| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 19,161 | $5.18M | $8.85M | $3.67M | 70.74% |
Angela Mari Abich Financial Wealth Management LLC | 340 | $116,380.98 | $157,029 | $40,648.02 | 34.93% |
Jennifer Lutz Trademark Financial Management, LLC | 803 | $312,423.46 | $370,865.56 | $58,442.1 | 18.71% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 64 | $16,536 | $29,558.4 | $13,022.4 | 78.75% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 1,662 | $537,849.5 | $767,594.72 | $229,745.22 | 42.72% |
Kyle Jones Pineridge Advisors LLC | 9 | $2,990 | $4,156.65 | $1,166.65 | 39.02% |
Jay S. Arce Taylor Financial Group, Inc. | 1,648 | $511,671.01 | $761,128.82 | $249,457.81 | 48.75% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 605 | $211,512.4 | $279,419.26 | $67,906.86 | 32.11% |
David Quinn Pine Harbor Wealth Management, LLC | 860 | $267,012.8 | $397,191.01 | $130,178.21 | 48.75% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 576 | $167,726.14 | $266,025.61 | $98,299.47 | 58.61% |
Douglas E. Morisoli Fairman Group, LLC | 6 | $1,863 | $2,771.1 | $908.1 | 48.74% |
| WL Wealthcollab LLC WealthCollab, LLC | 64 | $19,871 | $29,558.4 | $9,687.4 | 48.75% |
Ian Jameson American Capital Advisory, LLC | 3 | $980.83 | $1,385.55 | $404.72 | 41.26% |
Jeremy Wallace Wallace Hart LLC | 1,898 | $703,042.09 | $876,591.32 | $173,549.23 | 24.69% |
Mark Weiskind Fairway Wealth LLC | 5 | $1,342 | $2,309.25 | $967.25 | 72.08% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 16 | $4,986.4 | $7,389.6 | $2,403.2 | 48.2% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 7,662 | $2.8M | $3.54M | $739,796.96 | 26.43% |
Davina Guinness Regents Gate Capital LLP | 7,314 | $2.62M | $3.38M | $753,122.97 | 28.69% |
Brian Krause Cascade Financial Partners, LLC | 1,965 | $559,671.46 | $907,535.27 | $347,863.81 | 62.16% |
Kevyn Hill Hilltop National Bank | 65 | $23,327 | $30,020.25 | $6,693.25 | 28.69% |