| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KL Kathryn Lutz Wiser Advisor Group LLC | 151 | $4,338 | $3,769.71 | -$568.29 | -13.1% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 413,043 | $8M | $10.2M | $2.19M | 27.42% |
| FTM F. Thomas Mosley Mosley Wealth Management | 34 | $682 | $845.92 | $163.92 | 24.04% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 935 | $17,558.22 | $23,304.87 | $5,746.65 | 32.73% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 284 | $7,210.62 | $7,065.92 | -$144.7 | -2.01% |
Corey Saft Sivia Capital Partners, LLC | 29,251 | $663,254.65 | $726,741.09 | $63,486.44 | 9.57% |
Ashley Meredith Abel Hall, LLC | 21,440 | $490,224.29 | $531,390.4 | $41,166.11 | 8.4% |
Nitin Kumbhani Accent Capital Management, LLC | 3,896 | $78,154 | $97,107.8 | $18,953.8 | 24.25% |
Matthew Smith Ravenswood Partners LP | 97,559 | $2.68M | $2.43M | -$248,997.22 | -9.31% |
Douglas E. Morisoli Fairman Group, LLC | 352 | $10,134 | $8,773.6 | -$1,360.4 | -13.42% |
Ian Jameson American Capital Advisory, LLC | 122 | $2,525.71 | $3,019.5 | $493.79 | 19.55% |
David Maxey Heritage Family Offices, LLP | 13,563 | $270,034.52 | $338,600.29 | $68,565.77 | 25.39% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 100,000 | $1.72M | $2.49M | $764,600 | 44.37% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 14,509 | $305,674.96 | $361,346.64 | $55,671.68 | 18.21% |
Janice M. Powell Diversify Advisory Services, LLC | 73,637 | $1.48M | $1.82M | $343,516.67 | 23.26% |
Kevyn Hill Hilltop National Bank | 4,776 | $115,244.38 | $118,994.04 | $3,749.66 | 3.25% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 124,682 | $2.52M | $3.08M | $558,268.47 | 22.15% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 88 | $1,765 | $2,187.24 | $422.24 | 23.92% |
| HAS Hayley A. Snell LRI Investments, LLC | 9,170 | $187,251.06 | $226,407.3 | $39,156.24 | 20.91% |
Joe Banwait RAELIPSKIE PARTNERSHIP | 61,738 | $1.19M | $1.55M | $363,900.04 | 30.68% |