| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 6,934 | $448,250.02 | $247,890.5 | -$200,359.52 | -44.7% |
Alan Gilmore Private Wealth Management Group, LLC | 94 | $5,688.78 | $3,360.5 | -$2,328.28 | -40.93% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 135,693 | $6.29M | $5.18M | -$1.11M | -17.64% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 12,797 | $895,394.69 | $459,796.21 | -$435,598.48 | -48.65% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 5,508 | $353,924.76 | $196,911 | -$157,013.76 | -44.36% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 21 | $731 | $750.75 | $19.75 | 2.7% |
Corey Saft Sivia Capital Partners, LLC | 10,309 | $424,144.41 | $368,546.75 | -$55,597.66 | -13.11% |
Ashley Meredith Abel Hall, LLC | 14,713 | $536,410.67 | $525,989.75 | -$10,420.92 | -1.94% |
Douglas E. Morisoli Fairman Group, LLC | 40 | $1,860 | $1,430 | -$430 | -23.12% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 10,527 | $366,339.6 | $401,920.86 | $35,581.26 | 9.71% |
Columbia Bank Columbia Bank | 49,072 | $3.43M | $1.75M | -$1.67M | -48.82% |
| WL Wealthcollab LLC WealthCollab, LLC | 94 | $6,123.54 | $3,502.44 | -$2,621.1 | -42.8% |
Ian Jameson American Capital Advisory, LLC | 99 | $4,886.91 | $3,539.25 | -$1,347.66 | -27.58% |
Joel W. Lake Capstone Wealth Management, LLC | 15,445 | $537,486 | $552,158.75 | $14,672.75 | 2.73% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 11,780 | $818,764.75 | $421,135 | -$397,629.75 | -48.56% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 11,280 | $791,066.18 | $403,260 | -$387,806.18 | -49.02% |
Janice M. Powell Diversify Advisory Services, LLC | 10,754 | $374,239.2 | $400,694.04 | $26,454.84 | 7.07% |
Kevyn Hill Hilltop National Bank | 7,374 | $385,212.36 | $263,620.5 | -$121,591.86 | -31.56% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 17,800 | $806,063.02 | $679,604 | -$126,459.02 | -15.69% |
Mitchell Pletcher Concord Investment Counsel Inc. | 2,186 | $110,218.17 | $83,461.48 | -$26,756.69 | -24.28% |