| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Dorval DORVAL Corp | 9,982 | $246,907.94 | $244,359.36 | -$2,548.58 | -1.03% |
Courtney Haddad Concurrent Investment Advisors, LLC | 19,370 | $484,056 | $474,274.45 | -$9,781.55 | -2.02% |
RENEE PILKENTON Exchange Bank | 24,232 | $599,599.18 | $593,441.68 | -$6,157.5 | -1.03% |
Cindi Hill Keener Financial Planning LLC | 22,259 | $551,095.2 | $545,078.39 | -$6,016.81 | -1.09% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 21,750 | $536,323 | $532,983.75 | -$3,339.25 | -0.62% |
Anthony Blagrove Traveka Wealth, LLC | 18,559 | $463,789 | $454,973.88 | -$8,815.12 | -1.9% |
Kent Keister Bear Mountain Capital, Inc. | 157,921 | $3.88M | $3.87M | -$14,701.84 | -0.38% |
Dustin Schick Evergreen Private Wealth LLC | 20,176 | $501,406 | $494,211.12 | -$7,194.88 | -1.43% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 308 | $7,740.05 | $7,521.36 | -$218.69 | -2.83% |
Matthew Stead Sachetta, LLC | 1,671 | $40,906.35 | $40,914.43 | $8.08 | 0.02% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,896 | $222,300.36 | $217,863.04 | -$4,437.32 | -2% |
Alan Gilmore Private Wealth Management Group, LLC | 21,570 | $532,335.43 | $528,141.45 | -$4,193.98 | -0.79% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 14,592 | $367,401.93 | $357,285.12 | -$10,116.81 | -2.75% |
| FTM F. Thomas Mosley Mosley Wealth Management | 483 | $12,224.04 | $11,831.08 | -$392.96 | -3.21% |
Ian Jameson American Capital Advisory, LLC | 5,890 | $144,187.48 | $144,246.69 | $59.21 | 0.04% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 3,845 | $96,210.31 | $94,144.82 | -$2,065.49 | -2.15% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 38,112 | $957,028.67 | $933,553.44 | -$23,475.23 | -2.45% |
Bray Creech Joel Adams & Associates, Inc. | 19,553 | $485,024.62 | $478,755.2 | -$6,269.42 | -1.29% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 176,522 | $4.34M | $4.32M | -$22,363.62 | -0.52% |
Janice M. Powell Diversify Advisory Services, LLC | 14,930 | $370,425 | $365,710.35 | -$4,714.65 | -1.27% |