| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DS Dustin Schick Evergreen Private Wealth LLC | 10,861 | $2.99M | $3.95M | $953,042.43 | 31.84% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,922 | $1.5M | $1.42M | -$72,398.23 | -4.83% |
| MS Matthew Stead Sachetta, LLC | 42 | $14,630.97 | $15,258.6 | $627.63 | 4.29% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 71 | $33,601 | $25,794.3 | -$7,806.7 | -23.23% |
| NG Neil Greenspan Fielder Capital Group LLC | 498 | $213,165.34 | $180,923.4 | -$32,241.95 | -15.12% |
| JRH Jessica Riley Hale GC Wealth Management RIA, LLC | 701 | $298,766.23 | $254,673.3 | -$44,092.94 | -14.76% |
| AB Amber Baker NDVR, Inc. | 613 | $286,185 | $222,702.9 | -$63,482.11 | -22.18% |
| AG Alan Gilmore Private Wealth Management Group, LLC | 36 | $10,765.1 | $13,078.8 | $2,313.7 | 21.49% |
| KK Kevin Kuhn Kuhn & Co Investment Counsel | 596 | $206,667.85 | $216,526.8 | $9,858.95 | 4.77% |
| BD Brian Distler Lakeridge Wealth Management LLC | 2,356 | $903,505.36 | $855,934.8 | -$47,570.58 | -5.26% |
| AP Angela Pompian Sunpointe, LLC | 891 | $264,541.15 | $323,700.3 | $59,159.14 | 22.36% |
| SC Stacy Creekmur Creekmur Asset Management LLC | 2,576 | $919,319.43 | $935,860.8 | $16,541.34 | 1.8% |
| AM Ashley Meredith Abel Hall, LLC | 439 | $205,000 | $159,488.7 | -$45,511.3 | -22.2% |
| DP Darin Pilacinski True Vision MN LLC | 1,460 | $514,820.35 | $530,418 | $15,597.63 | 3.03% |
| CB Columbia Bank Columbia Bank | 7,480 | $2.52M | $2.72M | $194,474.32 | 7.71% |
| WL Wealthcollab LLC WealthCollab, LLC | 131 | $42,628.29 | $47,592.3 | $4,964.01 | 11.64% |
| IJ Ian Jameson American Capital Advisory, LLC | 6 | $2,308.6 | $2,179.8 | -$128.8 | -5.58% |
| KS Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 37 | $11,439.11 | $13,442.1 | $2,002.99 | 17.51% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 369 | $121,810.54 | $134,057.7 | $12,247.16 | 10.05% |
| KH Kevyn Hill Hilltop National Bank | 106 | $35,759.31 | $38,509.8 | $2,750.49 | 7.69% |