| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kayla Tweedy JBR Co Financial Management Inc | 32,103 | $1.41M | $1.5M | $90,994.88 | 6.47% |
Ian Jameson American Capital Advisory, LLC | 1,553 | $66,025.43 | $72,447.45 | $6,429.79 | 9.74% |
Michael Stringer Lane & Associates LLC | 8,613 | $367,529.83 | $401,796.45 | $34,309.68 | 9.33% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 20,605 | $934,581.58 | $961,223.25 | $26,744.69 | 2.86% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 10,534 | $445,944.26 | $491,411.1 | $45,519.51 | 10.21% |
Mark Weiskind Fairway Wealth LLC | 3,401 | $136,420.44 | $158,656.65 | $22,253.21 | 16.31% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 22 | $897 | $1,026.3 | $129.41 | 14.43% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 16,209 | $696,295.52 | $756,149.85 | $59,935.38 | 8.61% |
Kevyn Hill Hilltop National Bank | 16,179 | $671,912.99 | $754,750.35 | $82,918.26 | 12.34% |
Brady Green GGM Financials LLC | 338 | $14,843.39 | $15,767.7 | $926 | 6.24% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 25,859 | $1.09M | $1.21M | $119,465 | 10.99% |
Richard Crinion Mediolanum International Funds Ltd | 914,764 | $45.42M | $42.67M | -$2.74M | -6.04% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 25,608 | $1.11M | $1.19M | $82,269.13 | 7.39% |
Andrew M. Price BRIGHT FINANCIAL ADVISORS, INC. | 4,295 | $215,609 | $200,361.75 | -$15,225.77 | -7.06% |
Todd Lunsford International Private Wealth Advisors LLC | 32,851 | $1.33M | $1.53M | $198,718.55 | 14.9% |
Joe Miller Miller Financial Services LLC | 24,348 | $980,044.17 | $1.14M | $155,911.77 | 15.91% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 5,623 | $236,845.11 | $262,312.95 | $25,495.95 | 10.76% |
| HAS Hayley A. Snell LRI Investments, LLC | 13,321 | $552,409.31 | $621,424.65 | $69,081.95 | 12.51% |
| KFS Kelly Financial Services LLC Kelly Financial Services LLC | 8,162 | $373,140.28 | $380,757.3 | $7,657.83 | 2.05% |
David Millar Gen-Wealth Partners Inc | 48,217 | $2.04M | $2.25M | $204,567.17 | 10% |