| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 22,146 | $7.21M | $10.38M | $3.17M | 43.94% |
| FTM F. Thomas Mosley Mosley Wealth Management | 4 | $1,560 | $1,835.36 | $275.36 | 17.65% |
Kevin Kuhn Kuhn & Co Investment Counsel | 599 | $207,837.52 | $279,223.85 | $71,386.33 | 34.35% |
Brian Distler Lakeridge Wealth Management LLC | 3,431 | $1.41M | $1.6M | $182,528.86 | 12.92% |
Angela Pompian Sunpointe, LLC | 756 | $227,989.98 | $349,381.62 | $121,391.64 | 53.24% |
Ashley Meredith Abel Hall, LLC | 545 | $252,088.87 | $255,256.2 | $3,167.33 | 1.26% |
Darin Pilacinski True Vision MN LLC | 1,460 | $514,820.35 | $685,864.2 | $171,043.85 | 33.22% |
Columbia Bank Columbia Bank | 5,772 | $1.95M | $2.7M | $741,808.66 | 37.98% |
| WL Wealthcollab LLC WealthCollab, LLC | 140 | $46,137.32 | $65,572.5 | $19,435.18 | 42.12% |
Ian Jameson American Capital Advisory, LLC | 9 | $3,478.6 | $4,233.78 | $755.18 | 21.71% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 35 | $10,838.81 | $16,167.55 | $5,328.74 | 49.16% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 300 | $99,032.96 | $136,714.5 | $37,681.54 | 38.05% |
Andrew Panko Tenon Financial LLC | 891 | $362,128.7 | $411,472.71 | $49,344.01 | 13.63% |
Janice M. Powell Diversify Advisory Services, LLC | 780 | $303,777 | $367,344.9 | $63,567.9 | 20.93% |
Jean-Francois Gonnet Sienna Gestion | 14,868 | $7.01M | $6.92M | -$91,257.87 | -1.3% |
Kevyn Hill Hilltop National Bank | 120 | $41,733.69 | $54,895.2 | $13,161.51 | 31.54% |
Richard Crinion Mediolanum International Funds Ltd | 9,188 | $3.4M | $4.24M | $842,018.96 | 24.76% |
CLINE REASOR Gratus Wealth Advisors, LLC | 3,081 | $833,965.27 | $1.44M | $609,729.71 | 73.11% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 60,655 | $22.14M | $28.42M | $6.28M | 28.35% |
| HAS Hayley A. Snell LRI Investments, LLC | 84 | $27,932.18 | $39,354 | $11,421.82 | 40.89% |