| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kent Keister Bear Mountain Capital, Inc. | 157,921 | $3.88M | $3.93M | $40,570.51 | 1.04% |
Dustin Schick Evergreen Private Wealth LLC | 20,176 | $501,406 | $501,474.48 | $68.48 | 0.01% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 308 | $7,740.05 | $7,653.8 | -$86.25 | -1.11% |
Matthew Stead Sachetta, LLC | 1,671 | $40,906.35 | $41,532.7 | $626.35 | 1.53% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,928 | $223,100 | $221,905.44 | -$1,194.56 | -0.54% |
Alan Gilmore Private Wealth Management Group, LLC | 21,570 | $532,335.43 | $536,122.35 | $3,786.92 | 0.71% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 14,592 | $367,401.93 | $362,611.2 | -$4,790.73 | -1.3% |
| FTM F. Thomas Mosley Mosley Wealth Management | 483 | $12,224.04 | $12,004.96 | -$219.08 | -1.79% |
Ian Jameson American Capital Advisory, LLC | 5,890 | $144,187.48 | $146,395.95 | $2,208.47 | 1.53% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 3,845 | $96,210.31 | $95,567.47 | -$642.84 | -0.67% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 36,242 | $911,344.57 | $900,794.91 | -$10,549.66 | -1.16% |
Bray Creech Joel Adams & Associates, Inc. | 19,553 | $485,024.62 | $485,207.69 | $183.07 | 0.04% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 176,522 | $4.34M | $4.39M | $44,538.22 | 1.03% |
Janice M. Powell Diversify Advisory Services, LLC | 14,930 | $370,425 | $371,159.8 | $734.8 | 0.2% |
| HAS Hayley A. Snell LRI Investments, LLC | 11,268 | $282,002.74 | $280,066.14 | -$1,936.6 | -0.69% |
David Millar Gen-Wealth Partners Inc | 2,296 | $57,376.9 | $57,078.56 | -$298.34 | -0.52% |
Michael Dziura Westfuller Advisors, LLC | 29,839 | $736,284.06 | $741,648.34 | $5,364.28 | 0.73% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 19,579 | $485,015.21 | $486,636.04 | $1,620.83 | 0.33% |
Bruce Barton Parkworth Wealth Management, Inc. | 3,980 | $98,323 | $98,922.9 | $599.9 | 0.61% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 14,930 | $370,425 | $371,085.15 | $660.15 | 0.18% |