| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 7,674 | $423,618.99 | $549,995.58 | $126,376.59 | 29.83% |
Robert Shea NEOS Investment Management LLC | 22,161 | $1.28M | $1.59M | $306,093.2 | 23.87% |
David Vollmer PFS Partners, LLC | 67 | $5,446.21 | $4,801.89 | -$644.32 | -11.83% |
Benj Foor Frazier Financial Advisors, LLC | 52 | $4,013 | $3,726.84 | -$286.16 | -7.13% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 4 | $253.07 | $286.74 | $33.67 | 13.3% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,048 | $75,595.28 | $75,110.16 | -$485.12 | -0.64% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 78 | $4,076 | $5,591.49 | $1,515.49 | 37.18% |
Darin Sadow Freestone Grove Partners LP | 820,072 | $42.86M | $58.79M | $15.93M | 37.17% |
Wayne Atkins VCI Wealth Management LLC | 14,573 | $761,585 | $1.04M | $283,092.16 | 37.17% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,639 | $332,786.53 | $332,964.22 | $177.69 | 0.05% |
Matthew Stead Sachetta, LLC | 81 | $5,334.33 | $5,789.88 | $455.55 | 8.54% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 11,084 | $698,155.22 | $792,284.32 | $94,129.1 | 13.48% |
Kelly Richert Clayton Financial Group LLC | 10 | $589 | $717.6 | $128.6 | 21.83% |
| TSM Two Star Manager LLC Two Star Manager LLC | 393,572 | $21.54M | $28.25M | $6.71M | 31.14% |
Alan Gilmore Private Wealth Management Group, LLC | 134 | $8,754.68 | $9,617.85 | $863.17 | 9.86% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 40,214 | $2.63M | $2.88M | $249,727.52 | 9.48% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 472 | $28,562.29 | $33,882.52 | $5,320.23 | 18.63% |
Ian Jameson American Capital Advisory, LLC | 156 | $8,034.37 | $11,189.88 | $3,155.51 | 39.28% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 3,180 | $203,052.98 | $228,133.2 | $25,080.22 | 12.35% |
Kevyn Hill Hilltop National Bank | 2,163 | $132,055.58 | $155,173.62 | $23,118.04 | 17.51% |