| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Richert Clayton Financial Group LLC | 35 | $6,497 | $7,498.05 | $1,001.05 | 15.41% |
Alan Gilmore Private Wealth Management Group, LLC | 22 | $2,060.09 | $4,711.74 | $2,651.65 | 128.72% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 657 | $117,126.58 | $140,749.11 | $23,622.53 | 20.17% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 48,160 | $4.67M | $10.32M | $5.65M | 121.08% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 2,343 | $463,280 | $501,940.89 | $38,660.89 | 8.35% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 13,126 | $2.6M | $2.81M | $216,054.42 | 8.33% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 127 | $19,457.83 | $27,207.21 | $7,749.38 | 39.83% |
Corey Saft Sivia Capital Partners, LLC | 1,099 | $165,713.83 | $235,372.83 | $69,659 | 42.04% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,370 | $313,825.09 | $507,582.9 | $193,757.81 | 61.74% |
Stacy Creekmur Creekmur Asset Management LLC | 255 | $23,124.55 | $54,628.65 | $31,504.1 | 136.24% |
Ashley Meredith Abel Hall, LLC | 1,395 | $258,846 | $298,767.15 | $39,921.15 | 15.42% |
| CI CacheTech Inc. CacheTech Inc. | 1,031 | $203,839 | $220,809.27 | $16,970.27 | 8.33% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 3,567 | $584,103.3 | $763,944.39 | $179,841.09 | 30.79% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 3,838 | $481,755.84 | $822,214.74 | $340,458.9 | 70.67% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 906 | $139,280.29 | $194,092.38 | $54,812.09 | 39.35% |
| WL Wealthcollab LLC WealthCollab, LLC | 29 | $4,849.76 | $6,212.67 | $1,362.91 | 28.1% |
Ian Jameson American Capital Advisory, LLC | 26 | $4,568.83 | $5,569.98 | $1,001.15 | 21.91% |
Mark Weiskind Fairway Wealth LLC | 10 | $1,856 | $2,142.3 | $286.3 | 15.43% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 73 | $9,200.33 | $15,638.79 | $6,438.46 | 69.98% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 160 | $25,712.44 | $34,267.2 | $8,554.76 | 33.27% |