| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cornelius T. McDonald III Wealth Group, Ltd. | 23,421 | $5.33M | $6.71M | $1.38M | 25.85% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 4,983 | $1.18M | $1.43M | $250,849.28 | 21.27% |
Jessica Vickery BlueChip Wealth Advisors LLC | 2,110 | $498,558.6 | $604,652.15 | $106,093.55 | 21.28% |
Michael Bailey MGB Wealth Management, LLC | 3,321 | $779,504.5 | $951,400.08 | $171,895.58 | 22.05% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,242 | $798,516.53 | $930,551.26 | $132,034.73 | 16.54% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 1,194 | $320,850.79 | $342,355.62 | $21,504.83 | 6.7% |
Columbia Bank Columbia Bank | 2,802 | $728,129.38 | $802,296.66 | $74,167.28 | 10.19% |
Cory Davis IMZ Advisory Inc | 1,249 | $291,988.2 | $359,618.32 | $67,630.12 | 23.16% |
| WL Wealthcollab LLC WealthCollab, LLC | 262 | $61,039 | $75,411.46 | $14,372.46 | 23.55% |
Ian Jameson American Capital Advisory, LLC | 24 | $5,522.94 | $6,924.48 | $1,401.54 | 25.38% |
Richard Zipkis Granite Group Advisors, LLC | 7,021 | $1.51M | $2.01M | $497,219.37 | 32.87% |
Michael Stringer Lane & Associates LLC | 2,831 | $713,231.53 | $808,646.84 | $95,415.31 | 13.38% |
Ryan Visniski Bryce Point Capital, LLC | 1,843 | $540,921 | $528,157.72 | -$12,763.28 | -2.36% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 6,256 | $1.85M | $1.79M | -$62,948.66 | -3.4% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 34 | $8,745.91 | $9,732.5 | $986.59 | 11.28% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 1,301 | $309,588.73 | $374,590.42 | $65,001.69 | 21% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 1,468 | $346,307.58 | $420,148.94 | $73,841.36 | 21.32% |
Janice M. Powell Diversify Advisory Services, LLC | 36,413 | $8.15M | $10.49M | $2.33M | 28.6% |
Jean-Francois Gonnet Sienna Gestion | 32,751 | $7.45M | $9.39M | $1.94M | 26.03% |
Duncan Harvey Nutshell Asset Management Ltd | 12,591 | $3.7M | $3.61M | -$81,589.52 | -2.21% |