| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Scharosch 1248 Management, LLC | 50 | $8,732 | $8,365.25 | -$366.75 | -4.2% |
Margaret Nickens Elm3 Financial Group, LLC | 3,057 | $517,734 | $511,451.38 | -$6,282.62 | -1.21% |
Alan Gilmore Private Wealth Management Group, LLC | 2 | $181 | $330.88 | $149.88 | 82.81% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 18,786 | $1.83M | $3.11M | $1.27M | 69.52% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1 | $174 | $165.54 | -$8.46 | -4.86% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,699 | $144,636 | $281,694.2 | $137,058.2 | 94.76% |
Corey Saft Sivia Capital Partners, LLC | 2,861 | $390,783.78 | $471,807.51 | $81,023.73 | 20.73% |
Patrick Gaul Oceanside Advisors LLC | 3,803 | $326,333.04 | $624,300.48 | $297,967.44 | 91.31% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 10,031 | $1.04M | $1.68M | $636,158.2 | 60.98% |
Ashley Meredith Abel Hall, LLC | 2,260 | $315,430.43 | $370,527 | $55,096.57 | 17.47% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,350 | $234,684 | $224,484.75 | -$10,199.25 | -4.35% |
Ian Jameson American Capital Advisory, LLC | 19 | $2,706.82 | $3,124.07 | $417.25 | 15.41% |
Joel W. Lake Capstone Wealth Management, LLC | 1,555 | $270,321 | $260,338.1 | -$9,982.9 | -3.69% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 2,201 | $189,607.54 | $364,551.63 | $174,944.09 | 92.27% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 4,400 | $457,456 | $725,186 | $267,730 | 58.53% |
Jean-Francois Gonnet Sienna Gestion | 5,914 | $1.05M | $990,181.02 | -$55,782.98 | -5.33% |
Richard Crinion Mediolanum International Funds Ltd | 6,733 | $1.18M | $1.11M | -$63,828.81 | -5.42% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 17,411 | $2.01M | $2.88M | $872,036.64 | 43.42% |
Adam Stalnaker Rockport Wealth LLC | 1,557 | $197,412.16 | $257,434.38 | $60,022.22 | 30.4% |
| HAS Hayley A. Snell LRI Investments, LLC | 2,011 | $181,972.24 | $332,699.84 | $150,727.6 | 82.83% |