| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WL Wealthcollab LLC WealthCollab, LLC | 104,834 | $5.33M | $5.09M | -$237,934.01 | -4.46% |
Ian Jameson American Capital Advisory, LLC | 12 | $601 | $582.84 | -$18.16 | -3.02% |
Michael Stringer Lane & Associates LLC | 6,511 | $326,920.04 | $316,859.12 | -$10,060.92 | -3.08% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 37,460 | $1.88M | $1.82M | -$59,971.12 | -3.19% |
David Maxey Heritage Family Offices, LLP | 30,427 | $1.52M | $1.48M | -$48,845.82 | -3.2% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 234,855 | $11.66M | $11.38M | -$280,499.71 | -2.41% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 26,930 | $1.36M | $1.31M | -$52,647.75 | -3.87% |
Bray Creech Joel Adams & Associates, Inc. | 211,201 | $10.59M | $10.26M | -$327,943.8 | -3.1% |
Andrew Panko Tenon Financial LLC | 23,085 | $1.16M | $1.12M | -$44,333.94 | -3.81% |
James J. Karabas Embree Financial Group | 14,821 | $725,487.62 | $720,819.33 | -$4,668.29 | -0.64% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 16,784 | $822,919.97 | $813,940.08 | -$8,979.89 | -1.09% |
Brian Krause Cascade Financial Partners, LLC | 108,208 | $5.41M | $5.25M | -$163,008.44 | -3.01% |
Janice M. Powell Diversify Advisory Services, LLC | 142,029 | $6.99M | $6.91M | -$85,145.15 | -1.22% |
Taylor Faw Strathmore Capital Advisors, Inc. | 63,367 | $3.14M | $3.07M | -$64,351.77 | -2.05% |
Gillian Curran Prospect Financial Group LLC | 51,288 | $2.58M | $2.49M | -$89,251.97 | -3.46% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 400 | $19,956 | $19,218 | -$738 | -3.7% |
Josephine Lee New Insight Wealth Advisors | 9,028 | $447,563.19 | $437,316.32 | -$10,246.87 | -2.29% |
Andrew M. Price BRIGHT FINANCIAL ADVISORS, INC. | 6,255 | $311,371.39 | $303,430.05 | -$7,941.34 | -2.55% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 216,474 | $10.92M | $10.5M | -$421,208.42 | -3.86% |
Jennifer Quire Wrenne Financial Planning LLC | 81,536 | $4.07M | $3.96M | -$107,441.41 | -2.64% |