| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 7,592 | $467,435.04 | $563,402.32 | $95,967.28 | 20.53% |
Kyle Jones Pineridge Advisors LLC | 665 | $30,185.66 | $49,349.65 | $19,163.99 | 63.49% |
Jay S. Arce Taylor Financial Group, Inc. | 6,288 | $256,647.79 | $466,632.48 | $209,984.69 | 81.82% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 13,289 | $754,012.46 | $986,176.69 | $232,164.23 | 30.79% |
Ashley Meredith Abel Hall, LLC | 8,255 | $475,983.45 | $616,318.3 | $140,334.85 | 29.48% |
| CI CacheTech Inc. CacheTech Inc. | 4,844 | $287,546.88 | $359,473.24 | $71,926.36 | 25.01% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 500 | $21,995.5 | $37,105 | $15,109.5 | 68.69% |
Erik Roemer GERBER, LLC | 11,296 | $578,036.91 | $838,276.16 | $260,239.25 | 45.02% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 5,009 | $297,336.83 | $371,717.89 | $74,381.06 | 25.02% |
Douglas E. Morisoli Fairman Group, LLC | 548 | $28,116.5 | $40,667.08 | $12,550.58 | 44.64% |
| WL Wealthcollab LLC WealthCollab, LLC | 236 | $13,951.15 | $17,513.56 | $3,562.41 | 25.53% |
Kayla Tweedy JBR Co Financial Management Inc | 5,393 | $388,026 | $400,214.53 | $12,188.53 | 3.14% |
Ian Jameson American Capital Advisory, LLC | 4,982 | $233,869.23 | $371,956.12 | $138,086.89 | 59.04% |
Michael Stringer Lane & Associates LLC | 5,963 | $273,587.16 | $442,514.23 | $168,927.07 | 61.75% |
David Maxey Heritage Family Offices, LLP | 9,128 | $449,500.61 | $677,388.88 | $227,888.27 | 50.7% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 60,078 | $3.16M | $4.46M | $1.29M | 40.91% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 640 | $33,305.54 | $47,494.4 | $14,188.86 | 42.6% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 40,219 | $1.88M | $2.98M | $1.1M | 58.36% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 3,711 | $221,146.65 | $275,393.31 | $54,246.66 | 24.53% |
Brian Krause Cascade Financial Partners, LLC | 18,038 | $1.01M | $1.34M | $329,095.83 | 32.6% |