| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 7,050 | $1.07M | $1.26M | $187,645.24 | 17.55% |
| WL Wealthcollab LLC WealthCollab, LLC | 573 | $98,106.15 | $100,704.75 | $2,598.6 | 2.65% |
Ian Jameson American Capital Advisory, LLC | 436 | $66,213.27 | $76,788.32 | $10,575.05 | 15.97% |
Richard Zipkis Granite Group Advisors, LLC | 16,997 | $2.51M | $2.93M | $419,589.99 | 16.69% |
David Maxey Heritage Family Offices, LLP | 1,312 | $242,448 | $226,477.44 | -$15,970.56 | -6.59% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 3,050 | $494,576.28 | $544,181 | $49,604.72 | 10.03% |
Joel W. Lake Capstone Wealth Management, LLC | 1,966 | $363,297 | $339,370.92 | -$23,926.08 | -6.59% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 26,579 | $4.42M | $4.74M | $320,008.04 | 7.24% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 279 | $35,929.54 | $49,300.69 | $13,371.15 | 37.21% |
James J. Karabas Embree Financial Group | 1,830 | $321,536.88 | $315,894.6 | -$5,642.28 | -1.75% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 5,877 | $963,545.75 | $1.01M | $50,941.99 | 5.29% |
Brian Krause Cascade Financial Partners, LLC | 2,034 | $315,798.18 | $351,109.08 | $35,310.9 | 11.18% |
Janice M. Powell Diversify Advisory Services, LLC | 74,972 | $13.77M | $13.2M | -$562,981.08 | -4.09% |
Jean-Francois Gonnet Sienna Gestion | 2,456 | $408,580.16 | $423,954.72 | $15,374.56 | 3.76% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 1,347 | $248,912 | $237,987.96 | -$10,924.04 | -4.39% |
David W. Marrazzo Guardian Asset Advisors, LLC | 1,677 | $246,152.2 | $289,483.74 | $43,331.54 | 17.6% |
Define Financial LLC DEFINE FINANCIAL, LLC | 1,726 | $266,074.84 | $297,942.12 | $31,867.28 | 11.98% |
Kevyn Hill Hilltop National Bank | 6,174 | $1.04M | $1.09M | $43,219.6 | 4.14% |
Brady Green GGM Financials LLC | 1,005 | $167,236.32 | $173,483.1 | $6,246.78 | 3.74% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 2,745 | $453,667.56 | $489,955.05 | $36,287.49 | 8% |