| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chandler te Velde Maia Wealth LLC | 5,904 | $463,518.09 | $524,629.44 | $61,111.35 | 13.18% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,426 | $109,469.58 | $126,593.15 | $17,123.57 | 15.64% |
Susan Sharin Efficient Frontier Advisors LLC | 3,439 | $241,816.69 | $305,589.54 | $63,772.85 | 26.37% |
Margaret Nickens Elm3 Financial Group, LLC | 2,909 | $239,809 | $258,493.74 | $18,684.74 | 7.79% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 8,534 | $556,923.03 | $757,605.85 | $200,682.82 | 36.03% |
Jonathan Chatfield LM Advisors LLC | 703 | $51,252.46 | $62,408.82 | $11,156.36 | 21.77% |
David Novak Novak & Powell Financial Services, Inc. | 12,486 | $913,213.86 | $1.11M | $195,230.79 | 21.38% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 33,522 | $2.37M | $2.98M | $605,221.89 | 25.52% |
Angela Mari Abich Financial Wealth Management LLC | 416,995 | $32.36M | $37.01M | $4.65M | 14.37% |
Anne Wright Lummis Asset Management, LP | 16,504 | $1.1M | $1.47M | $364,684.99 | 33.14% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,706 | $110,002.7 | $151,467.21 | $41,464.51 | 37.69% |
Jay S. Arce Taylor Financial Group, Inc. | 4,433 | $297,615.82 | $393,583.9 | $95,968.08 | 32.25% |
Nitin Kumbhani Accent Capital Management, LLC | 29,215 | $2.41M | $2.59M | $184,054.5 | 7.64% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 23,099 | $1.49M | $2.05M | $561,590.98 | 37.64% |
Lindsey Cooksen Cooksen Wealth, LLC | 58,417 | $3.81M | $5.18M | $1.37M | 36.08% |
Addis & Hill Inc. Addis & Hill, Inc | 76,302 | $5.01M | $6.77M | $1.76M | 35.2% |
Robert Santos Arrowroot Family Office, LLC | 3,023 | $234,324.38 | $268,230.79 | $33,906.41 | 14.47% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,028 | $66,286 | $91,281.26 | $24,995.26 | 37.71% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 9,420 | $617,368.94 | $835,695.3 | $218,326.36 | 35.36% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 25 | $1,681 | $2,218.87 | $537.87 | 32% |