| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Addis & Hill Inc. Addis & Hill, Inc | 11,978 | $417,669.4 | $839,957.25 | $422,287.85 | 101.11% |
Douglas E. Morisoli Fairman Group, LLC | 58 | $3,486.37 | $4,222.4 | $736.03 | 21.11% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 48,976 | $3.08M | $3.43M | $356,051.43 | 11.57% |
Ian Jameson American Capital Advisory, LLC | 57 | $3,839.45 | $3,958.08 | $118.63 | 3.09% |
Chris M. Frantz Catalina Capital Group, LLC | 3,872 | $167,686.11 | $288,735.04 | $121,048.93 | 72.19% |
Richard Zipkis Granite Group Advisors, LLC | 8,741 | $304,449.03 | $651,816.37 | $347,367.34 | 114.1% |
David Maxey Heritage Family Offices, LLP | 13,158 | $838,007.98 | $981,192.06 | $143,184.08 | 17.09% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 21,860 | $1.15M | $1.51M | $362,919.42 | 31.55% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 1,942 | $90,088.55 | $141,377.6 | $51,289.05 | 56.93% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 13,131 | $976,158.32 | $924,947.64 | -$51,210.68 | -5.25% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 3,333 | $238,118.38 | $242,642.4 | $4,524.02 | 1.9% |
Janice M. Powell Diversify Advisory Services, LLC | 49,777 | $3.48M | $3.47M | -$14,528.78 | -0.42% |
Kevyn Hill Hilltop National Bank | 12,705 | $499,094.73 | $886,427.85 | $387,333.12 | 77.61% |
Richard Crinion Mediolanum International Funds Ltd | 318,156 | $23.06M | $23.16M | $104,991.64 | 0.46% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 453,636 | $26.65M | $31.4M | $4.75M | 17.82% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 6,936 | $415,444.96 | $481,566.48 | $66,121.52 | 15.92% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 3,456 | $251,527.72 | $251,596.8 | $69.08 | 0.03% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 4,456 | $321,742.26 | $309,380.08 | -$12,362.18 | -3.84% |
| HAS Hayley A. Snell LRI Investments, LLC | 2,576 | $132,300.77 | $178,310.72 | $46,009.95 | 34.78% |
David Millar Gen-Wealth Partners Inc | 272 | $13,000.34 | $18,852.32 | $5,851.98 | 45.01% |