| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 120 | $10,944 | $8,961.6 | -$1,982.4 | -18.11% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 12,435 | $814,960.76 | $930,138 | $115,177.24 | 14.13% |
Alan Gilmore Private Wealth Management Group, LLC | 43 | $3,546.78 | $3,193.18 | -$353.6 | -9.97% |
David P. Cushing nVerses Capital, LLC | 2,659 | $242,500 | $200,594.96 | -$41,905.04 | -17.28% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 106 | $6,806.39 | $8,025.26 | $1,218.87 | 17.91% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 63,020 | $5.44M | $4.68M | -$762,688.83 | -14.01% |
| FTM F. Thomas Mosley Mosley Wealth Management | 2 | $129 | $147.7 | $18.7 | 14.5% |
Kevin Kuhn Kuhn & Co Investment Counsel | 5,491 | $480,500.78 | $413,142.84 | -$67,357.94 | -14.02% |
| STY Samer T. Yaghnam Unisphere Establishment | 171,500 | $11.08M | $12.47M | $1.39M | 12.58% |
Jay S. Arce Taylor Financial Group, Inc. | 21,616 | $1.95M | $1.59M | -$360,548.63 | -18.5% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 35,813 | $2.43M | $2.73M | $302,190.03 | 12.46% |
Kelly Harris Glass Wealth Management Co LLC | 6,842 | $590,989.17 | $503,092.26 | -$87,896.91 | -14.87% |
| WL Wealthcollab LLC WealthCollab, LLC | 51 | $4,572.33 | $3,745.95 | -$826.38 | -18.07% |
Ian Jameson American Capital Advisory, LLC | 21 | $1,405.8 | $1,526.91 | $121.11 | 8.62% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 2,853 | $183,101.52 | $212,020.69 | $28,919.17 | 15.79% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,500 | $228,000 | $185,650 | -$42,350 | -18.57% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 29,584 | $1.69M | $2.19M | $495,039.01 | 29.26% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 5,575 | $385,930.23 | $425,456.12 | $39,525.89 | 10.24% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 6,201 | $360,333.01 | $454,905.36 | $94,572.35 | 26.25% |
Kevyn Hill Hilltop National Bank | 3,584 | $231,562.27 | $266,255.36 | $34,693.09 | 14.98% |