| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Corey Saft Sivia Capital Partners, LLC | 3,184 | $317,922.46 | $298,372.64 | -$19,549.82 | -6.15% |
Angela Pompian Sunpointe, LLC | 27,885 | $1.96M | $2.61M | $656,947.07 | 33.58% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 19,805 | $1.29M | $1.86M | $570,186.72 | 44.35% |
Kyle Jones Pineridge Advisors LLC | 14 | $579 | $1,311.94 | $732.94 | 126.59% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,044 | $321,708.1 | $356,939.44 | $35,231.34 | 10.95% |
Ashley Meredith Abel Hall, LLC | 3,004 | $299,971.67 | $281,504.84 | -$18,466.83 | -6.16% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 415 | $28,702.98 | $38,889.65 | $10,186.67 | 35.49% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 4,597 | $395,111.82 | $430,784.87 | $35,673.05 | 9.03% |
Kelly Harris Glass Wealth Management Co LLC | 101,314 | $4.57M | $9.49M | $4.93M | 107.86% |
| WL Wealthcollab LLC WealthCollab, LLC | 19 | $1,897.32 | $2,227.94 | $330.62 | 17.43% |
| JEN Jay Eliot Newby Hancock Prospecting Pty Ltd | 190,000 | $20.57M | $22.37M | $1.81M | 8.79% |
Ian Jameson American Capital Advisory, LLC | 40 | $3,332.58 | $3,748.4 | $415.82 | 12.48% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 8,485 | $828,765.02 | $795,129.35 | -$33,635.67 | -4.06% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 8,675 | $386,476.21 | $812,934.25 | $426,458.04 | 110.35% |
Janice M. Powell Diversify Advisory Services, LLC | 26,537 | $2.48M | $3.11M | $631,300.62 | 25.45% |
Jean-Francois Gonnet Sienna Gestion | 59,806 | $5.4M | $6.83M | $1.43M | 26.41% |
Kevyn Hill Hilltop National Bank | 13,657 | $572,868.7 | $1.28M | $706,928.77 | 123.4% |
Richard Crinion Mediolanum International Funds Ltd | 318,978 | $28.68M | $29.89M | $1.21M | 4.23% |
Michael Souza Koa Wealth Management, LLC | 39,258 | $1.75M | $3.68M | $1.93M | 110.62% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 4,192 | $391,533 | $491,553.92 | $100,020.92 | 25.55% |