| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Distler Lakeridge Wealth Management LLC | 439 | $232,065.89 | $238,728.2 | $6,662.31 | 2.87% |
Kyle Jones Pineridge Advisors LLC | 2 | $1,000 | $1,084.42 | $84.42 | 8.44% |
| CI CacheTech Inc. CacheTech Inc. | 4,679 | $2.82M | $2.54M | -$276,962.52 | -9.82% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 608 | $286,442.73 | $330,259.52 | $43,816.79 | 15.3% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,008 | $473,044 | $546,446.88 | $73,402.88 | 15.52% |
Fox Hill Wealth Management Fox Hill Wealth Management | 4,157 | $2.14M | $2.26M | $122,501.25 | 5.73% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 1,477 | $726,032.77 | $800,844.17 | $74,811.4 | 10.3% |
Kelly Harris Glass Wealth Management Co LLC | 9,344 | $4.65M | $5.07M | $417,213.18 | 8.98% |
Ian Jameson American Capital Advisory, LLC | 2,443 | $1.23M | $1.32M | $90,864.16 | 7.37% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 1,741 | $878,534.64 | $943,813.51 | $65,278.87 | 7.43% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,910 | $1.02M | $1.04M | $22,731.15 | 2.24% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 71 | $31,988.25 | $38,489.81 | $6,501.56 | 20.32% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 3,691 | $1.74M | $2.01M | $264,463.34 | 15.18% |
James J. Karabas Embree Financial Group | 405 | $246,804.43 | $219,554.55 | -$27,249.88 | -11.04% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 311 | $189,498.55 | $168,596.21 | -$20,902.34 | -11.03% |
Kevyn Hill Hilltop National Bank | 174 | $94,468.77 | $94,344.54 | -$124.23 | -0.13% |
Richard Crinion Mediolanum International Funds Ltd | 8,235 | $4.97M | $4.47M | -$505,880.33 | -10.18% |
Joshua Vandenberg Prairie Wealth Advisors, Inc. | 2,985 | $1.43M | $1.62M | $185,939.27 | 12.98% |
| HAS Hayley A. Snell LRI Investments, LLC | 811 | $408,265.75 | $439,651.21 | $31,385.46 | 7.69% |
Michael Dziura Westfuller Advisors, LLC | 31 | $19,121 | $16,808.51 | -$2,312.49 | -12.09% |