| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Distler Lakeridge Wealth Management LLC | 6,392 | $286,182.87 | $310,203.76 | $24,020.89 | 8.39% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 80 | $3,581 | $3,882.4 | $301.4 | 8.42% |
Angela Pompian Sunpointe, LLC | 6,031 | $282,774.79 | $292,684.43 | $9,909.64 | 3.5% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 6,668 | $309,730.44 | $323,598.04 | $13,867.6 | 4.48% |
Gregg L. Kudisch Gallo Partners, LP | 20,623 | $1.04M | $1M | -$43,926.81 | -4.2% |
Ian Jameson American Capital Advisory, LLC | 24 | $1,137.95 | $1,164.72 | $26.77 | 2.35% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 2,225 | $99,613 | $107,979.25 | $8,366.25 | 8.4% |
Kevyn Hill Hilltop National Bank | 487 | $18,808 | $23,634.11 | $4,826.11 | 25.66% |
Brady Green GGM Financials LLC | 170 | $7,788 | $8,250.1 | $462.1 | 5.93% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 21,528 | $956,183.22 | $1.04M | $88,570.62 | 9.26% |
Todd Lunsford International Private Wealth Advisors LLC | 7,243 | $290,526.87 | $351,502.79 | $60,975.92 | 20.99% |
Adam Stalnaker Rockport Wealth LLC | 12,358 | $499,055.22 | $599,733.74 | $100,678.52 | 20.17% |
| HAS Hayley A. Snell LRI Investments, LLC | 26 | $1,236 | $1,261.78 | $25.78 | 2.09% |
David Millar Gen-Wealth Partners Inc | 217 | $9,202.93 | $10,531.01 | $1,328.08 | 14.43% |
Lee Larson Everstar Asset Management, LLC | 23,922 | $1.06M | $1.16M | $100,826.21 | 9.51% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 140 | $7,093 | $6,794.2 | -$298.8 | -4.21% |
Roger Krabbe Bank & Trust Co | 2,827 | $108,651.59 | $137,194.31 | $28,542.72 | 26.27% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 544 | $21,700.67 | $26,400.32 | $4,699.65 | 21.66% |
Bruce Barton Parkworth Wealth Management, Inc. | 13 | $523 | $630.89 | $107.89 | 20.63% |
Kings Path Partners LLC Kings Path Partners LLC | 11 | $523 | $533.83 | $10.83 | 2.07% |