| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
D. Garet Strange Hobbs Group Advisors, LLC | 36,227 | $881,527.65 | $1.21M | $329,540.96 | 37.38% |
Kyle Jones Pineridge Advisors LLC | 456 | $8,184.64 | $15,207.6 | $7,022.96 | 85.81% |
Sean Rooney Prospect Financial Services LLC | 18,973 | $336,797.51 | $622,693.86 | $285,896.35 | 84.89% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 11,024 | $359,952.69 | $367,650.4 | $7,697.71 | 2.14% |
Ashley Meredith Abel Hall, LLC | 8,885 | $247,582.78 | $292,005.52 | $44,422.74 | 17.94% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 2,180 | $41,878.4 | $72,877.4 | $30,999 | 74.02% |
Erik Roemer GERBER, LLC | 6,567 | $220,185.7 | $215,758.78 | -$4,426.92 | -2.01% |
Michael Bailey MGB Wealth Management, LLC | 8,567 | $243,780 | $285,709.45 | $41,929.45 | 17.2% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 6,297 | $205,167 | $210,508.71 | $5,341.71 | 2.6% |
Addis & Hill Inc. Addis & Hill, Inc | 22,598 | $413,163.76 | $741,892.34 | $328,728.58 | 79.56% |
Ian Jameson American Capital Advisory, LLC | 109 | $3,332.9 | $3,582.28 | $249.38 | 7.48% |
Mark Weiskind Fairway Wealth LLC | 200 | $6,706 | $6,686 | -$20 | -0.3% |
Joel W. Lake Capstone Wealth Management, LLC | 7,321 | $234,052 | $244,741.03 | $10,689.03 | 4.57% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 103,120 | $2.92M | $3.38M | $465,071.75 | 15.93% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 927 | $23,622.55 | $30,915.45 | $7,292.9 | 30.87% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 729 | $24,443.11 | $23,962.23 | -$480.88 | -1.97% |
Janice M. Powell Diversify Advisory Services, LLC | 45,970 | $1.36M | $1.51M | $151,575.51 | 11.13% |
Kevyn Hill Hilltop National Bank | 7,559 | $142,967.87 | $247,028.12 | $104,060.25 | 72.79% |
Richard Crinion Mediolanum International Funds Ltd | 94,597 | $2.35M | $3.15M | $803,143.85 | 34.15% |
CLINE REASOR Gratus Wealth Advisors, LLC | 7,840 | $262,874.92 | $261,464 | -$1,410.92 | -0.54% |