| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Fox Hill Wealth Management Fox Hill Wealth Management | 1,088 | $503,939.16 | $915,432.33 | $411,493.17 | 81.66% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 352 | $304,606.72 | $296,169.28 | -$8,437.44 | -2.77% |
Columbia Bank Columbia Bank | 752 | $535,083.55 | $632,725.29 | $97,641.74 | 18.25% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 31,200 | $18.32M | $26.25M | $7.93M | 43.31% |
| WL Wealthcollab LLC WealthCollab, LLC | 4 | $1,852 | $3,365.56 | $1,513.56 | 81.73% |
Ian Jameson American Capital Advisory, LLC | 38 | $25,973.45 | $31,972.82 | $5,999.37 | 23.1% |
David Maxey Heritage Family Offices, LLP | 1,733 | $1.01M | $1.46M | $443,816.35 | 43.76% |
Mark Weiskind Fairway Wealth LLC | 13 | $8,749 | $10,938.07 | $2,189.07 | 25.02% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 8,827 | $5.84M | $7.43M | $1.58M | 27.13% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 23 | $13,358.6 | $19,351.97 | $5,993.37 | 44.87% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 3,521 | $2.4M | $2.96M | $564,683.91 | 23.55% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 2,495 | $1.72M | $2.1M | $380,062.78 | 22.11% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 634 | $547,376 | $533,441.27 | -$13,934.73 | -2.55% |
Janice M. Powell Diversify Advisory Services, LLC | 322 | $242,563.89 | $270,927.58 | $28,363.69 | 11.69% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 434 | $334,655.27 | $365,163.26 | $30,507.99 | 9.12% |
Kevyn Hill Hilltop National Bank | 1,548 | $865,944.33 | $1.3M | $436,527.41 | 50.41% |
Michael D. Kim Marathon Strategic Advisors, LLC | 561 | $319,719.96 | $472,019.8 | $152,299.84 | 47.64% |
Brady Green GGM Financials LLC | 142 | $119,818.15 | $119,477.38 | -$340.77 | -0.28% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 810 | $436,551.02 | $681,525.91 | $244,974.89 | 56.12% |
Richard Crinion Mediolanum International Funds Ltd | 23,625 | $15.78M | $19.88M | $4.09M | 25.95% |