| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Pompian Sunpointe, LLC | 117 | $266,026 | $142,135.11 | -$123,890.89 | -46.57% |
KEVIN HO KENG LENG Pilgrim Partners Asia Pte Ltd | 2,000 | $1.27M | $2.43M | $1.16M | 91.21% |
Ashley Meredith Abel Hall, LLC | 493 | $313,222.75 | $598,911.17 | $285,688.42 | 91.21% |
Erik Roemer GERBER, LLC | 94 | $213,731 | $114,194.02 | -$99,536.98 | -46.57% |
Gregg L. Kudisch Gallo Partners, LP | 819 | $520,345 | $994,945.74 | $474,600.74 | 91.21% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 112 | $26,586.61 | $136,060.96 | $109,474.35 | 411.76% |
Audrey Woon Evergreen Quality Fund GP, Ltd. | 353,862 | $84M | $429.88M | $345.88M | 411.77% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 4,829 | $4.07M | $5.87M | $1.79M | 44.05% |
| WL Wealthcollab LLC WealthCollab, LLC | 14 | $8,895 | $17,007.62 | $8,112.62 | 91.2% |
Kayla Tweedy JBR Co Financial Management Inc | 98 | $222,826 | $119,053.34 | -$103,772.66 | -46.57% |
Ian Jameson American Capital Advisory, LLC | 6 | $4,655.03 | $7,288.98 | $2,633.95 | 56.58% |
Chris M. Frantz Catalina Capital Group, LLC | 387 | $245,877 | $470,139.19 | $224,262.19 | 91.21% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 188 | $231,196.36 | $228,388.03 | -$2,808.33 | -1.21% |
Joel W. Lake Capstone Wealth Management, LLC | 137 | $311,501 | $166,431.7 | -$145,069.3 | -46.57% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 442 | $1M | $536,954.84 | -$468,034.16 | -46.57% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 14 | $667 | $18,907 | $18,240 | 2,734.63% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 598 | $379,933.33 | $726,468.32 | $346,534.99 | 91.21% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 384 | $243,970.56 | $466,494.7 | $222,524.14 | 91.21% |
Kevyn Hill Hilltop National Bank | 90 | $204,636 | $109,334.7 | -$95,301.3 | -46.57% |
Richard Crinion Mediolanum International Funds Ltd | 6,080 | $13.82M | $7.39M | -$6.44M | -46.57% |