| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WL Wealthcollab LLC WealthCollab, LLC | 469 | $12,710 | $16,253.19 | $3,543.19 | 27.88% |
Ian Jameson American Capital Advisory, LLC | 64 | $2,333.99 | $2,216 | -$117.99 | -5.06% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 1,349 | $37,097.94 | $47,430.84 | $10,332.9 | 27.85% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 20,772 | $752,993.29 | $723,488.76 | -$29,504.53 | -3.92% |
David W. Marrazzo Guardian Asset Advisors, LLC | 6,596 | $182,117.58 | $228,221.6 | $46,104.02 | 25.32% |
Kevyn Hill Hilltop National Bank | 8,750 | $240,888 | $307,387.5 | $66,499.5 | 27.61% |
Michael D. Kim Marathon Strategic Advisors, LLC | 9,204 | $342,021 | $318,182.28 | -$23,838.72 | -6.97% |
CLINE REASOR Gratus Wealth Advisors, LLC | 6,320 | $241,424 | $221,042 | -$20,382 | -8.44% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 40,393 | $1.39M | $1.39M | -$1,118.47 | -0.08% |
Todd Lunsford International Private Wealth Advisors LLC | 8,153 | $244,023.47 | $285,273.47 | $41,250 | 16.9% |
| HAS Hayley A. Snell LRI Investments, LLC | 203 | $7,543.52 | $6,999.44 | -$544.08 | -7.21% |
David Millar Gen-Wealth Partners Inc | 187 | $5,754.99 | $6,562.76 | $807.77 | 14.04% |
| NCG Noah C Goldberg Jain Global LLC | 25,283 | $919,037 | $871,757.84 | -$47,279.16 | -5.14% |
Roger Krabbe Bank & Trust Co | 22,485 | $621,709.94 | $787,986.82 | $166,276.88 | 26.75% |
Bruce Barton Parkworth Wealth Management, Inc. | 27 | $941.33 | $931.36 | -$9.97 | -1.06% |
Nathan Edwards IMG Wealth Management, Inc. | 94 | $3,234.25 | $3,294.7 | $60.45 | 1.87% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 11,739 | $423,239.87 | $411,334.56 | -$11,905.31 | -2.81% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 1,712 | $57,973.61 | $60,193.92 | $2,220.31 | 3.83% |
Jesper Bonnivier Avanza Fonder AB | 3,413 | $120,515.35 | $119,625.65 | -$889.7 | -0.74% |
Code Waechter LLC Code Waechter LLC | 9,535 | $336,669.38 | $329,911 | -$6,758.38 | -2.01% |