| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,337 | $180,176.81 | $140,211.19 | -$39,965.62 | -22.18% |
Matthew Stead Sachetta, LLC | 216 | $27,898.1 | $23,186.52 | -$4,711.58 | -16.89% |
Ellwood Derricks Partnership Wealth Management, LLC | 10,000 | $1.5M | $1.07M | -$421,800 | -28.2% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 113 | $12,713.4 | $12,182.53 | -$530.87 | -4.18% |
Alan Gilmore Private Wealth Management Group, LLC | 85 | $11,557.57 | $9,163.85 | -$2,393.72 | -20.71% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 23,254 | $3M | $2.51M | -$497,670.6 | -16.56% |
Alana Parm MORTON COMMUNITY BANK | 27,398 | $3.82M | $2.95M | -$863,910.58 | -22.64% |
| FTM F. Thomas Mosley Mosley Wealth Management | 411 | $43,232.78 | $43,989.33 | $756.55 | 1.75% |
Collin Randall Randall & Associates Wealth Management | 2,663 | $284,621.04 | $285,673.32 | $1,052.28 | 0.37% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 31 | $3,541.18 | $3,317.46 | -$223.72 | -6.32% |
Corey Saft Sivia Capital Partners, LLC | 4,944 | $566,255.67 | $531,603.6 | -$34,652.07 | -6.12% |
Jay S. Arce Taylor Financial Group, Inc. | 6,506 | $972,971.31 | $701,964.87 | -$271,006.44 | -27.85% |
Douglas E. Morisoli Fairman Group, LLC | 6 | $897.5 | $648.81 | -$248.69 | -27.71% |
Columbia Bank Columbia Bank | 9,645 | $1.32M | $1.05M | -$262,352.42 | -19.94% |
| WL Wealthcollab LLC WealthCollab, LLC | 633 | $94,666 | $67,965.21 | -$26,700.79 | -28.21% |
Ian Jameson American Capital Advisory, LLC | 15 | $1,644.14 | $1,617.9 | -$26.24 | -1.6% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 5,374 | $674,488.11 | $579,370.94 | -$95,117.17 | -14.1% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 56 | $5,985 | $5,992.84 | $7.84 | 0.13% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 5,139 | $589,560.96 | $557,016.21 | -$32,544.75 | -5.52% |
David W. Marrazzo Guardian Asset Advisors, LLC | 2,355 | $350,417.57 | $255,022.95 | -$95,394.62 | -27.22% |