| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 81,367 | $2.01M | $2.03M | $16,680.39 | 0.83% |
Birchbrook Inc. Birchbrook Inc. | 43,642 | $1.08M | $1.09M | $2,790.22 | 0.26% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 11,021 | $278,170.04 | $274,478 | -$3,692.04 | -1.33% |