| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 1,237 | $261,786.34 | $295,890.4 | $34,104.06 | 13.03% |
Douglas E. Morisoli Fairman Group, LLC | 546 | $89,902.28 | $130,603.2 | $40,700.92 | 45.27% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 12,422 | $2.06M | $2.96M | $902,972.23 | 43.93% |
| WL Wealthcollab LLC WealthCollab, LLC | 5,710 | $1.18M | $1.37M | $191,189.34 | 16.25% |
Jeremy Wallace Wallace Hart LLC | 100 | $20,934 | $23,920 | $2,986 | 14.26% |
David Maxey Heritage Family Offices, LLP | 1,818 | $307,224.95 | $435,374.64 | $128,149.69 | 41.71% |
Mark Weiskind Fairway Wealth LLC | 93,344 | $16.09M | $22.35M | $6.26M | 38.91% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,270 | $475,202 | $542,484.6 | $67,282.6 | 14.16% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 6 | $1,042.29 | $1,434.63 | $392.34 | 37.64% |
Andrew Panko Tenon Financial LLC | 251,213 | $49.43M | $60.11M | $10.67M | 21.59% |
James J. Karabas Embree Financial Group | 2,098 | $431,763 | $504,023.52 | $72,260.52 | 16.74% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 1,945 | $400,281 | $465,380.15 | $65,099.15 | 16.26% |
Brian Krause Cascade Financial Partners, LLC | 6,246 | $1.05M | $1.49M | $444,812.08 | 42.38% |
Taylor Faw Strathmore Capital Advisors, Inc. | 2,225 | $465,292 | $532,375.75 | $67,083.75 | 14.42% |
Gillian Curran Prospect Financial Group LLC | 1,692 | $321,446 | $404,844.84 | $83,398.84 | 25.94% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 4,625 | $966,999.64 | $1.11M | $138,860.98 | 14.36% |
DAVID REICHERT Atlatl Advisers LLC | 2,474 | $490,165.68 | $591,545.77 | $101,380.09 | 20.68% |
| HAS Hayley A. Snell LRI Investments, LLC | 437 | $74,640 | $104,036.59 | $29,396.59 | 39.38% |
Bruce Wheadon Transce3nd, LLC | 49 | $10,753 | $11,716.14 | $963.14 | 8.96% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 119,471 | $21.93M | $28.57M | $6.64M | 30.26% |