| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 32,187 | $1.76M | $1.95M | $193,440.96 | 11.02% |
Alana Parm MORTON COMMUNITY BANK | 2,959 | $225,357.41 | $179,359.78 | -$45,997.63 | -20.41% |
| FTM F. Thomas Mosley Mosley Wealth Management | 101 | $8,949 | $6,038.79 | -$2,910.21 | -32.52% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 25 | $1,214.49 | $1,476.25 | $261.76 | 21.55% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 2,516 | $222,918 | $148,594.96 | -$74,323.04 | -33.34% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 119 | $5,782 | $7,042.42 | $1,260.42 | 21.8% |
Nitin Kumbhani Accent Capital Management, LLC | 933 | $82,664 | $55,121.64 | -$27,542.36 | -33.32% |
Douglas E. Morisoli Fairman Group, LLC | 2 | $97 | $118.1 | $21.1 | 21.75% |
| WL Wealthcollab LLC WealthCollab, LLC | 17 | $826 | $1,031.78 | $205.78 | 24.91% |
Ian Jameson American Capital Advisory, LLC | 104 | $5,052.75 | $6,327.86 | $1,275.11 | 25.24% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 3,594 | $273,703.09 | $217,724.52 | -$55,978.57 | -20.45% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 91 | $4,421.53 | $5,384.94 | $963.41 | 21.79% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 100 | $7,616 | $6,009.85 | -$1,606.15 | -21.09% |
Kevyn Hill Hilltop National Bank | 1,518 | $115,610.68 | $90,578.3 | -$25,032.38 | -21.65% |
Brady Green GGM Financials LLC | 374 | $18,169 | $22,050.14 | $3,881.14 | 21.36% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 13,081 | $826,366.61 | $839,342.36 | $12,975.75 | 1.57% |
| HAS Hayley A. Snell LRI Investments, LLC | 863 | $41,923.68 | $52,246.11 | $10,322.43 | 24.62% |
David Millar Gen-Wealth Partners Inc | 10 | $486.18 | $594.65 | $108.47 | 22.31% |
| NI NCP Inc. NCP Inc. | 545 | $26,476 | $33,174.15 | $6,698.15 | 25.3% |
Joe Banwait RAELIPSKIE PARTNERSHIP | 77 | $3,740.92 | $4,651.32 | $910.4 | 24.34% |