| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kuhn Kuhn & Co Investment Counsel | 4,997 | $1.73M | $1.13M | -$600,639.51 | -34.68% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 32 | $9,564.48 | $7,304 | -$2,260.48 | -23.63% |
Corey Saft Sivia Capital Partners, LLC | 8,807 | $1.1M | $1.98M | $882,945.86 | 80.56% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 2,325 | $289,323 | $530,018.62 | $240,695.62 | 83.19% |
Kyle Jones Pineridge Advisors LLC | 24 | $7,808.01 | $5,389.2 | -$2,418.81 | -30.98% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,879 | $429,133.12 | $422,098.56 | -$7,034.56 | -1.64% |
Ashley Meredith Abel Hall, LLC | 1,628 | $407,981.7 | $367,016.32 | -$40,965.38 | -10.04% |
Erik Roemer GERBER, LLC | 2,059 | $721,543.56 | $462,471.99 | -$259,071.57 | -35.91% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 3,124 | $842,589.75 | $710,007.1 | -$132,582.65 | -15.74% |
Michael Bailey MGB Wealth Management, LLC | 880 | $292,366.13 | $200,024 | -$92,342.13 | -31.58% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,567 | $537,874.46 | $356,406.31 | -$181,468.15 | -33.74% |
Douglas E. Morisoli Fairman Group, LLC | 85,224 | $29.92M | $19.32M | -$10.6M | -35.42% |
Columbia Bank Columbia Bank | 2,688 | $841,623.65 | $607,662.72 | -$233,960.93 | -27.8% |
| WL Wealthcollab LLC WealthCollab, LLC | 50 | $14,641.88 | $11,244.25 | -$3,397.63 | -23.2% |
Ian Jameson American Capital Advisory, LLC | 14 | $3,888.35 | $3,153.64 | -$734.71 | -18.9% |
Richard Zipkis Granite Group Advisors, LLC | 2,693 | $524,001.79 | $609,883.71 | $85,881.92 | 16.39% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 21,034 | $5.73M | $4.73M | -$1M | -17.5% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 14 | $3,756.25 | $3,171.21 | -$585.04 | -15.58% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 61 | $11,874.43 | $13,922.64 | $2,048.21 | 17.25% |
James J. Karabas Embree Financial Group | 2,647 | $849,620.31 | $602,099.85 | -$247,520.46 | -29.13% |