| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,925 | $299,296 | $299,745.75 | $449.75 | 0.15% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 18,748 | $949,685.25 | $947,992.62 | -$1,692.63 | -0.18% |
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 | 51 | $2,597.67 | $2,580.09 | -$17.58 | -0.68% |
Paul Zarling Client First Investment Management LLC | 17,081 | $862,419.72 | $863,956.98 | $1,537.26 | 0.18% |
Michael Stringer Lane & Associates LLC | 84,630 | $4.3M | $4.28M | -$17,780.39 | -0.41% |
David Maxey Heritage Family Offices, LLP | 3,985 | $202,232.91 | $201,581.22 | -$651.69 | -0.32% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 14,298 | $721,921.65 | $722,906.88 | $985.23 | 0.14% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 87,170 | $4.43M | $4.41M | -$19,023.52 | -0.43% |
Mark Finney McCarthy & Cox | 6,641 | $337,230.51 | $335,901.78 | -$1,328.73 | -0.39% |
Janice M. Powell Diversify Advisory Services, LLC | 202,777 | $10.27M | $10.25M | -$19,277 | -0.19% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 116,368 | $5.89M | $5.89M | -$2,799.28 | -0.05% |
Kelly Financial Services LLC Kelly Financial Services LLC | 129,226 | $6.54M | $6.54M | -$1,487.06 | -0.02% |
Bruce Wheadon Transce3nd, LLC | 2,724 | $138,190.93 | $137,793.54 | -$397.39 | -0.29% |
Wesley W. Melbrod M Wealth Management, LLC | 39,191 | $1.99M | $1.98M | -$2,530.24 | -0.13% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 4,928 | $249,898.85 | $249,188.76 | -$710.09 | -0.28% |
Kara Lilian Lynx Investment Advisory | 23,065 | $1.16M | $1.17M | $2,191.02 | 0.19% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 11,472 | $579,565.95 | $579,909.6 | $343.65 | 0.06% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 202,777 | $10.28M | $10.25M | -$26,959.08 | -0.26% |
Neisy Arnez Drucker Wealth 3.0, LLC | 28,494 | $1.44M | $1.44M | -$783.17 | -0.05% |