| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 176 | $36,970.51 | $40,305.76 | $3,335.25 | 9.02% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 3,957 | $845,135.18 | $896,458.35 | $51,323.17 | 6.07% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 2,063 | $433,846.33 | $466,898.16 | $33,051.83 | 7.62% |
Janice M. Powell Diversify Advisory Services, LLC | 27,101 | $6.04M | $6.17M | $129,813.79 | 2.15% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 1,761 | $361,918.75 | $398,954.55 | $37,035.8 | 10.23% |
Kevyn Hill Hilltop National Bank | 598 | $131,501.29 | $135,476.9 | $3,975.61 | 3.02% |
Brady Green GGM Financials LLC | 1,124 | $255,121.68 | $254,642.2 | -$479.48 | -0.19% |
Richard Crinion Mediolanum International Funds Ltd | 55,915 | $11.3M | $12.67M | $1.37M | 12.08% |
Michael Souza Koa Wealth Management, LLC | 5,013 | $1.06M | $1.14M | $72,893.66 | 6.86% |
CLINE REASOR Gratus Wealth Advisors, LLC | 1,268 | $267,416.15 | $287,265.4 | $19,849.25 | 7.42% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 132,134 | $26.94M | $29.67M | $2.73M | 10.14% |
Joe Miller Miller Financial Services LLC | 1,375 | $277,561.21 | $311,506.25 | $33,945.04 | 12.23% |
Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO | 1,335 | $284,468.89 | $302,444.25 | $17,975.36 | 6.32% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 2,991 | $644,520.64 | $670,911.21 | $26,390.57 | 4.09% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 1,130 | $240,826.42 | $256,001.5 | $15,175.08 | 6.3% |
DAVID REICHERT Atlatl Advisers LLC | 188 | $41,901 | $42,591.4 | $690.4 | 1.65% |
| HAS Hayley A. Snell LRI Investments, LLC | 1,736 | $376,357.32 | $393,290.8 | $16,933.48 | 4.5% |
David Millar Gen-Wealth Partners Inc | 387 | $82,231.15 | $88,108.29 | $5,877.14 | 7.15% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 1,504 | $255,324.13 | $340,731.2 | $85,407.07 | 33.45% |
| NI NCP Inc. NCP Inc. | 4,040 | $861,066.21 | $914,332.8 | $53,266.59 | 6.19% |