| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alana Parm MORTON COMMUNITY BANK | 50,607 | $4.3M | $4.09M | -$211,824.37 | -4.93% |
Ryan M Palmer Optimist Retirement Group LLC | 3,216 | $272,082 | $259,627.68 | -$12,454.32 | -4.58% |
Corey Saft Sivia Capital Partners, LLC | 18,014 | $1.42M | $1.44M | $17,731.48 | 1.25% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 12,911 | $1.13M | $1.05M | -$81,984.56 | -7.25% |
Douglas E. Morisoli Fairman Group, LLC | 66 | $5,382 | $5,301.45 | -$80.55 | -1.5% |
| WL Wealthcollab LLC WealthCollab, LLC | 147 | $12,717.78 | $11,752.65 | -$965.13 | -7.59% |
Ian Jameson American Capital Advisory, LLC | 9,034 | $854,266.91 | $724,797.82 | -$129,469.09 | -15.16% |
| AFS Anderson Financial Strategies LLC Anderson Financial Strategies, LLC | 22,375 | $1.63M | $1.8M | $168,931.25 | 10.37% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 19,795 | $1.6M | $1.6M | -$5,275.01 | -0.33% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 119 | $8,666.77 | $9,555.7 | $888.93 | 10.26% |
Janice M. Powell Diversify Advisory Services, LLC | 3,780 | $275,297.4 | $302,815.8 | $27,518.4 | 10% |
Jean-Francois Gonnet Sienna Gestion | 10,791 | $806,683 | $876,984.57 | $70,301.57 | 8.71% |
Kevyn Hill Hilltop National Bank | 5,052 | $448,451.71 | $405,852.42 | -$42,599.29 | -9.5% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 30,368 | $2.69M | $2.44M | -$257,776.28 | -9.57% |
Daniel Pettway Councilmark Asset Management, LLC | 10,106 | $814,455.65 | $809,793.78 | -$4,661.87 | -0.57% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 17,220 | $1.37M | $1.39M | $15,461.18 | 1.12% |
Todd Lunsford International Private Wealth Advisors LLC | 3,980 | $350,590.14 | $324,389.9 | -$26,200.24 | -7.47% |
DAVID REICHERT Atlatl Advisers LLC | 153 | $11,143 | $12,225.46 | $1,082.46 | 9.71% |
Daphne Bullock Passumpsic Savings Bank | 2,834 | $228,833 | $227,102.59 | -$1,730.41 | -0.76% |
| HAS Hayley A. Snell LRI Investments, LLC | 2,407 | $207,022.13 | $194,293.04 | -$12,729.09 | -6.15% |