| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Maxey Heritage Family Offices, LLP | 704 | $226,842 | $211,875.84 | -$14,966.16 | -6.6% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 2,695 | $797,091.07 | $811,087.2 | $13,996.13 | 1.76% |
Mark Weiskind Fairway Wealth LLC | 863 | $267,138.63 | $259,728.48 | -$7,410.15 | -2.77% |
Joel W. Lake Capstone Wealth Management, LLC | 1,267 | $309,683.16 | $381,316.32 | $71,633.16 | 23.13% |
Ryan Visniski Bryce Point Capital, LLC | 1,932 | $560,106 | $581,454.72 | $21,348.72 | 3.81% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 1,738 | $439,582.59 | $523,068.48 | $83,485.89 | 18.99% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 16,353 | $3.25M | $4.92M | $1.67M | 51.25% |
Bray Creech Joel Adams & Associates, Inc. | 1,899 | $455,209.15 | $571,523.04 | $116,313.89 | 25.55% |
Mark Finney McCarthy & Cox | 3,269 | $678,428.71 | $983,838.24 | $305,409.53 | 45.02% |
James J. Karabas Embree Financial Group | 49,196 | $8.72M | $14.81M | $6.08M | 69.7% |
Joel mittelman Mittelman Wealth Management | 812 | $239,135 | $244,379.52 | $5,244.52 | 2.19% |
Kevyn Hill Hilltop National Bank | 11,167 | $2.34M | $3.36M | $1.02M | 43.71% |
Taylor Faw Strathmore Capital Advisors, Inc. | 3,372 | $969,093.25 | $1.01M | $45,743.87 | 4.72% |
Brady Green GGM Financials LLC | 4,095 | $1.19M | $1.23M | $44,816.64 | 3.77% |
Gillian Curran Prospect Financial Group LLC | 2,581 | $618,856.67 | $776,777.76 | $157,921.09 | 25.52% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 13,956 | $2.98M | $4.2M | $1.22M | 41.02% |
Richard Crinion Mediolanum International Funds Ltd | 326,164 | $74.92M | $98.16M | $23.24M | 31.02% |
CLINE REASOR Gratus Wealth Advisors, LLC | 1,874 | $338,212.31 | $563,999.04 | $225,786.73 | 66.76% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 4,744 | $1.05M | $1.43M | $377,923.08 | 36% |
Josephine Lee New Insight Wealth Advisors | 2,503 | $441,923.33 | $753,302.88 | $311,379.55 | 70.46% |