| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
D. Garet Strange Hobbs Group Advisors, LLC | 35,928 | $871,968.58 | $1.16M | $288,505.82 | 33.09% |
Kyle Jones Pineridge Advisors LLC | 456 | $8,184.64 | $14,728.8 | $6,544.16 | 79.96% |
Sean Rooney Prospect Financial Services LLC | 18,862 | $333,248.82 | $609,242.6 | $275,993.78 | 82.82% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 6,474 | $217,085 | $209,110.2 | -$7,974.8 | -3.67% |
Ashley Meredith Abel Hall, LLC | 8,588 | $238,087.34 | $277,392.4 | $39,305.06 | 16.51% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 2,180 | $41,878.4 | $70,414 | $28,535.6 | 68.14% |
Erik Roemer GERBER, LLC | 6,557 | $219,866 | $211,791.1 | -$8,074.9 | -3.67% |
Nicholas Jeffries M3 Advisory Group, LLC | 6,139 | $205,830 | $198,289.7 | -$7,540.3 | -3.66% |
Michael Bailey MGB Wealth Management, LLC | 8,567 | $243,780 | $276,714.1 | $32,934.1 | 13.51% |
Addis & Hill Inc. Addis & Hill, Inc | 22,598 | $413,163.76 | $729,915.4 | $316,751.64 | 76.66% |
Ian Jameson American Capital Advisory, LLC | 49 | $1,414.55 | $1,582.7 | $168.15 | 11.89% |
Mark Weiskind Fairway Wealth LLC | 2,000 | $67,060 | $64,600 | -$2,460 | -3.67% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 145,212 | $4.11M | $4.69M | $579,396.65 | 14.09% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 927 | $23,622.55 | $29,942.1 | $6,319.55 | 26.75% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 2,058 | $69,004 | $66,473.4 | -$2,530.6 | -3.67% |
Janice M. Powell Diversify Advisory Services, LLC | 36,558 | $1.06M | $1.18M | $118,127.25 | 11.12% |
Kevyn Hill Hilltop National Bank | 7,559 | $142,967.87 | $244,155.7 | $101,187.83 | 70.78% |
Richard Crinion Mediolanum International Funds Ltd | 93,248 | $2.31M | $3.01M | $703,776.53 | 30.49% |
CLINE REASOR Gratus Wealth Advisors, LLC | 7,840 | $262,874.92 | $255,427.2 | -$7,447.72 | -2.83% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 15,561 | $446,169.84 | $502,620.3 | $56,450.46 | 12.65% |