| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 3,372 | $130,679.43 | $513,791.64 | $383,112.21 | 293.17% |
| FTM F. Thomas Mosley Mosley Wealth Management | 4 | $586 | $609.48 | $23.48 | 4.01% |
Ryan M Palmer Optimist Retirement Group LLC | 3,625 | $277,895.84 | $588,156.25 | $310,260.41 | 111.65% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 5,930 | $846,454.72 | $764,851.4 | -$81,603.32 | -9.64% |
Williamson Legacy Group LLC Williamson Legacy Group, LLC | 20,718 | $2.41M | $3.19M | $778,875.02 | 32.37% |
Corey Saft Sivia Capital Partners, LLC | 3,806 | $466,544.72 | $579,920.22 | $113,375.5 | 24.3% |
Kyle Jones Pineridge Advisors LLC | 39 | $1,435.62 | $5,942.43 | $4,506.81 | 313.93% |
Ashley Meredith Abel Hall, LLC | 1,546 | $218,367.19 | $235,564.02 | $17,196.83 | 7.88% |
| CI CacheTech Inc. CacheTech Inc. | 5,165 | $619,526.49 | $829,189.1 | $209,662.61 | 33.84% |
Nitin Kumbhani Accent Capital Management, LLC | 4,198 | $589,468.19 | $645,400.52 | $55,932.33 | 9.49% |
Columbia Bank Columbia Bank | 4,384 | $239,139.82 | $667,990.08 | $428,850.26 | 179.33% |
| WL Wealthcollab LLC WealthCollab, LLC | 546 | $20,099 | $88,588.5 | $68,489.5 | 340.76% |
Ian Jameson American Capital Advisory, LLC | 8 | $1,116.27 | $1,218.96 | $102.69 | 9.2% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 6,751 | $980,617.5 | $1.03M | $48,032.37 | 4.9% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 41 | $2,678.96 | $6,380.83 | $3,701.87 | 138.18% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 2,313 | $191,174.08 | $352,431.81 | $161,257.73 | 84.35% |
James J. Karabas Embree Financial Group | 1,435 | $202,572.71 | $218,650.95 | $16,078.24 | 7.94% |
Richard Crinion Mediolanum International Funds Ltd | 68,628 | $9.28M | $10.46M | $1.17M | 12.65% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 149,029 | $20.57M | $19.22M | -$1.35M | -6.55% |
| HAS Hayley A. Snell LRI Investments, LLC | 56 | $7,965.5 | $8,532.72 | $567.22 | 7.12% |