| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 5 | $0.34 | $0.34 | - | - |
Joseph Castro Nuveen LLC | 142,357 | $6.8M | $6.8M | - | - |
Amy Hart Phillips Wealth Planners LLC | 2,778 | $228,685 | $228,685 | - | - |
| PT Petros Toseland Portman Square Capital LLP | 35,000 | $2.07M | $4.09M | $2.03M | 98.02% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 3,550 | $214,811 | $214,811 | - | - |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 172 | $11,096 | $11,096 | - | - |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 9,015 | $640,358.06 | $1.04M | $402,316.94 | 62.83% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 20 | $1,290 | $1,290 | - | - |
Millstone Evans Group LLC Millstone Evans Group LLC | 12 | $573 | $573 | - | - |