| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Herman Apollon Financial, LLC | 2,592 | $225,705.58 | $348,688.8 | $122,983.22 | 54.49% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 6,574 | $997,473 | $898,196.42 | -$99,276.58 | -9.95% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 3,175 | $277,374.09 | $430,450.62 | $153,076.53 | 55.19% |
Michael Bailey MGB Wealth Management, LLC | 18,971 | $1.67M | $2.55M | $878,005.13 | 52.44% |
Kayla Tweedy JBR Co Financial Management Inc | 26,909 | $2.3M | $3.66M | $1.36M | 59.03% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 9 | $884 | $1,201.68 | $317.68 | 35.94% |
Brian Krause Cascade Financial Partners, LLC | 1,450 | $220,009 | $195,003.25 | -$25,005.75 | -11.37% |
| HAS Hayley A. Snell LRI Investments, LLC | 200 | $19,158 | $27,325.72 | $8,167.72 | 42.63% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 132 | $20,028 | $17,633.88 | -$2,394.12 | -11.95% |
| TKP Tallon Kerry Patrick Tallon Kerry Patrick | 2,000 | $215,960 | $272,630 | $56,670 | 26.24% |
| KWM Kiker Wealth Management LLC Kiker Wealth Management LLC | 4,746 | $573,001.45 | $643,201.65 | $70,200.2 | 12.25% |
Heather Scully NWF Advisory Services Inc. | 3,878 | $406,921.43 | $520,194.92 | $113,273.49 | 27.84% |
| PS Paula Spurgeon BankPlus Trust Department | 1,832 | $197,142 | $245,433.04 | $48,291.04 | 24.5% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 10,137 | $1.1M | $1.37M | $272,849.2 | 24.77% |
| AC Andrew Carter Panoramic Capital Partners LLC | 1,400 | $212,422 | $189,924 | -$22,498 | -10.59% |
Post Resch Tallon Group Inc. Post Resch Tallon Group Inc. | 1,990 | $208,843.29 | $269,836.04 | $60,992.75 | 29.21% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,025 | $154,688.16 | $140,044.31 | -$14,643.85 | -9.47% |
Candy Palugi Claris Financial LLC | 2,299 | $267,650.94 | $312,284.66 | $44,633.72 | 16.68% |
Brent Garcia Broadwater Capital Management LLC | 95 | $8,122 | $12,822.62 | $4,700.62 | 57.88% |