| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WH William Herlihy RESOURCES MANAGEMENT Corp. /CT/ /ADV | 300 | $39,939 | $46,338 | $6,399 | 16.02% |
| YA Yinka Akinsola Blue Trust Inc. | 250 | $28,915 | $38,615 | $9,700 | 33.55% |
Jeff Ameen Spire Wealth Management | 558 | $74,898.61 | $85,290.3 | $10,391.69 | 13.87% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 971 | $101,445.28 | $149,432.04 | $47,986.76 | 47.3% |
Michael Byun SageView Advisory Group LLC | 276 | $38,275 | $42,056.88 | $3,781.88 | 9.88% |
Justin Halverson Great Waters Wealth Management | 2,594 | $250,728.8 | $397,413.77 | $146,684.97 | 58.5% |
John Canning Mi LLCreek Capital Advisors LLC | 3,298 | $316,669.72 | $505,270.09 | $188,600.37 | 59.56% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,525 | $201,770.34 | $227,899.05 | $26,128.71 | 12.95% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 14 | $1,552.57 | $2,125.62 | $573.05 | 36.91% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 67,630 | $8.13M | $10.04M | $1.92M | 23.6% |
Travis Bettfreund K2 Financial Inc. | 3,617 | $428,740.26 | $537,703.22 | $108,962.96 | 25.41% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 942 | $108,858 | $141,007.98 | $32,149.98 | 29.53% |
Jeffrey N. Yoffe Yoffe Investment Management LLC | 3,707 | $428,551.12 | $568,283.1 | $139,731.98 | 32.61% |