| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 28,286 | $3.74M | $3.82M | $82,311.98 | 2.2% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8,768 | $902,223.65 | $1.18M | $276,721.72 | 30.67% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 200 | $21,202 | $26,992 | $5,790 | 27.31% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 112 | $11,375 | $15,059.52 | $3,684.52 | 32.39% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 32 | $3,002 | $4,298.24 | $1,296.24 | 43.18% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 160 | $9,752.96 | $21,513.6 | $11,760.64 | 120.59% |
| BDP Barnes Dennig Private Wealth Management LLC Barnes Dennig Private Wealth Management LLC | 214 | $28,269 | $28,838.64 | $569.64 | 2.02% |
Eric C. Jansen Finivi Inc. | 26,758 | $3.53M | $3.59M | $59,937.72 | 1.7% |