| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley Harsch Strategic Advocates LLC | 149 | $15,579 | $15,193.53 | -$385.47 | -2.47% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,523 | $743,822.83 | $755,158.74 | $11,335.91 | 1.52% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 526 | $53,687.81 | $53,707.23 | $19.42 | 0.04% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,617 | $361,048.43 | $369,368.04 | $8,319.61 | 2.3% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,204 | $474,447.72 | $531,354.42 | $56,906.7 | 11.99% |
KKM Financial LLC KKM Financial LLC | 10,534 | $849,889.33 | $1.07M | $225,000.03 | 26.47% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 135 | $13,451.37 | $13,784.17 | $332.8 | 2.47% |
Owen McCabe Tyche Wealth Partners LLC | 2,321 | $221,428.16 | $236,985.7 | $15,557.54 | 7.03% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 19,986 | $1.53M | $2.04M | $514,307.02 | 33.71% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 59 | $6,222.73 | $6,013.87 | -$208.86 | -3.36% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,238 | $195,982.06 | $228,119.34 | $32,137.28 | 16.4% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 560 | $42,431.59 | $57,094.8 | $14,663.21 | 34.56% |
| FTM F. Thomas Mosley Mosley Wealth Management | 3,284 | $339,366.92 | $334,738.12 | -$4,628.8 | -1.36% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 2,235 | $222,696 | $227,813.55 | $5,117.55 | 2.3% |
Michael Bailey MGB Wealth Management, LLC | 1,936 | $146,691 | $197,423.6 | $50,732.6 | 34.58% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 81 | $6,604 | $8,267.26 | $1,663.26 | 25.19% |
Argentarii LLC Argentarii, LLC | 2,400 | $230,736 | $244,680 | $13,944 | 6.04% |
Craig Small Symphony Financial Services, Inc. | 2,271 | $218,373.14 | $231,528.45 | $13,155.31 | 6.02% |
Nathan Edwards IMG Wealth Management, Inc. | 88 | $8,499.97 | $8,959.28 | $459.31 | 5.4% |
John Gallagher Gallagher Capital Advisors, LLC | 10,702 | $1.04M | $1.09M | $51,744.17 | 4.99% |