| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ralph Antolino, Jr AA Financial Advisors, LLC | 2,280 | $318,379 | $205,656 | -$112,723 | -35.41% |
Audrey Woon Evergreen Quality Fund GP, Ltd. | 5.21M | $230.05M | $534.34M | $304.29M | 132.27% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 2,659 | $371,276.17 | $268,426.05 | -$102,850.12 | -27.7% |
Kelly Harris Glass Wealth Management Co LLC | 60,901 | $2.62M | $5.49M | $2.88M | 110.02% |
Robert Santos Arrowroot Family Office, LLC | 4,010 | $134,539.94 | $400,238.1 | $265,698.16 | 197.49% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 42,145 | $1.41M | $3.8M | $2.39M | 168.85% |
| WL Wealthcollab LLC WealthCollab, LLC | 8,178 | $680,166.46 | $831,293.7 | $151,127.24 | 22.22% |
Ian Jameson American Capital Advisory, LLC | 4,014 | $187,507.12 | $362,062.8 | $174,555.68 | 93.09% |
Jeremy Wallace Wallace Hart LLC | 19,579 | $2.73M | $2.05M | -$686,635.76 | -25.12% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 6,208 | $213,969.88 | $636,320 | $422,350.12 | 197.39% |
David Maxey Heritage Family Offices, LLP | 5,192 | $724,960 | $468,318.4 | -$256,641.6 | -35.4% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 13,279 | $397,472.22 | $1.2M | $800,293.58 | 201.35% |
Joel W. Lake Capstone Wealth Management, LLC | 3,617 | $505,042 | $326,253.4 | -$178,788.6 | -35.4% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 20,557 | $803,996.39 | $1.85M | $1.05M | 130.63% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 7,427 | $1M | $669,915.4 | -$333,839.7 | -33.26% |
James J. Karabas Embree Financial Group | 3,236 | $451,843 | $291,887.2 | -$159,955.8 | -35.4% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 35,096 | $4.9M | $3.54M | -$1.36M | -27.7% |
Brian Krause Cascade Financial Partners, LLC | 6,630 | $224,964.94 | $598,026 | $373,061.06 | 165.83% |
Janice M. Powell Diversify Advisory Services, LLC | 27,201 | $3.8M | $2.76M | -$1.03M | -27.2% |
Jean-Francois Gonnet Sienna Gestion | 160,096 | $18.58M | $16.74M | -$1.84M | -9.88% |