| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Liguori NAPATREE CAPITAL LLC | 5,525 | $320,228.89 | $467,359.75 | $147,130.86 | 45.95% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 25,639 | $1.49M | $2.17M | $677,338.7 | 45.41% |
Douglas E. Morisoli Fairman Group, LLC | 3,008 | $177,723.72 | $254,446.72 | $76,723 | 43.17% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 4,184 | $357,679 | $353,924.56 | -$3,754.44 | -1.05% |
| WL Wealthcollab LLC WealthCollab, LLC | 238,561 | $14.69M | $20.71M | $6.02M | 40.98% |
Kayla Tweedy JBR Co Financial Management Inc | 3,890 | $225,464.36 | $329,055.1 | $103,590.74 | 45.95% |
Ian Jameson American Capital Advisory, LLC | 74 | $4,819.41 | $6,259.66 | $1,440.25 | 29.88% |
Chris M. Frantz Catalina Capital Group, LLC | 2,808 | $216,523 | $237,528.72 | $21,005.72 | 9.7% |
Michael Stringer Lane & Associates LLC | 3,923 | $237,058.8 | $331,846.57 | $94,787.77 | 39.98% |
David Maxey Heritage Family Offices, LLP | 8,102 | $617,282.5 | $685,348.18 | $68,065.68 | 11.03% |
Mark Weiskind Fairway Wealth LLC | 2,972 | $196,933.01 | $251,401.48 | $54,468.47 | 27.66% |
Joel W. Lake Capstone Wealth Management, LLC | 3,397 | $205,986.32 | $287,352.23 | $81,365.91 | 39.5% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 133,629 | $11.08M | $11.3M | $225,507.08 | 2.04% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 41,498 | $2.52M | $3.51M | $986,608.24 | 39.09% |
Bray Creech Joel Adams & Associates, Inc. | 57,874 | $3.53M | $5M | $1.46M | 41.35% |
Andrew Panko Tenon Financial LLC | 623,658 | $44.26M | $52.76M | $8.5M | 19.2% |
James J. Karabas Embree Financial Group | 3,761 | $221,862.72 | $318,142.99 | $96,280.27 | 43.4% |
Janice M. Powell Diversify Advisory Services, LLC | 54,067 | $4.53M | $4.69M | $164,382.61 | 3.63% |
Kevyn Hill Hilltop National Bank | 862 | $56,059.72 | $72,916.58 | $16,856.86 | 30.07% |
Taylor Faw Strathmore Capital Advisors, Inc. | 26,249 | $1.99M | $2.28M | $291,999.43 | 14.69% |