| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 2,423 | $255,045 | $278,160.4 | $23,115.4 | 9.06% |
Mark Weiskind Fairway Wealth LLC | 93 | $9,789 | $10,676.4 | $887.4 | 9.06% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 969 | $104,151.5 | $111,241.2 | $7,089.7 | 6.81% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 4,617 | $452,785.21 | $530,031.6 | $77,246.39 | 17.06% |
James J. Karabas Embree Financial Group | 4,917 | $503,182.31 | $564,471.6 | $61,289.29 | 12.18% |
Kevyn Hill Hilltop National Bank | 10,400 | $1.28M | $1.19M | -$82,035.5 | -6.43% |
Taylor Faw Strathmore Capital Advisors, Inc. | 5,513 | $439,123.66 | $632,892.4 | $193,768.74 | 44.13% |
Brady Green GGM Financials LLC | 1,603 | $135,245.35 | $184,024.4 | $48,779.05 | 36.07% |
Gillian Curran Prospect Financial Group LLC | 2,623 | $257,110.37 | $301,120.4 | $44,010.03 | 17.12% |
Richard Crinion Mediolanum International Funds Ltd | 513,788 | $48.12M | $58.98M | $10.87M | 22.58% |
CLINE REASOR Gratus Wealth Advisors, LLC | 9,317 | $1.06M | $1.07M | $13,251.35 | 1.25% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 2,175 | $250,024.09 | $249,690 | -$334.09 | -0.13% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 4,325 | $386,010.38 | $496,510 | $110,499.62 | 28.63% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 5,814 | $757,766.19 | $667,447.2 | -$90,318.99 | -11.92% |
| HAS Hayley A. Snell LRI Investments, LLC | 13,242 | $1.49M | $1.52M | $30,765.77 | 2.07% |
David Millar Gen-Wealth Partners Inc | 22,083 | $2.43M | $2.54M | $108,460.29 | 4.47% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 4,106 | $447,534.97 | $471,368.8 | $23,833.83 | 5.33% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 34,331 | $3.12M | $3.94M | $820,584.36 | 26.3% |
Michael Dziura Westfuller Advisors, LLC | 3,007 | $254,780.82 | $345,203.6 | $90,422.78 | 35.49% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 246 | $25,894.2 | $28,240.8 | $2,346.6 | 9.06% |