| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 6,364 | $999,247.05 | $1.91M | $908,043.75 | 90.87% |
Darin Pilacinski True Vision MN LLC | 16,478 | $3.71M | $4.93M | $1.23M | 33.05% |
Philip Smith SWP FINANCIAL LLC | 10,288 | $2.39M | $3.07M | $678,885.13 | 28.38% |
Michael Bailey MGB Wealth Management, LLC | 3,754 | $872,040.91 | $1.11M | $238,392.29 | 27.34% |
David Quinn Pine Harbor Wealth Management, LLC | 781 | $267,750 | $235,549.6 | -$32,200.4 | -12.03% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 786 | $195,308.89 | $232,868.22 | $37,559.33 | 19.23% |
Robert Santos Arrowroot Family Office, LLC | 1,749 | $259,260.37 | $522,155.2 | $262,894.83 | 101.4% |
Kayla Tweedy JBR Co Financial Management Inc | 1,357 | $256,474.69 | $404,643.83 | $148,169.14 | 57.77% |
Ian Jameson American Capital Advisory, LLC | 578 | $139,691.41 | $172,538.78 | $32,847.37 | 23.51% |
| AFS Anderson Financial Strategies LLC Anderson Financial Strategies, LLC | 8,296 | $2M | $2.44M | $435,899.69 | 21.74% |
Mark Weiskind Fairway Wealth LLC | 106 | $36,340 | $31,395.08 | -$4,944.92 | -13.61% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 8,225 | $2.4M | $2.48M | $82,286.5 | 3.43% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 97 | $18,902.38 | $28,404.51 | $9,502.13 | 50.27% |
Bray Creech Joel Adams & Associates, Inc. | 2,439 | $509,171.09 | $728,797.59 | $219,626.5 | 43.13% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 929 | $222,950.71 | $274,482.34 | $51,531.63 | 23.11% |
Janice M. Powell Diversify Advisory Services, LLC | 25,522 | $8.75M | $7.62M | -$1.13M | -12.88% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,701 | $255,594.94 | $512,919.54 | $257,324.6 | 100.68% |
Andrew M. Price BRIGHT FINANCIAL ADVISORS, INC. | 11,548 | $2.25M | $3.45M | $1.2M | 53.31% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 1,031 | $213,335 | $310,258.83 | $96,923.83 | 45.43% |
Venkatram Krishnamurthy V2 Financial group LLC | 2,439 | $387,202.14 | $735,456.08 | $348,253.94 | 89.94% |