| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FHW Fox Hill Wealth Management Fox Hill Wealth Management | 3,625 | $625,861.21 | $508,370 | -$117,491.21 | -18.77% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 3,669 | $582,101.39 | $514,907.46 | -$67,193.93 | -11.54% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 7,697 | $1.25M | $1.08M | -$166,371.43 | -13.35% |
Columbia Bank Columbia Bank | 18,964 | $3.07M | $2.66M | -$407,881.94 | -13.29% |
Kelly Harris Glass Wealth Management Co LLC | 16,831 | $2.73M | $2.36M | -$367,987.77 | -13.48% |
Robert Santos Arrowroot Family Office, LLC | 4,161 | $673,411.77 | $584,370.84 | -$89,040.93 | -13.22% |
| WL Wealthcollab LLC WealthCollab, LLC | 274 | $40,729.62 | $38,477.82 | -$2,251.8 | -5.53% |
Kayla Tweedy JBR Co Financial Management Inc | 2,696 | $395,072 | $378,356.64 | -$16,715.36 | -4.23% |
Ian Jameson American Capital Advisory, LLC | 1,024 | $159,449.44 | $143,677.44 | -$15,771.49 | -9.89% |
Chris M. Frantz Catalina Capital Group, LLC | 2,430 | $407,263.87 | $340,904.7 | -$66,359.17 | -16.29% |
Richard Zipkis Granite Group Advisors, LLC | 10,403 | $1.47M | $1.46M | -$10,045.98 | -0.68% |
Michael Stringer Lane & Associates LLC | 13,712 | $2.27M | $1.92M | -$340,837.24 | -15.05% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 15,567 | $2.53M | $2.18M | -$344,322.93 | -13.61% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 4,828 | $798,727.7 | $677,416.68 | -$121,308.61 | -15.19% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 2,072 | $328,455.17 | $290,577.28 | -$37,877.89 | -11.53% |
Mark Weiskind Fairway Wealth LLC | 86 | $12,800.56 | $12,069.24 | -$731.32 | -5.71% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 392 | $60,486.15 | $55,013.28 | -$5,472.87 | -9.05% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 4,753 | $762,238.96 | $666,798.37 | -$95,440.59 | -12.52% |
James J. Karabas Embree Financial Group | 12,393 | $1.82M | $1.74M | -$84,711.7 | -4.64% |
Kevyn Hill Hilltop National Bank | 16,409 | $2.71M | $2.3M | -$409,593.31 | -15.1% |