| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Stead Sachetta, LLC | 1,033 | $27,436.7 | $25,659.72 | -$1,776.98 | -6.48% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 393 | $7,550 | $9,762.12 | $2,212.12 | 29.3% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 6,000 | $201,214.31 | $149,040 | -$52,174.31 | -25.93% |
Kelly Richert Clayton Financial Group LLC | 57 | $1,270.71 | $1,415.88 | $145.17 | 11.42% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 313 | $9,562.81 | $7,774.92 | -$1,787.89 | -18.7% |
Alan Gilmore Private Wealth Management Group, LLC | 473 | $13,312.26 | $11,749.32 | -$1,562.94 | -11.74% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 75,128 | $2.34M | $1.87M | -$473,766.16 | -20.25% |
Angela Mari Abich Financial Wealth Management LLC | 10,869 | $302,984.05 | $269,985.96 | -$32,998.09 | -10.89% |
Ryan M Palmer Optimist Retirement Group LLC | 121,631 | $3.02M | $3.02M | -$2,381.82 | -0.08% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 156,083 | $3M | $3.88M | $878,738.72 | 29.31% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 380 | $12,978.08 | $9,439.2 | -$3,538.88 | -27.27% |
Corey Saft Sivia Capital Partners, LLC | 97,356 | $1.96M | $2.42M | $456,121.76 | 23.25% |
Kyle Jones Pineridge Advisors LLC | 397 | $12,034.66 | $9,861.48 | -$2,173.18 | -18.06% |
| CI CacheTech Inc. CacheTech Inc. | 16,069 | $361,429.63 | $399,153.96 | $37,724.33 | 10.44% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 1,578 | $30,655.48 | $39,197.52 | $8,542.04 | 27.86% |
| WL Wealthcollab LLC WealthCollab, LLC | 273 | $6,082.5 | $6,781.32 | $698.82 | 11.49% |
Ian Jameson American Capital Advisory, LLC | 22 | $496.37 | $546.48 | $50.11 | 10.1% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 12,400 | $348,202.79 | $308,016 | -$40,186.79 | -11.54% |
Kevyn Hill Hilltop National Bank | 5,326 | $160,951.75 | $132,297.84 | -$28,653.91 | -17.8% |
Richard Crinion Mediolanum International Funds Ltd | 293,943 | $6.1M | $7.3M | $1.2M | 19.67% |