| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Fox Hill Wealth Management Fox Hill Wealth Management | 3,731 | $585,466.01 | $550,732.91 | -$34,733.1 | -5.93% |
Donald O. Dempster DLK Investment Management, LLC | 23,717 | $3.53M | $3.5M | -$25,696.97 | -0.73% |
Columbia Bank Columbia Bank | 2,097 | $347,173.5 | $309,538.17 | -$37,635.33 | -10.84% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 7,050 | $1.07M | $1.04M | -$28,507.76 | -2.67% |
| WL Wealthcollab LLC WealthCollab, LLC | 573 | $98,106.15 | $96,189.51 | -$1,916.64 | -1.95% |
Ian Jameson American Capital Advisory, LLC | 436 | $66,213.27 | $64,357.96 | -$1,855.31 | -2.8% |
Richard Zipkis Granite Group Advisors, LLC | 18,931 | $2.79M | $2.79M | $258.34 | 0.01% |
David Maxey Heritage Family Offices, LLP | 1,312 | $242,448 | $193,664.32 | -$48,783.68 | -20.12% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 3,050 | $494,576.28 | $450,210.5 | -$44,365.78 | -8.97% |
Joel W. Lake Capstone Wealth Management, LLC | 1,966 | $363,297 | $290,201.26 | -$73,095.74 | -20.12% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 26,579 | $4.42M | $3.92M | -$498,359.37 | -11.27% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 1,692 | $245,065.65 | $249,756.12 | $4,690.47 | 1.91% |
James J. Karabas Embree Financial Group | 1,830 | $321,536.88 | $270,126.3 | -$51,410.58 | -15.99% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 4,661 | $738,854.73 | $688,010.21 | -$50,844.52 | -6.88% |
Brian Krause Cascade Financial Partners, LLC | 2,078 | $323,116.95 | $306,733.58 | -$16,383.37 | -5.07% |
Janice M. Powell Diversify Advisory Services, LLC | 74,972 | $13.77M | $12.59M | -$1.18M | -8.57% |
Jean-Francois Gonnet Sienna Gestion | 5,978 | $994,500.08 | $882,412.58 | -$112,087.5 | -11.27% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 1,347 | $248,912 | $198,830.67 | -$50,081.33 | -20.12% |
David W. Marrazzo Guardian Asset Advisors, LLC | 1,677 | $246,152.2 | $247,541.97 | $1,389.77 | 0.56% |
Define Financial LLC DEFINE FINANCIAL, LLC | 1,708 | $262,763.02 | $252,117.88 | -$10,645.14 | -4.05% |