| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CY Cathy Yasui Central Pacific Bank - Trust Division | 657 | $308,302.92 | $334,261.88 | $25,958.96 | 8.42% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 810 | $383,107.87 | $410,678.11 | $27,570.24 | 7.2% |
James J. Karabas Embree Financial Group | 558 | $275,376.26 | $283,893.65 | $8,517.39 | 3.09% |
Brian Krause Cascade Financial Partners, LLC | 827 | $380,445.55 | $420,752.78 | $40,307.23 | 10.59% |
Janice M. Powell Diversify Advisory Services, LLC | 973 | $452,441.87 | $495,033.2 | $42,591.33 | 9.41% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 489 | $238,027.4 | $247,927.89 | $9,900.49 | 4.16% |
David W. Marrazzo Guardian Asset Advisors, LLC | 501 | $229,973.97 | $254,893.76 | $24,919.79 | 10.84% |
Kevyn Hill Hilltop National Bank | 1,689 | $769,144.47 | $859,312.51 | $90,168.04 | 11.72% |
Taylor Faw Strathmore Capital Advisors, Inc. | 1,058 | $490,663.61 | $536,416.59 | $45,752.98 | 9.32% |
Brady Green GGM Financials LLC | 961 | $479,911.09 | $486,780.13 | $6,869.04 | 1.43% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 692 | $389,289.4 | $350,522.22 | -$38,767.18 | -9.96% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 18,037 | $8.7M | $9.19M | $489,388.06 | 5.62% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 842 | $420,756.96 | $416,343.74 | -$4,413.22 | -1.05% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 751 | $336,571.79 | $380,407.78 | $43,835.99 | 13.02% |
Adam Stalnaker Rockport Wealth LLC | 396 | $239,339 | $200,587.86 | -$38,751.14 | -16.19% |
Joe Miller Miller Financial Services LLC | 510 | $247,828.98 | $258,332.85 | $10,503.87 | 4.24% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 1,973 | $963,098.38 | $974,050.37 | $10,951.99 | 1.14% |
Kevin Galvin Hopwood Financial Services, Inc. | 473 | $229,906.48 | $239,591.05 | $9,684.57 | 4.21% |
| HAS Hayley A. Snell LRI Investments, LLC | 3,022 | $1.54M | $1.54M | $2,523.29 | 0.16% |
Kelly Financial Services LLC Kelly Financial Services LLC | 1,271 | $572,718.35 | $643,805.98 | $71,087.63 | 12.41% |