| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christy Clarin Portfolio Design Labs, LLC | 4,254 | $227,207 | $200,746.26 | -$26,460.74 | -11.65% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,167 | $260,146.34 | $243,830.73 | -$16,315.61 | -6.27% |
Craig Silberg EVERPAR ADVISORS LLC | 5,920 | $271,182.74 | $279,364.8 | $8,182.06 | 3.02% |
Matthew Stead Sachetta, LLC | 75 | $3,787.95 | $3,538.5 | -$249.45 | -6.59% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 45 | $2,404 | $2,123.55 | -$280.45 | -11.67% |
Jeff Kautz QSV Equity Investors LLC | 6,505 | $284,148.75 | $306,905.9 | $22,757.15 | 8.01% |
Alan Gilmore Private Wealth Management Group, LLC | 182 | $8,751.29 | $8,588.58 | -$162.71 | -1.86% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 102,211 | $4.79M | $4.82M | $29,401.39 | 0.61% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 158 | $7,730.49 | $7,456.02 | -$274.47 | -3.55% |
Stacy Creekmur Creekmur Asset Management LLC | 17,712 | $974,231.89 | $835,829.28 | -$138,402.61 | -14.21% |
Ian Jameson American Capital Advisory, LLC | 10 | $571.75 | $471.9 | -$99.85 | -17.46% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 12,473 | $618,587.26 | $588,600.87 | -$29,986.39 | -4.85% |
David Maxey Heritage Family Offices, LLP | 7,931 | $390,049.47 | $374,263.89 | -$15,785.58 | -4.05% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 13,113 | $710,719.87 | $618,802.47 | -$91,917.4 | -12.93% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 2,601 | $140,713.09 | $122,715.18 | -$17,997.91 | -12.79% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 14,157 | $671,498.41 | $668,068.83 | -$3,429.58 | -0.51% |
Janice M. Powell Diversify Advisory Services, LLC | 5,698 | $319,897.52 | $268,888.62 | -$51,008.9 | -15.95% |
Duncan Harvey Nutshell Asset Management Ltd | 37,000 | $2.22M | $1.75M | -$474,710 | -21.38% |
Kevyn Hill Hilltop National Bank | 4,344 | $212,480.24 | $204,949.92 | -$7,530.32 | -3.54% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 98,048 | $4.02M | $4.63M | $607,589.29 | 15.12% |