| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Pompian Sunpointe, LLC | 6,935 | $315,913.88 | $370,953.15 | $55,039.27 | 17.42% |
Michael Koch Counterweight Ventures, LLC | 4,489 | $207,930 | $238,410.79 | $30,480.79 | 14.66% |
Darin Pilacinski True Vision MN LLC | 4,219 | $195,424.34 | $224,071.09 | $28,646.75 | 14.66% |
Jessica Vickery BlueChip Wealth Advisors LLC | 16,142 | $890,873.83 | $863,435.58 | -$27,438.25 | -3.08% |
Michael Bailey MGB Wealth Management, LLC | 840 | $37,476.29 | $44,226 | $6,749.71 | 18.01% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 78,157 | $3.31M | $4.18M | $867,600.65 | 26.19% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 323,245 | $15.67M | $17.29M | $1.62M | 10.31% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 15,370 | $578,954.09 | $819,682.1 | $240,728.01 | 41.58% |
| WL Wealthcollab LLC WealthCollab, LLC | 8 | $462 | $424.48 | -$37.52 | -8.12% |
| JEN Jay Eliot Newby Hancock Prospecting Pty Ltd | 342,840 | $13.97M | $18.22M | $4.24M | 30.36% |
Mark Weiskind Fairway Wealth LLC | 2,005 | $96,882 | $107,247.45 | $10,365.45 | 10.7% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 84,568 | $4.71M | $4.51M | -$203,814.02 | -4.32% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 28 | $1,193 | $1,490.16 | $297.16 | 24.91% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 64,386 | $2.75M | $3.39M | $638,967.15 | 23.23% |
Janice M. Powell Diversify Advisory Services, LLC | 384,139 | $21.74M | $20.39M | -$1.35M | -6.21% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 3,515 | $202,722 | $186,734.37 | -$15,987.63 | -7.89% |
David W. Marrazzo Guardian Asset Advisors, LLC | 10,259 | $591,636 | $540,136.35 | -$51,499.65 | -8.7% |
Michael D. Kim Marathon Strategic Advisors, LLC | 56,146 | $2.52M | $2.98M | $455,015.23 | 18.04% |
Brady Green GGM Financials LLC | 2,886 | $133,666.79 | $154,372.14 | $20,705.35 | 15.49% |
Todd Lunsford International Private Wealth Advisors LLC | 17,319 | $782,292.82 | $911,845.35 | $129,552.53 | 16.56% |