| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 280 | $2,803 | $2,763.6 | -$39.4 | -1.41% |
Douglas E. Morisoli Fairman Group, LLC | 927 | $8,296.76 | $9,149.49 | $852.73 | 10.28% |
| WL Wealthcollab LLC WealthCollab, LLC | 300 | $3,087.23 | $3,010.5 | -$76.73 | -2.49% |
Ian Jameson American Capital Advisory, LLC | 219 | $2,024.33 | $2,161.53 | $137.2 | 6.78% |
David Maxey Heritage Family Offices, LLP | 22,348 | $193,136.63 | $220,574.76 | $27,438.13 | 14.21% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 42,940 | $358,119.72 | $423,817.8 | $65,698.08 | 18.35% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 15,583 | $135,069.94 | $152,713.4 | $17,643.46 | 13.06% |
Janice M. Powell Diversify Advisory Services, LLC | 22,312 | $208,170.96 | $223,900.92 | $15,729.96 | 7.56% |
Kevyn Hill Hilltop National Bank | 15,672 | $152,946.37 | $154,682.64 | $1,736.27 | 1.14% |
Gillian Curran Prospect Financial Group LLC | 12,479 | $121,560.28 | $125,226.76 | $3,666.48 | 3.02% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 12,379 | $102,522.77 | $120,076.3 | $17,553.53 | 17.12% |
| HAS Hayley A. Snell LRI Investments, LLC | 78 | $780.77 | $769.86 | -$10.91 | -1.4% |
Roger Krabbe Bank & Trust Co | 163 | $1,346 | $1,608.81 | $262.81 | 19.53% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 22,312 | $219,112.84 | $220,219.44 | $1,106.6 | 0.51% |
Neisy Arnez Drucker Wealth 3.0, LLC | 13,520 | $136,626.14 | $133,442.4 | -$3,183.74 | -2.33% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 18,985 | $183,049.03 | $186,053 | $3,003.97 | 1.64% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 316 | $3,018.29 | $3,118.92 | $100.63 | 3.33% |
Taryn Anderson YANKCOM Partnership | 210 | $2,079.63 | $2,072.7 | -$6.93 | -0.33% |
Millstone Evans Group LLC Millstone Evans Group LLC | 592 | $5,779.36 | $5,878.56 | $99.2 | 1.72% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 56 | $524.79 | $552.72 | $27.93 | 5.32% |