| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 53,512 | $1.19M | $1.13M | -$59,971.95 | -5.02% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 343 | $7,101 | $7,273.31 | $172.31 | 2.43% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 35,180 | $990,760.23 | $728,577.8 | -$262,182.43 | -26.46% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 151 | $4,338 | $3,201.95 | -$1,136.05 | -26.19% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 336,462 | $6.47M | $7.17M | $703,006.11 | 10.87% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 935 | $17,558.22 | $19,826.67 | $2,268.45 | 12.92% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 542 | $13,761.12 | $11,536.47 | -$2,224.65 | -16.17% |
Corey Saft Sivia Capital Partners, LLC | 13,805 | $353,407.92 | $292,735.02 | -$60,672.9 | -17.17% |
Ashley Meredith Abel Hall, LLC | 13,437 | $329,684.26 | $286,006.54 | -$43,677.72 | -13.25% |
Matthew Smith Ravenswood Partners LP | 140,843 | $3.92M | $3M | -$924,080.55 | -23.56% |
Douglas E. Morisoli Fairman Group, LLC | 352 | $10,134 | $7,492.32 | -$2,641.68 | -26.07% |
Ian Jameson American Capital Advisory, LLC | 279 | $6,456.19 | $5,945.49 | -$510.7 | -7.91% |
David Maxey Heritage Family Offices, LLP | 24,935 | $463,256.17 | $531,364.85 | $68,108.68 | 14.7% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 100,000 | $1.72M | $2.13M | $408,100 | 23.68% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 13,950 | $294,461.79 | $297,344.25 | $2,882.46 | 0.98% |
Kevyn Hill Hilltop National Bank | 4,776 | $115,244.38 | $101,800.44 | -$13,443.94 | -11.67% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 21,401 | $448,338.04 | $455,627.29 | $7,289.25 | 1.63% |
| HAS Hayley A. Snell LRI Investments, LLC | 7,640 | $156,559.29 | $161,968 | $5,408.71 | 3.45% |
Joe Banwait RAELIPSKIE PARTNERSHIP | 59,738 | $1.15M | $1.27M | $127,403.01 | 11.12% |
Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 365 | $9,344 | $7,789.1 | -$1,554.9 | -16.64% |