| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Meredith Abel Hall, LLC | 4,419 | $437,433.56 | $457,233.93 | $19,800.37 | 4.53% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 207 | $26,775 | $21,747.42 | -$5,027.58 | -18.78% |
Columbia Bank Columbia Bank | 2,987 | $395,650.02 | $314,859.67 | -$80,790.35 | -20.42% |
Ian Jameson American Capital Advisory, LLC | 1,016 | $102,779.83 | $105,430.32 | $2,650.49 | 2.58% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,364 | $534,771.35 | $454,161.48 | -$80,609.87 | -15.07% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 320 | $42,547.23 | $33,686.4 | -$8,860.83 | -20.83% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 3,210 | $408,946.57 | $336,167.25 | -$72,779.32 | -17.8% |
Janice M. Powell Diversify Advisory Services, LLC | 14,939 | $1.66M | $1.55M | -$114,935.45 | -6.9% |
Jean-Francois Gonnet Sienna Gestion | 13,657 | $1.52M | $1.43M | -$87,565.68 | -5.77% |
Kevyn Hill Hilltop National Bank | 68 | $8,796 | $7,136.6 | -$1,659.4 | -18.87% |
Richard Crinion Mediolanum International Funds Ltd | 212,161 | $26.08M | $22.24M | -$3.84M | -14.72% |
Daniel Pettway Councilmark Asset Management, LLC | 3,820 | $494,117.24 | $396,172.2 | -$97,945.04 | -19.82% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 41,765 | $5.24M | $4.35M | -$889,670.52 | -16.99% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 174 | $16,786 | $18,212.58 | $1,426.58 | 8.5% |
Todd Lunsford International Private Wealth Advisors LLC | 6,972 | $765,293 | $735,127.68 | -$30,165.32 | -3.94% |
Venkatram Krishnamurthy V2 Financial group LLC | 1,866 | $204,831 | $194,194.62 | -$10,636.38 | -5.19% |
Joe Miller Miller Financial Services LLC | 6,632 | $670,025.25 | $701,068.72 | $31,043.47 | 4.63% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 2,678 | $346,121.83 | $280,533.89 | -$65,587.94 | -18.95% |
DAVID REICHERT Atlatl Advisers LLC | 24 | $2,634 | $2,510.76 | -$123.24 | -4.68% |
Daphne Bullock Passumpsic Savings Bank | 2,260 | $228,011 | $234,418.5 | $6,407.5 | 2.81% |