| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Douglas E. Morisoli Fairman Group, LLC | 66 | $20,317.02 | $26,485.8 | $6,168.78 | 30.36% |
Donald O. Dempster DLK Investment Management, LLC | 563 | $233,999.69 | $230,548.5 | -$3,451.19 | -1.47% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 2,291 | $861,899.97 | $920,855.99 | $58,956.02 | 6.84% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 747 | $318,399.76 | $299,703.87 | -$18,695.89 | -5.87% |
Columbia Bank Columbia Bank | 600 | $249,378 | $238,848 | -$10,530 | -4.22% |
Cory Davis IMZ Advisory Inc | 1,191 | $481,095.65 | $478,394.92 | -$2,700.73 | -0.56% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 4,418 | $1.39M | $1.77M | $388,215.78 | 28.02% |
| WL Wealthcollab LLC WealthCollab, LLC | 82 | $36,732.78 | $33,654.44 | -$3,078.34 | -8.38% |
Ian Jameson American Capital Advisory, LLC | 143 | $45,565.4 | $58,675.76 | $13,110.36 | 28.77% |
Chris M. Frantz Catalina Capital Group, LLC | 926 | $500,583.22 | $369,196.2 | -$131,387.02 | -26.25% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 2,653 | $1.34M | $1.06M | -$278,415.04 | -20.75% |
David Maxey Heritage Family Offices, LLP | 2,797 | $1.16M | $1.12M | -$38,499.52 | -3.31% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 1,034 | $323,097.87 | $420,548.48 | $97,450.61 | 30.16% |
Mark Weiskind Fairway Wealth LLC | 26 | $11,888.12 | $10,447.84 | -$1,440.28 | -12.12% |
Joel W. Lake Capstone Wealth Management, LLC | 844 | $350,792 | $338,376.48 | -$12,415.52 | -3.54% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 23,459 | $11.61M | $9.54M | -$2.07M | -17.86% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 14 | $5,396.12 | $5,598.53 | $202.41 | 3.75% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 13,956 | $5.2M | $5.61M | $406,767.7 | 7.82% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 1,709 | $687,162.15 | $680,933.96 | -$6,228.19 | -0.91% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 1,531 | $728,519.31 | $613,287.98 | -$115,231.33 | -15.82% |