| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 59,078 | $2.14M | $2.09M | -$43,913.09 | -2.05% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 11,521 | $438,169.37 | $414,986.42 | -$23,182.95 | -5.29% |
Kevin Kuhn Kuhn & Co Investment Counsel | 7,018 | $190,354.3 | $247,103.78 | $56,749.48 | 29.81% |
Corey Saft Sivia Capital Partners, LLC | 24,144 | $877,634 | $850,110.24 | -$27,523.76 | -3.14% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 58 | $2,031 | $2,042.18 | $11.18 | 0.55% |
Kyle Jones Pineridge Advisors LLC | 65 | $2,269.84 | $2,288.65 | $18.81 | 0.83% |
Igor Gitelman Vennlight Capital Management, LP | 216,329 | $7.86M | $7.79M | -$71,388.42 | -0.91% |
Douglas E. Morisoli Fairman Group, LLC | 482 | $13,387.56 | $16,971.22 | $3,583.66 | 26.77% |
| WL Wealthcollab LLC WealthCollab, LLC | 469 | $12,710 | $16,630.74 | $3,920.74 | 30.85% |
Ian Jameson American Capital Advisory, LLC | 64 | $2,333.99 | $2,253.44 | -$80.55 | -3.45% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 1,349 | $37,097.94 | $47,498.29 | $10,400.35 | 28.03% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 20,772 | $752,993.29 | $725,981.4 | -$27,011.89 | -3.59% |
David W. Marrazzo Guardian Asset Advisors, LLC | 6,596 | $182,117.58 | $232,245.16 | $50,127.58 | 27.52% |
Kevyn Hill Hilltop National Bank | 8,750 | $240,888 | $308,087.5 | $67,199.5 | 27.9% |
Michael D. Kim Marathon Strategic Advisors, LLC | 9,204 | $342,021 | $324,072.84 | -$17,948.16 | -5.25% |
CLINE REASOR Gratus Wealth Advisors, LLC | 6,320 | $241,424 | $222,527.2 | -$18,896.8 | -7.83% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 40,393 | $1.39M | $1.45M | $61,086.75 | 4.38% |
Todd Lunsford International Private Wealth Advisors LLC | 8,153 | $244,023.47 | $289,105.38 | $45,081.91 | 18.47% |
| HAS Hayley A. Snell LRI Investments, LLC | 203 | $7,543.52 | $7,147.63 | -$395.89 | -5.25% |
David Millar Gen-Wealth Partners Inc | 187 | $5,754.99 | $6,631.02 | $876.03 | 15.22% |