| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 18,748 | $949,685.25 | $947,842.64 | -$1,842.61 | -0.19% |
David Quinn Pine Harbor Wealth Management, LLC | 13,141 | $667,325.62 | $664,408.96 | -$2,916.66 | -0.44% |
Douglas E. Morisoli Fairman Group, LLC | 50 | $2,547 | $2,525 | -$22 | -0.86% |
Paul Zarling Client First Investment Management LLC | 18,053 | $911,496 | $911,676.5 | $180.5 | 0.02% |
Michael Stringer Lane & Associates LLC | 84,630 | $4.3M | $4.27M | -$23,281.34 | -0.54% |
David Maxey Heritage Family Offices, LLP | 3,985 | $202,232.91 | $201,242.5 | -$990.41 | -0.49% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 14,298 | $721,921.65 | $722,049 | $127.35 | 0.02% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 111,405 | $5.66M | $5.63M | -$34,770.65 | -0.61% |
Mark Finney McCarthy & Cox | 6,641 | $337,230.51 | $335,370.5 | -$1,860.01 | -0.55% |
Janice M. Powell Diversify Advisory Services, LLC | 202,777 | $10.27M | $10.25M | -$20,899.21 | -0.2% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 116,368 | $5.89M | $5.88M | -$5,475.74 | -0.09% |
Kelly Financial Services LLC Kelly Financial Services LLC | 129,226 | $6.54M | $6.53M | -$12,471.27 | -0.19% |
Bruce Wheadon Transce3nd, LLC | 2,724 | $138,190.93 | $137,562 | -$628.93 | -0.46% |
Wesley W. Melbrod M Wealth Management, LLC | 32,912 | $1.67M | $1.66M | -$6,049.81 | -0.36% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 4,928 | $249,898.85 | $248,864 | -$1,034.85 | -0.41% |
Kara Lilian Lynx Investment Advisory | 23,065 | $1.16M | $1.16M | $230.5 | 0.02% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 6,841 | $345,838.5 | $345,470.5 | -$368 | -0.11% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 202,777 | $10.28M | $10.24M | -$40,139.58 | -0.39% |
Neisy Arnez Drucker Wealth 3.0, LLC | 28,494 | $1.44M | $1.44M | -$3,347.63 | -0.23% |
Carmen McClennon WR Wealth Planners, LLC | 39,167 | $1.99M | $1.98M | -$14,320.89 | -0.72% |