| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 12 | $1,346 | $1,402.08 | $56.08 | 4.17% |
Angela Pompian Sunpointe, LLC | 6,168 | $694,476.54 | $720,669.12 | $26,192.58 | 3.77% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 2,319 | $228,027 | $270,951.96 | $42,924.96 | 18.82% |
Kyle Jones Pineridge Advisors LLC | 76 | $9,355.61 | $8,879.84 | -$475.77 | -5.09% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 3,911 | $360,282 | $456,961.24 | $96,679.24 | 26.83% |
Jay S. Arce Taylor Financial Group, Inc. | 6,207 | $739,315.97 | $725,225.88 | -$14,090.09 | -1.91% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,181 | $214,457.73 | $264,293.58 | $49,835.85 | 23.24% |
Ashley Meredith Abel Hall, LLC | 5,765 | $566,872 | $673,582.6 | $106,710.6 | 18.82% |
Cornelius T. McDonald III Wealth Group, Ltd. | 3,702 | $364,017.66 | $432,541.68 | $68,524.02 | 18.82% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 3,659 | $359,789 | $427,517.56 | $67,728.56 | 18.82% |
| WL Wealthcollab LLC WealthCollab, LLC | 13 | $1,549 | $1,575.34 | $26.34 | 1.7% |
Kayla Tweedy JBR Co Financial Management Inc | 3,814 | $454,285.85 | $445,627.76 | -$8,658.09 | -1.91% |
Ian Jameson American Capital Advisory, LLC | 2,146 | $255,374.24 | $250,738.64 | -$4,635.6 | -1.82% |
Ryan Visniski Bryce Point Capital, LLC | 3,197 | $405,252 | $373,537.48 | -$31,714.52 | -7.83% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 16,440 | $1.78M | $1.92M | $141,386.77 | 7.95% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 14,078 | $1.71M | $1.64M | -$69,711.94 | -4.07% |
Janice M. Powell Diversify Advisory Services, LLC | 10,527 | $1.04M | $1.28M | $240,541.95 | 23.24% |
Kevyn Hill Hilltop National Bank | 7,390 | $907,000.16 | $863,447.6 | -$43,552.56 | -4.8% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 21,299 | $2.64M | $2.6M | -$38,522.2 | -1.46% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 83 | $8,161 | $10,127.66 | $1,966.66 | 24.1% |