| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Pompian Sunpointe, LLC | 646 | $213,258 | $241,836.55 | $28,578.55 | 13.4% |
Kyle Jones Pineridge Advisors LLC | 100 | $19,049 | $37,436 | $18,387 | 96.52% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 733 | $241,977.96 | $281,717.55 | $39,739.59 | 16.42% |
Ashley Meredith Abel Hall, LLC | 1,098 | $327,299 | $411,047.27 | $83,748.27 | 25.59% |
Darin Pilacinski True Vision MN LLC | 2,532 | $582,714.48 | $947,879.49 | $365,165.01 | 62.67% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 48 | $12,277.75 | $17,969.28 | $5,691.53 | 46.36% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 4,827 | $1.18M | $1.81M | $628,130.7 | 53.28% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,187 | $391,852.44 | $439,379.92 | $47,527.48 | 12.13% |
| WL Wealthcollab LLC WealthCollab, LLC | 65 | $12,382.08 | $24,981.77 | $12,599.69 | 101.76% |
Ian Jameson American Capital Advisory, LLC | 154 | $30,511.26 | $57,651.44 | $27,140.18 | 88.95% |
Chris M. Frantz Catalina Capital Group, LLC | 754 | $173,464.89 | $282,267.43 | $108,802.54 | 62.72% |
David Maxey Heritage Family Offices, LLP | 933 | $308,000 | $349,277.87 | $41,277.87 | 13.4% |
Joel W. Lake Capstone Wealth Management, LLC | 1,560 | $514,987 | $584,001.58 | $69,014.58 | 13.4% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 6,045 | $1.09M | $2.26M | $1.17M | 107.21% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 790 | $163,481.41 | $297,948.49 | $134,467.08 | 82.25% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 1,985 | $517,210.5 | $743,104.58 | $225,894.08 | 43.68% |
Janice M. Powell Diversify Advisory Services, LLC | 7,860 | $2.59M | $3.02M | $426,129.82 | 16.42% |
Jean-Francois Gonnet Sienna Gestion | 40,090 | $9.37M | $14.84M | $5.47M | 58.35% |
Kevyn Hill Hilltop National Bank | 412 | $104,633.86 | $154,236.32 | $49,602.46 | 47.41% |
Taylor Faw Strathmore Capital Advisors, Inc. | 703 | $212,818.95 | $270,187.5 | $57,368.55 | 26.96% |