| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ruth Thortvedt Financial Network Wealth Advisors LLC | 25 | $542 | $504.75 | -$37.25 | -6.87% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 12 | $202 | $246.9 | $44.9 | 22.23% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 4,200 | $70,644 | $84,798 | $14,154 | 20.04% |
Janice M. Powell Diversify Advisory Services, LLC | 17,560 | $380,700.8 | $364,370 | -$16,330.8 | -4.29% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 231 | $3,981.87 | $4,753.98 | $772.11 | 19.39% |
| HAS Hayley A. Snell LRI Investments, LLC | 13 | $281.84 | $267.54 | -$14.3 | -5.07% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 17,560 | $380,700.8 | $363,755.4 | -$16,945.4 | -4.45% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1 | $16.82 | $20.22 | $3.4 | 20.21% |
Infinitum Asset Management LLC Infinitum Asset Management LLC | 370,000 | $5.51M | $7.46M | $1.96M | 35.51% |
Matthew Francis Dean Evelyn Partners Investment Management (Europe) Ltd. | 985 | $14,913 | $20,369.8 | $5,456.8 | 36.59% |