| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Santos Arrowroot Family Office, LLC | 2,989 | $645,313.25 | $820,540.28 | $175,227.03 | 27.15% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 7,362 | $1.24M | $2.02M | $789,549.93 | 63.91% |
| WL Wealthcollab LLC WealthCollab, LLC | 337 | $67,640 | $92,130.74 | $24,490.74 | 36.21% |
Kayla Tweedy JBR Co Financial Management Inc | 915 | $206,541.71 | $252,096.22 | $45,554.51 | 22.06% |
Ian Jameson American Capital Advisory, LLC | 238 | $51,445.66 | $65,104.9 | $13,659.24 | 26.55% |
Chris M. Frantz Catalina Capital Group, LLC | 1,750 | $434,054 | $480,375 | $46,321 | 10.67% |
David Maxey Heritage Family Offices, LLP | 4,741 | $1.05M | $1.29M | $243,124.03 | 23.14% |
Mark Weiskind Fairway Wealth LLC | 18,821 | $4.02M | $5.14M | $1.11M | 27.63% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 28,821 | $5.67M | $7.93M | $2.25M | 39.73% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 12,531 | $2.67M | $3.38M | $717,355.62 | 26.91% |
Andrew Panko Tenon Financial LLC | 1,761 | $383,834.13 | $478,956.78 | $95,122.65 | 24.78% |
James J. Karabas Embree Financial Group | 759 | $228,128 | $206,334.15 | -$21,793.85 | -9.55% |
Brian Krause Cascade Financial Partners, LLC | 3,020 | $620,257.51 | $821,530.6 | $201,273.09 | 32.45% |
Janice M. Powell Diversify Advisory Services, LLC | 55,597 | $16.28M | $15.21M | -$1.08M | -6.63% |
Joel mittelman Mittelman Wealth Management | 1,167 | $287,268.72 | $318,555.99 | $31,287.27 | 10.89% |
Michael D. Kim Marathon Strategic Advisors, LLC | 957 | $206,601.5 | $261,423.69 | $54,822.19 | 26.54% |
Brady Green GGM Financials LLC | 158 | $38,779.68 | $42,978.37 | $4,198.69 | 10.83% |
Dana Grigg CAMELOT TECHNOLOGY ADVISORS, INC. | 4,969 | $1M | $1.36M | $356,278.46 | 35.57% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 58,505 | $17.43M | $16.04M | -$1.39M | -7.96% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 40,566 | $11.32M | $11.16M | -$164,051.03 | -1.45% |