| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joel W. Lake Capstone Wealth Management, LLC | 1,867 | $273,609 | $242,467.29 | -$31,141.71 | -11.38% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 27,316 | $4.45M | $3.55M | -$898,953.22 | -20.22% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 3,758 | $633,836.26 | $542,617.62 | -$91,218.64 | -14.39% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 9,144 | $1.34M | $1.19M | -$152,521.72 | -11.38% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 19,922 | $2.84M | $2.88M | $43,563.1 | 1.53% |
James J. Karabas Embree Financial Group | 3,219 | $435,065.23 | $418,051.53 | -$17,013.7 | -3.91% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 4,882 | $679,924.81 | $748,312.96 | $68,388.15 | 10.06% |
Brian Krause Cascade Financial Partners, LLC | 2,285 | $489,754.84 | $296,752.95 | -$193,001.89 | -39.41% |
Janice M. Powell Diversify Advisory Services, LLC | 166,642 | $26.14M | $24.49M | -$1.65M | -6.33% |
Jean-Francois Gonnet Sienna Gestion | 46,053 | $8.76M | $7.06M | -$1.7M | -19.42% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 1,586 | $264,225.37 | $205,973.82 | -$58,251.55 | -22.05% |
Kevyn Hill Hilltop National Bank | 9,145 | $2M | $1.19M | -$807,470.17 | -40.47% |
Taylor Faw Strathmore Capital Advisors, Inc. | 6,516 | $1.42M | $957,461.04 | -$467,132.04 | -32.79% |
Brady Green GGM Financials LLC | 1,066 | $258,931.12 | $138,441.42 | -$120,489.7 | -46.53% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 3,227 | $517,559.09 | $494,634.56 | -$22,924.53 | -4.43% |
Richard Crinion Mediolanum International Funds Ltd | 267,351 | $42.11M | $34.72M | -$7.39M | -17.54% |
Daniel Pettway Councilmark Asset Management, LLC | 26,691 | $3.36M | $3.88M | $525,795.65 | 15.66% |
Mitchell Pletcher Concord Investment Counsel Inc. | 1,318 | $165,553.96 | $202,023.04 | $36,469.08 | 22.03% |
CLINE REASOR Gratus Wealth Advisors, LLC | 10,815 | $1.6M | $1.4M | -$190,587.39 | -11.95% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 7,680 | $1.32M | $1.13M | -$193,576.82 | -14.64% |