| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alan Gilmore Private Wealth Management Group, LLC | 85 | $11,557.57 | $9,394.2 | -$2,163.37 | -18.72% |
David P. Cushing nVerses Capital, LLC | 2,416 | $258,222 | $267,016.32 | $8,794.32 | 3.41% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 23,254 | $3M | $2.66M | -$339,775.94 | -11.31% |
Alana Parm MORTON COMMUNITY BANK | 27,398 | $3.82M | $3.13M | -$690,207.26 | -18.08% |
| FTM F. Thomas Mosley Mosley Wealth Management | 411 | $43,232.78 | $45,423.72 | $2,190.94 | 5.07% |
Collin Randall Randall & Associates Wealth Management | 2,663 | $284,621.04 | $294,314.76 | $9,693.72 | 3.41% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 31 | $3,541.18 | $3,426.12 | -$115.06 | -3.25% |
Corey Saft Sivia Capital Partners, LLC | 4,944 | $566,255.67 | $546,410.88 | -$19,844.79 | -3.5% |
Jay S. Arce Taylor Financial Group, Inc. | 6,506 | $972,971.31 | $719,043.12 | -$253,928.19 | -26.1% |
Douglas E. Morisoli Fairman Group, LLC | 6 | $897.5 | $663.12 | -$234.38 | -26.11% |
Columbia Bank Columbia Bank | 9,645 | $1.32M | $1.07M | -$249,765.69 | -18.98% |
| WL Wealthcollab LLC WealthCollab, LLC | 633 | $94,666 | $75,782.76 | -$18,883.24 | -19.95% |
Ian Jameson American Capital Advisory, LLC | 15 | $1,644.14 | $1,657.8 | $13.66 | 0.83% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 5,374 | $674,488.11 | $593,934.48 | -$80,553.63 | -11.94% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 56 | $5,985 | $6,189.12 | $204.12 | 3.41% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 5,139 | $589,560.96 | $605,374.2 | $15,813.24 | 2.68% |
David W. Marrazzo Guardian Asset Advisors, LLC | 2,355 | $350,417.57 | $260,274.6 | -$90,142.97 | -25.72% |
Kevyn Hill Hilltop National Bank | 282 | $33,337.59 | $31,166.64 | -$2,170.95 | -6.51% |
Richard Crinion Mediolanum International Funds Ltd | 103,771 | $12.13M | $11.47M | -$657,562.07 | -5.42% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 16,710 | $2.03M | $1.91M | -$123,751.17 | -6.09% |