| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 507 | $365,060.27 | $340,556.98 | -$24,503.29 | -6.71% |
Ashley Meredith Abel Hall, LLC | 1,086 | $495,727.96 | $724,752.95 | $229,024.99 | 46.2% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 518 | $284,392 | $345,692.47 | $61,300.47 | 21.55% |
Matthew Smith Ravenswood Partners LP | 5,437 | $3.91M | $3.71M | -$201,440.42 | -5.15% |
Michael Bailey MGB Wealth Management, LLC | 870 | $360,333 | $580,603.19 | $220,270.19 | 61.13% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 981 | $293,897.09 | $654,680.15 | $360,783.06 | 122.76% |
David Quinn Pine Harbor Wealth Management, LLC | 322 | $231,853 | $218,322.44 | -$13,530.56 | -5.84% |
Kayla Tweedy JBR Co Financial Management Inc | 523 | $197,735.56 | $349,029.27 | $151,293.71 | 76.51% |
Ian Jameson American Capital Advisory, LLC | 11 | $6,285.27 | $7,340.96 | $1,055.69 | 16.8% |
Richard Zipkis Granite Group Advisors, LLC | 650 | $246,411.9 | $433,783.99 | $187,372.09 | 76.04% |
Jeremy Wallace Wallace Hart LLC | 1,386 | $719,679.72 | $939,735.72 | $220,056 | 30.58% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 3,756 | $1.2M | $2.51M | $1.31M | 108.86% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 19 | $6,005.73 | $12,976.81 | $6,971.08 | 116.07% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 2,036 | $592,491.23 | $1.36M | $766,253.71 | 129.33% |
Janice M. Powell Diversify Advisory Services, LLC | 1,070 | $770,442.78 | $718,729.72 | -$51,713.06 | -6.71% |
Jean-Francois Gonnet Sienna Gestion | 982 | $709,421 | $665,815.64 | -$43,605.36 | -6.15% |
Kevyn Hill Hilltop National Bank | 6,433 | $1.74M | $4.29M | $2.56M | 147.05% |
Richard Crinion Mediolanum International Funds Ltd | 5,522 | $2.6M | $3.69M | $1.09M | 41.83% |
CLINE REASOR Gratus Wealth Advisors, LLC | 4,506 | $1M | $3.01M | $2M | 199.23% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 13,651 | $6.27M | $9.36M | $3.09M | 49.29% |