| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 1,737 | $217,170.65 | $188,203.95 | -$28,966.7 | -13.34% |
Alana Parm MORTON COMMUNITY BANK | 28,376 | $3.4M | $3.07M | -$329,023.48 | -9.67% |
Ryan M Palmer Optimist Retirement Group LLC | 26,027 | $2.74M | $2.82M | $76,859.38 | 2.8% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 2,865 | $345,728.38 | $310,422.75 | -$35,305.63 | -10.21% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 175 | $22,395.59 | $18,961.25 | -$3,434.34 | -15.33% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 17,139 | $1.7M | $1.86M | $153,868.81 | 9.03% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 71 | $10,097.58 | $7,692.85 | -$2,404.73 | -23.81% |
Brandon Hobson Silver Coast Investments LLC | 2,781 | $337,572.64 | $301,321.35 | -$36,251.29 | -10.74% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 22 | $2,219 | $2,383.7 | $164.7 | 7.42% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 2,429 | $266,631 | $263,182.15 | -$3,448.85 | -1.29% |
Kyle Jones Pineridge Advisors LLC | 23 | $2,983.48 | $2,492.05 | -$491.43 | -16.47% |
Jay S. Arce Taylor Financial Group, Inc. | 3,066 | $363,910.95 | $332,201.1 | -$31,709.85 | -8.71% |
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 4,062 | $464,385.98 | $440,117.7 | -$24,268.28 | -5.23% |
Ashley Meredith Abel Hall, LLC | 3,582 | $345,556 | $388,109.7 | $42,553.7 | 12.31% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 207 | $26,775 | $22,428.45 | -$4,346.55 | -16.23% |
Columbia Bank Columbia Bank | 3,919 | $528,199.21 | $424,623.65 | -$103,575.56 | -19.61% |
Ian Jameson American Capital Advisory, LLC | 1,006 | $101,682.12 | $109,000.1 | $7,317.98 | 7.2% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,488 | $549,756.75 | $486,274.8 | -$63,481.95 | -11.55% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 320 | $42,547.23 | $34,672 | -$7,875.23 | -18.51% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 3,210 | $408,946.57 | $347,803.5 | -$61,143.07 | -14.95% |