| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CI CacheTech Inc. CacheTech Inc. | 10,754 | $712,771.22 | $769,556.24 | $56,785.02 | 7.97% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 500 | $21,995.5 | $36,565 | $14,569.5 | 66.24% |
Erik Roemer GERBER, LLC | 11,298 | $578,180.81 | $834,696.24 | $256,515.43 | 44.37% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 8,892 | $639,779 | $654,984.72 | $15,205.72 | 2.38% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 5,080 | $302,637.31 | $363,524.8 | $60,887.49 | 20.12% |
Douglas E. Morisoli Fairman Group, LLC | 556 | $28,700.96 | $40,660.28 | $11,959.32 | 41.67% |
| WL Wealthcollab LLC WealthCollab, LLC | 534 | $35,392.64 | $39,353.13 | $3,960.49 | 11.19% |
Kayla Tweedy JBR Co Financial Management Inc | 5,393 | $388,026 | $394,524.91 | $6,498.91 | 1.67% |
Ian Jameson American Capital Advisory, LLC | 4,119 | $199,055.66 | $304,188.15 | $105,132.49 | 52.82% |
Michael Stringer Lane & Associates LLC | 5,963 | $273,587.16 | $440,367.55 | $166,780.39 | 60.96% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 5,633 | $411,371 | $403,097.48 | -$8,273.52 | -2.01% |
David Maxey Heritage Family Offices, LLP | 9,867 | $502,672.51 | $721,573.71 | $218,901.2 | 43.55% |
Mark Weiskind Fairway Wealth LLC | 15 | $1,079 | $1,073.4 | -$5.6 | -0.52% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 60,458 | $3.19M | $4.46M | $1.27M | 39.89% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 640 | $33,305.54 | $46,803.2 | $13,497.66 | 40.53% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 35,786 | $1.69M | $2.64M | $943,632.92 | 55.73% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 5,342 | $338,497.13 | $382,273.52 | $43,776.39 | 12.93% |
Brian Krause Cascade Financial Partners, LLC | 6,351 | $366,188.85 | $464,448.63 | $98,259.78 | 26.83% |
Janice M. Powell Diversify Advisory Services, LLC | 92,376 | $6.53M | $6.82M | $291,753.67 | 4.47% |
Kevyn Hill Hilltop National Bank | 13,087 | $587,605.44 | $966,932.99 | $379,327.55 | 64.55% |