| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Erik Roemer GERBER, LLC | 1,834 | $200,585 | $400,178.8 | $199,593.8 | 99.51% |
Nitin Kumbhani Accent Capital Management, LLC | 78 | $17,975.88 | $17,338.62 | -$637.26 | -3.55% |
Gregg L. Kudisch Gallo Partners, LP | 6,074 | $1.63M | $1.34M | -$289,486.2 | -17.73% |
Fox Hill Wealth Management Fox Hill Wealth Management | 15,165 | $3.11M | $3.33M | $223,596.35 | 7.19% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 754 | $202,720 | $167,320.14 | -$35,399.86 | -17.46% |
Robert Santos Arrowroot Family Office, LLC | 882 | $237,187 | $197,537.13 | -$39,649.87 | -16.72% |
Ian Jameson American Capital Advisory, LLC | 22 | $4,041.72 | $4,794.9 | $753.18 | 18.64% |
David Maxey Heritage Family Offices, LLP | 862 | $231,760 | $191,286.42 | -$40,473.58 | -17.46% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 3,694 | $820,804.31 | $811,756.5 | -$9,047.81 | -1.1% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 6 | $656.57 | $1,332.42 | $675.85 | 102.94% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 8,282 | $1.39M | $1.83M | $441,931.04 | 31.76% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 986 | $265,096 | $220,903.44 | -$44,192.56 | -16.67% |
James J. Karabas Embree Financial Group | 2,235 | $486,664.49 | $496,929.9 | $10,265.41 | 2.11% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 859 | $197,965.14 | $190,818.26 | -$7,146.88 | -3.61% |
Janice M. Powell Diversify Advisory Services, LLC | 6,867 | $1.85M | $1.5M | -$348,431.51 | -18.87% |
Jean-Francois Gonnet Sienna Gestion | 35,817 | $7.14M | $8.02M | $881,733.87 | 12.35% |
Kevyn Hill Hilltop National Bank | 1,334 | $340,594.37 | $295,641.08 | -$44,953.29 | -13.2% |
Richard Crinion Mediolanum International Funds Ltd | 108,543 | $12.02M | $24.07M | $12.05M | 100.21% |
CLINE REASOR Gratus Wealth Advisors, LLC | 5,300 | $811,513.79 | $1.19M | $377,329.21 | 46.5% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 254,173 | $26.87M | $55.85M | $28.98M | 107.84% |