| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 4,675 | $386,312.54 | $392,162.37 | $5,849.83 | 1.51% |
Ian Jameson American Capital Advisory, LLC | 2,455 | $125,369.13 | $203,421.3 | $78,052.17 | 62.26% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 18,514 | $1.58M | $1.56M | -$23,544.83 | -1.49% |
David Maxey Heritage Family Offices, LLP | 22,998 | $2.04M | $1.93M | -$105,115.03 | -5.16% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 4,088 | $343,414.67 | $338,363.76 | -$5,050.91 | -1.47% |
Mark Weiskind Fairway Wealth LLC | 15 | $1,240 | $1,262.7 | $22.7 | 1.83% |
Joel W. Lake Capstone Wealth Management, LLC | 7,173 | $592,777 | $604,827.36 | $12,050.36 | 2.03% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 256,277 | $17.83M | $21.21M | $3.38M | 18.97% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 1,208 | $86,308.61 | $100,910.28 | $14,601.67 | 16.92% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 26,258 | $1.51M | $2.19M | $674,042.78 | 44.56% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 37,871 | $2.74M | $3.19M | $448,875.37 | 16.37% |
James J. Karabas Embree Financial Group | 4,465 | $336,401.71 | $374,635.82 | $38,234.11 | 11.37% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 4,239 | $266,478.37 | $353,998.89 | $87,520.52 | 32.84% |
Brian Krause Cascade Financial Partners, LLC | 5,375 | $313,602.18 | $450,613.12 | $137,010.94 | 43.69% |
Janice M. Powell Diversify Advisory Services, LLC | 58,391 | $4.74M | $4.85M | $110,200.16 | 2.32% |
Kevyn Hill Hilltop National Bank | 12,409 | $790,691.26 | $1.03M | $243,971.16 | 30.86% |
Brady Green GGM Financials LLC | 235 | $19,698.19 | $19,691.82 | -$6.37 | -0.03% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 42,497 | $2.52M | $3.53M | $1M | 39.78% |
Richard Crinion Mediolanum International Funds Ltd | 184,923 | $13.37M | $15.4M | $2.02M | 15.14% |
CLINE REASOR Gratus Wealth Advisors, LLC | 2,766 | $247,836.34 | $232,592.94 | -$15,243.4 | -6.15% |