| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brad Sayre Shared Vision Wealth Group LLC | 11,666 | $1.05M | $1.19M | $148,720.98 | 14.22% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 254 | $20,345 | $26,047.7 | $5,702.7 | 28.03% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 35,529 | $2.75M | $3.63M | $884,933.35 | 32.18% |
Matthew Stead Sachetta, LLC | 55 | $4,890.47 | $5,657.3 | $766.83 | 15.68% |
Chandler te Velde Maia Wealth LLC | 2,770 | $221,877 | $284,063.5 | $62,186.5 | 28.03% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 4,337 | $257,645 | $443,631.73 | $185,986.73 | 72.19% |
Alan Gilmore Private Wealth Management Group, LLC | 602 | $40,975.49 | $61,590.62 | $20,615.13 | 50.31% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3,797 | $258,496.42 | $387,787.61 | $129,291.19 | 50.02% |
Michael Stringer Lane & Associates LLC | 14,023 | $610,402.79 | $1.43M | $822,325.72 | 134.72% |
Mark Weiskind Fairway Wealth LLC | 144 | $13,162 | $14,706.72 | $1,544.72 | 11.74% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 160 | $10,321.91 | $16,328.8 | $6,006.89 | 58.2% |
Kevyn Hill Hilltop National Bank | 16,360 | $1.05M | $1.67M | $616,035.8 | 58.47% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 94 | $8,012 | $9,593.17 | $1,581.17 | 19.74% |
| HAS Hayley A. Snell LRI Investments, LLC | 289 | $19,599 | $29,108.08 | $9,509.08 | 48.52% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 150 | $12,737 | $15,308.25 | $2,571.25 | 20.19% |
Nathan White Paragon Capital Management Inc. | 10,498 | $685,433.28 | $1.07M | $380,586.13 | 55.52% |
Matthew Riley Hickory Point Bank & Trust | 1,450 | $123,120 | $145,652.5 | $22,532.5 | 18.3% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 468,223 | $41.61M | $47.67M | $6.06M | 14.56% |
| BCF Bryan Charles Foronjy Foronjy Financial LLC | 3,037 | $247,035.32 | $308,392.16 | $61,356.84 | 24.84% |
| AJP Aaron J. Plautz Principia Wealth Advisory LLC | 2,921 | $233,972.16 | $290,639.5 | $56,667.34 | 24.22% |