| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,042 | $328,061.47 | $333,304.54 | $5,243.07 | 1.6% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 2,447 | $733,497.71 | $782,721.89 | $49,224.18 | 6.71% |
Angela Pompian Sunpointe, LLC | 965 | $347,352.6 | $308,674.55 | -$38,678.05 | -11.14% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 6,866 | $2.16M | $2.2M | $34,536.42 | 1.6% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 1,421 | $425,982.7 | $454,549.48 | $28,566.78 | 6.71% |
Cornelius T. McDonald III Wealth Group, Ltd. | 946 | $333,551.79 | $302,597.02 | -$30,954.77 | -9.28% |
Mark VanderPol VanderPol Investments L.L.C. | 2,084 | $634,565.23 | $666,609.08 | $32,043.85 | 5.05% |
David Quinn Pine Harbor Wealth Management, LLC | 3,562 | $1.07M | $1.14M | $69,685.11 | 6.51% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 1,284 | $421,909.56 | $410,713.08 | -$11,196.48 | -2.65% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 3,864 | $1.36M | $1.24M | -$120,666.66 | -8.89% |
Columbia Bank Columbia Bank | 6,505 | $2.33M | $2.08M | -$252,166.34 | -10.81% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 42,532 | $15.72M | $13.6M | -$2.12M | -13.47% |
| WL Wealthcollab LLC WealthCollab, LLC | 18 | $5,391 | $5,757.66 | $366.66 | 6.8% |
Ian Jameson American Capital Advisory, LLC | 9 | $3,171.19 | $2,878.83 | -$292.36 | -9.22% |
Chris M. Frantz Catalina Capital Group, LLC | 899 | $321,037.41 | $287,563.13 | -$33,474.28 | -10.43% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 3,238 | $1.16M | $1.04M | -$123,512.12 | -10.65% |
David Maxey Heritage Family Offices, LLP | 2,326 | $802,285.08 | $744,017.62 | -$58,267.46 | -7.26% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 23,880 | $7.46M | $7.64M | $174,151.28 | 2.33% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 215 | $68,599.12 | $68,772.05 | $172.93 | 0.25% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 314 | $103,177.06 | $100,439.18 | -$2,737.88 | -2.65% |