| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 6,337 | $600,811.46 | $523,341.14 | -$77,470.32 | -12.89% |
Ashley Meredith Abel Hall, LLC | 6,010 | $520,767 | $500,572.9 | -$20,194.1 | -3.88% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 14,872 | $1.23M | $1.24M | $3,504.87 | 0.28% |
Douglas E. Morisoli Fairman Group, LLC | 10 | $830.83 | $832 | $1.17 | 0.14% |
Donald O. Dempster DLK Investment Management, LLC | 48,481 | $4.12M | $4.01M | -$111,600.58 | -2.71% |
Columbia Bank Columbia Bank | 2,645 | $227,805.54 | $220,064 | -$7,741.54 | -3.4% |
| WL Wealthcollab LLC WealthCollab, LLC | 788 | $66,469.31 | $65,632.52 | -$836.79 | -1.26% |
Ian Jameson American Capital Advisory, LLC | 52 | $4,719.66 | $4,331.08 | -$388.58 | -8.23% |
Richard Zipkis Granite Group Advisors, LLC | 31,547 | $2.69M | $2.61M | -$79,746.43 | -2.97% |
David Maxey Heritage Family Offices, LLP | 5,723 | $454,943.75 | $476,153.6 | $21,209.85 | 4.66% |
Mark Weiskind Fairway Wealth LLC | 664 | $57,883.93 | $54,926.08 | -$2,957.85 | -5.11% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 30,548 | $2.63M | $2.54M | -$84,449.07 | -3.22% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 2,418 | $209,238.24 | $201,177.6 | -$8,060.64 | -3.85% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 4,333 | $394,017.01 | $358,425.76 | -$35,591.25 | -9.03% |
Janice M. Powell Diversify Advisory Services, LLC | 3,421 | $325,820.56 | $284,627.2 | -$41,193.36 | -12.64% |
Kevyn Hill Hilltop National Bank | 16,452 | $1.38M | $1.37M | -$7,448.56 | -0.54% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 27,901 | $2.43M | $2.3M | -$124,494.57 | -5.13% |
Richard Crinion Mediolanum International Funds Ltd | 199,291 | $19.23M | $16.46M | -$2.77M | -14.4% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 3,431 | $285,199.06 | $283,331.98 | -$1,867.08 | -0.65% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 420,905 | $37.41M | $35.06M | -$2.36M | -6.29% |