| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Novak Novak & Powell Financial Services, Inc. | 4,958 | $230,087.42 | $278,887.5 | $48,800.08 | 21.21% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 120,359 | $6.13M | $6.89M | $759,619.21 | 12.39% |
Lance Johnson ROI Financial Advisors, LLC | 9,107 | $466,045.74 | $516,275.83 | $50,230.09 | 10.78% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 3,540 | $239,622.5 | $204,399.6 | -$35,222.9 | -14.7% |
| FTM F. Thomas Mosley Mosley Wealth Management | 434 | $24,100 | $25,059.16 | $959.16 | 3.98% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 39 | $2,437 | $2,193.75 | -$243.25 | -9.98% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 60,325 | $3.01M | $3.39M | $381,254.3 | 12.66% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 216 | $15,630 | $12,471.84 | -$3,158.16 | -20.21% |
Kyle Jones Pineridge Advisors LLC | 49 | $3,149.43 | $2,829.26 | -$320.17 | -10.17% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 23,378 | $1.37M | $1.35M | -$20,203.57 | -1.47% |
Nicholas Jeffries M3 Advisory Group, LLC | 3,602 | $183,374.6 | $207,979.48 | $24,604.88 | 13.42% |
Douglas E. Morisoli Fairman Group, LLC | 47 | $2,937 | $2,713.78 | -$223.22 | -7.6% |
| WL Wealthcollab LLC WealthCollab, LLC | 997 | $56,100.61 | $56,310.56 | $209.95 | 0.37% |
Ian Jameson American Capital Advisory, LLC | 200 | $9,890.35 | $11,548 | $1,657.65 | 16.76% |
Michael Stringer Lane & Associates LLC | 5,257 | $259,063.29 | $303,539.18 | $44,475.89 | 17.17% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 25,528 | $1.71M | $1.47M | -$235,874.3 | -13.79% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 7,780 | $492,430.59 | $449,217.2 | -$43,213.39 | -8.78% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 7,508 | $508,216.55 | $425,553.44 | -$82,663.11 | -16.27% |
Kevyn Hill Hilltop National Bank | 18,875 | $1.05M | $1.09M | $34,847.83 | 3.3% |
Richard Crinion Mediolanum International Funds Ltd | 117,325 | $7.06M | $6.77M | -$289,895.72 | -4.1% |