| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 7,744 | $720,257.07 | $699,670.4 | -$20,586.67 | -2.86% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 57,004 | $5.5M | $5.15M | -$349,041.35 | -6.35% |
| FTM F. Thomas Mosley Mosley Wealth Management | 254 | $24,500.76 | $22,962.87 | -$1,537.89 | -6.28% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 21,179 | $2.01M | $1.91M | -$102,265.2 | -5.08% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 10,510 | $1M | $950,419.3 | -$54,244.83 | -5.4% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 137,700 | $13.14M | $12.44M | -$691,224.37 | -5.26% |
Kyle Jones Pineridge Advisors LLC | 1,221 | $112,881.5 | $110,195.25 | -$2,686.25 | -2.38% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 26,160 | $2.49M | $2.36M | -$127,106.8 | -5.11% |
Nicholas Jeffries M3 Advisory Group, LLC | 5,199 | $501,090.67 | $470,223.55 | -$30,867.12 | -6.16% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 68,793 | $6.59M | $6.22M | -$365,393.67 | -5.55% |
Addis & Hill Inc. Addis & Hill, Inc | 9,078 | $858,506.46 | $820,696.59 | -$37,809.87 | -4.4% |
Columbia Bank Columbia Bank | 141,822 | $13.47M | $12.82M | -$645,165.78 | -4.79% |
| WL Wealthcollab LLC WealthCollab, LLC | 105 | $9,930 | $9,486.75 | -$443.25 | -4.46% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 38,236 | $3.62M | $3.45M | -$161,356.4 | -4.46% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 5,387 | $514,132.18 | $486,715.45 | -$27,416.73 | -5.33% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 21,815 | $2.08M | $1.97M | -$110,462.62 | -5.3% |
Bray Creech Joel Adams & Associates, Inc. | 4,549 | $425,754.98 | $411,021.26 | -$14,733.72 | -3.46% |
James J. Karabas Embree Financial Group | 2,484 | $234,912 | $223,945.02 | -$10,966.98 | -4.67% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 4,474 | $423,062 | $403,263.99 | -$19,798.01 | -4.68% |
Janice M. Powell Diversify Advisory Services, LLC | 73,592 | $6.86M | $6.65M | -$212,359.16 | -3.09% |