| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Santos Arrowroot Family Office, LLC | 3,163 | $392,911.43 | $257,847.76 | -$135,063.67 | -34.37% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,476 | $78,422.77 | $120,323.52 | $41,900.75 | 53.43% |
Kayla Tweedy JBR Co Financial Management Inc | 4,075 | $214,438.76 | $332,194 | $117,755.24 | 54.91% |
Ian Jameson American Capital Advisory, LLC | 13,990 | $998,678.95 | $1.14M | $141,785.85 | 14.2% |
Chris M. Frantz Catalina Capital Group, LLC | 9,000 | $586,066.93 | $733,680 | $147,613.07 | 25.19% |
Richard Zipkis Granite Group Advisors, LLC | 2,400 | $132,488.1 | $195,648 | $63,159.9 | 47.67% |
Jeremy Wallace Wallace Hart LLC | 5,392 | $535,053.37 | $439,555.84 | -$95,497.53 | -17.85% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 3,913 | $290,095.47 | $318,987.76 | $28,892.29 | 9.96% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 5,493 | $379,509.43 | $447,789.36 | $68,279.93 | 17.99% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 9,375 | $1.1M | $764,250 | -$339,226.78 | -30.74% |
Mark Weiskind Fairway Wealth LLC | 2,270 | $130,590.25 | $185,050.4 | $54,460.15 | 41.7% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 2,040 | $215,768.88 | $166,300.8 | -$49,468.08 | -22.93% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 18,035 | $2.01M | $1.47M | -$539,668.29 | -26.85% |
James J. Karabas Embree Financial Group | 7,246 | $528,144.74 | $590,693.92 | $62,549.18 | 11.84% |
Kevyn Hill Hilltop National Bank | 37,808 | $2.61M | $3.08M | $470,529.83 | 18.02% |
Richard Crinion Mediolanum International Funds Ltd | 921,355 | $81.17M | $75.11M | -$6.06M | -7.46% |
CLINE REASOR Gratus Wealth Advisors, LLC | 15,206 | $935,185.66 | $1.24M | $304,407.46 | 32.55% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 17,561 | $1.41M | $1.43M | $18,792.66 | 1.33% |
Andrew M. Price BRIGHT FINANCIAL ADVISORS, INC. | 2,256 | $210,685.83 | $183,909.12 | -$26,776.71 | -12.71% |
Joshua Vandenberg Prairie Wealth Advisors, Inc. | 10,220 | $620,691.26 | $833,134.4 | $212,443.14 | 34.23% |