLC | 2,174 | $414,205.87 | $688,614.5 | $274,408.63 | 66.25% |
Richard Crinion Mediolanum International Funds Ltd | 8,547 | $2.45M | $2.71M | $260,170.68 | 10.61% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 63,349 | $12.75M | $20.11M | $7.36M | 57.74% |
| HAS Hayley A. Snell LRI Investments, LLC | 822 | $185,982.45 | $257,947.71 | $71,965.26 | 38.69% |
David Millar Gen-Wealth Partners Inc | 497 | $94,375.33 | $157,777.62 | $63,402.29 | 67.18% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 161 | $46,178.02 | $51,069.2 | $4,891.18 | 10.59% |