| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daren Blonski Fermata Advisors LLC | 22,129 | $1.11M | $1.11M | -$885.16 | -0.08% |
Scott Ungar BlackDiamond Wealth Management LLC | 62,566 | $3.13M | $3.13M | -$2,989.43 | -0.1% |
Steve Wachs Legacy CG LLC | 72,942 | $3.65M | $3.64M | -$2,917.68 | -0.08% |
Morgan Christen Spinnaker Investment Group LLC | 4,202 | $210,432.56 | $209,931.92 | -$500.64 | -0.24% |
Dennis Wallace Fortune Financial Advisors LLC | 10,245 | $511,124 | $511,840.2 | $716.2 | 0.14% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 4,160 | $208,312 | $207,833.6 | -$478.4 | -0.23% |
Heck Capital Advisors LLC Heck Capital Advisors LLC | 29,043 | $1.45M | $1.45M | $5,200 | 0.36% |
| BFF Byrne Financial Freedom LLC Byrne Financial Freedom LLC | 7,200 | $359,208 | $359,712 | $504 | 0.14% |
Horan Wealth LLC Horan Wealth LLC | 11,819 | $589,658 | $590,359.05 | $701.05 | 0.12% |