| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ruth Thortvedt Financial Network Wealth Advisors LLC | 204 | $34,079.13 | $64,559.88 | $30,480.75 | 89.44% |
Angela Pompian Sunpointe, LLC | 1,402 | $250,125.58 | $443,690.94 | $193,565.36 | 77.39% |
D. Garet Strange Hobbs Group Advisors, LLC | 804 | $205,667 | $279,993 | $74,326 | 36.14% |
Michael Koch Counterweight Ventures, LLC | 1,887 | $312,596.43 | $597,178.89 | $284,582.46 | 91.04% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,426 | $353,635.88 | $456,776.32 | $103,140.44 | 29.17% |
Ashley Meredith Abel Hall, LLC | 1,317 | $321,704.92 | $416,790.99 | $95,086.07 | 29.56% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 120 | $20,118.33 | $37,976.4 | $17,858.07 | 88.77% |
Michael Bailey MGB Wealth Management, LLC | 15,485 | $2.34M | $4.9M | $2.56M | 109.57% |
| WL Wealthcollab LLC WealthCollab, LLC | 17 | $2,523 | $5,445.44 | $2,922.44 | 115.83% |
Ian Jameson American Capital Advisory, LLC | 14 | $2,862.76 | $4,430.58 | $1,567.82 | 54.77% |
Chris M. Frantz Catalina Capital Group, LLC | 1,593 | $291,775.56 | $504,136.71 | $212,361.15 | 72.78% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 9,036 | $1.88M | $3.21M | $1.33M | 70.74% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,103 | $269,429.42 | $349,066.41 | $79,636.99 | 29.56% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 8 | $1,301.05 | $2,382 | $1,080.95 | 83.08% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 580 | $112,955.33 | $183,552.6 | $70,597.27 | 62.5% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 2,836 | $576,848.09 | $844,419 | $267,570.91 | 46.38% |
James J. Karabas Embree Financial Group | 1,068 | $260,954.3 | $337,989.96 | $77,035.66 | 29.52% |
Janice M. Powell Diversify Advisory Services, LLC | 6,766 | $1.73M | $2.17M | $437,421.9 | 25.29% |
Jean-Francois Gonnet Sienna Gestion | 3,292 | $862,877 | $1.15M | $283,562 | 32.86% |
Kevyn Hill Hilltop National Bank | 1,411 | $278,685.01 | $446,539.17 | $167,854.16 | 60.23% |