| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CY Cathy Yasui Central Pacific Bank - Trust Division | 11 | $1,706 | $1,987.81 | $281.81 | 16.52% |
| HAS Hayley A. Snell LRI Investments, LLC | 1,215 | $167,324.21 | $219,154.17 | $51,829.96 | 30.98% |
Andrew Bowers BridgePort Financial Solutions, LLC | 4,215 | $569,337.75 | $760,933.95 | $191,596.2 | 33.65% |
| PIF Partners in Financial Planning Partners in Financial Planning | 19,332 | $1.96M | $3.5M | $1.54M | 78.95% |
Baer Investment Advisory LLC Baer Investment Advisory LLC | 15,353 | $2.38M | $2.77M | $390,349.5 | 16.4% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 6,350 | $781,506.29 | $1.15M | $364,732.21 | 46.67% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 2,197 | $308,804.44 | $396,580.47 | $87,776.03 | 28.42% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 2 | $310 | $361.4 | $51.4 | 16.58% |