| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 805 | $548,946.03 | $616,726.6 | $67,780.57 | 12.35% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 41,096 | $24.1M | $31.32M | $7.22M | 29.97% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 3,029 | $1.64M | $2.34M | $696,622.26 | 42.42% |
| ACL Attessa Capital LLC Attessa Capital LLC | 99,828 | $61.68M | $76.83M | $15.15M | 24.57% |
Mark Finney McCarthy & Cox | 458 | $295,162.71 | $349,064.7 | $53,901.99 | 18.26% |
Andrew Panko Tenon Financial LLC | 461 | $328,237.04 | $353,951.19 | $25,714.15 | 7.83% |
James J. Karabas Embree Financial Group | 67,952 | $33.34M | $52.15M | $18.81M | 56.42% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 45,947 | $32.45M | $35.2M | $2.75M | 8.47% |
Brian Krause Cascade Financial Partners, LLC | 5,271 | $2.77M | $4.05M | $1.27M | 45.88% |
Janice M. Powell Diversify Advisory Services, LLC | 284,244 | $210.06M | $218.82M | $8.76M | 4.17% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 808 | $551,120.24 | $622,652.88 | $71,532.64 | 12.98% |
David W. Marrazzo Guardian Asset Advisors, LLC | 2,956 | $1.76M | $2.26M | $497,847.54 | 28.31% |
Define Financial LLC DEFINE FINANCIAL, LLC | 2,208 | $1.34M | $1.69M | $357,925.54 | 26.78% |
Joel mittelman Mittelman Wealth Management | 764 | $429,987.52 | $587,733.74 | $157,746.22 | 36.69% |
Kevyn Hill Hilltop National Bank | 4,880 | $2.69M | $3.72M | $1.03M | 38.18% |
Taylor Faw Strathmore Capital Advisors, Inc. | 1,500 | $943,699.87 | $1.16M | $213,415.13 | 22.61% |
Brady Green GGM Financials LLC | 188 | $116,191.56 | $144,344.52 | $28,152.96 | 24.23% |
Gillian Curran Prospect Financial Group LLC | 1,706 | $999,852 | $1.31M | $314,382.14 | 31.44% |
Dana Grigg CAMELOT TECHNOLOGY ADVISORS, INC. | 9,480 | $4.96M | $7.3M | $2.34M | 47.06% |
Michael Souza Koa Wealth Management, LLC | 602 | $371,285.43 | $462,047.04 | $90,761.61 | 24.45% |