| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 32,665 | $2.6M | $2.82M | $223,428.59 | 8.59% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 10,427 | $886,145.61 | $909,599.34 | $23,453.73 | 2.65% |
Ashley Meredith Abel Hall, LLC | 9,611 | $838,569.03 | $830,870.95 | -$7,698.08 | -0.92% |
| CI CacheTech Inc. CacheTech Inc. | 4,337 | $345,269 | $374,933.65 | $29,664.65 | 8.59% |
Darin Pilacinski True Vision MN LLC | 5,535 | $411,204.99 | $478,500.75 | $67,295.76 | 16.37% |
Philip Smith SWP FINANCIAL LLC | 2,802 | $198,893.37 | $242,232.9 | $43,339.53 | 21.79% |
Nicholas Jeffries M3 Advisory Group, LLC | 6,718 | $353,960.88 | $580,771.1 | $226,810.22 | 64.08% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 2,876 | $267,763.9 | $250,887.86 | -$16,876.04 | -6.3% |
Mark VanderPol VanderPol Investments L.L.C. | 2,295 | $213,894 | $198,402.75 | -$15,491.25 | -7.24% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 2,747 | $227,012 | $237,478.15 | $10,466.15 | 4.61% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 4,751 | $324,951.55 | $410,723.95 | $85,772.4 | 26.4% |
Ian Jameson American Capital Advisory, LLC | 2,455 | $125,369.13 | $212,234.75 | $86,865.62 | 69.29% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 5,175 | $482,310.32 | $447,378.75 | -$34,931.57 | -7.24% |
David Maxey Heritage Family Offices, LLP | 22,998 | $2.04M | $1.99M | -$50,724.76 | -2.49% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 4,088 | $343,414.67 | $353,407.6 | $9,992.93 | 2.91% |
Mark Weiskind Fairway Wealth LLC | 15 | $1,240 | $1,296.75 | $56.75 | 4.58% |
Joel W. Lake Capstone Wealth Management, LLC | 7,173 | $592,777 | $620,105.85 | $27,328.85 | 4.61% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 256,277 | $17.83M | $22.16M | $4.33M | 24.29% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 1,208 | $86,308.61 | $107,717.36 | $21,408.75 | 24.8% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 26,674 | $1.54M | $2.31M | $769,278.08 | 50.06% |