| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 948 | $229,296.3 | $279,223.92 | $49,927.62 | 21.77% |
Columbia Bank Columbia Bank | 1,907 | $435,316.6 | $567,999.95 | $132,683.35 | 30.48% |
Robert Santos Arrowroot Family Office, LLC | 791 | $183,994.51 | $235,769.41 | $51,774.9 | 28.14% |
| WL Wealthcollab LLC WealthCollab, LLC | 214 | $49,309.24 | $62,570.39 | $13,261.15 | 26.89% |
Ian Jameson American Capital Advisory, LLC | 37 | $8,623.97 | $10,880.96 | $2,256.99 | 26.17% |
Joel W. Lake Capstone Wealth Management, LLC | 694 | $217,312 | $207,360.26 | -$9,951.74 | -4.58% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,618 | $976,527.09 | $1.36M | $388,276.63 | 39.76% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 37 | $8,485.17 | $10,849.88 | $2,364.71 | 27.87% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 2,952 | $685,706.76 | $867,917.52 | $182,210.76 | 26.57% |
Janice M. Powell Diversify Advisory Services, LLC | 3,926 | $1.22M | $1.15M | -$67,718.74 | -5.55% |
Kevyn Hill Hilltop National Bank | 1,643 | $370,413.93 | $481,744.03 | $111,330.1 | 30.06% |
Brady Green GGM Financials LLC | 2,182 | $416,711.26 | $642,086.23 | $225,374.97 | 54.08% |
Richard Crinion Mediolanum International Funds Ltd | 11,489 | $3.41M | $3.36M | -$43,936.57 | -1.29% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 95,980 | $22.96M | $28.37M | $5.4M | 23.52% |
DAVID REICHERT Atlatl Advisers LLC | 30 | $9,394 | $8,785.35 | -$608.65 | -6.48% |
| HAS Hayley A. Snell LRI Investments, LLC | 539 | $122,152.69 | $159,296.06 | $37,143.37 | 30.41% |
David Millar Gen-Wealth Partners Inc | 467 | $88,678.63 | $136,730.59 | $48,051.96 | 54.19% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 9,034 | $2.58M | $2.66M | $87,926.9 | 3.41% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 161 | $46,178.02 | $47,239.01 | $1,060.99 | 2.3% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 1,118 | $260,348.96 | $331,475.82 | $71,126.86 | 27.32% |