| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Erik Roemer GERBER, LLC | 1,365 | $396,747.87 | $599,207.7 | $202,459.83 | 51.03% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 10,770 | $3.11M | $4.66M | $1.54M | 49.62% |
Nicholas Jeffries M3 Advisory Group, LLC | 735 | $215,732.64 | $321,007.57 | $105,274.93 | 48.8% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 2,713 | $766,018.11 | $1.19M | $423,144.05 | 55.24% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 1,413 | $475,748.71 | $616,944.06 | $141,195.35 | 29.68% |
Donald O. Dempster DLK Investment Management, LLC | 19,891 | $5.87M | $8.73M | $2.86M | 48.78% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 1,847 | $570,700.85 | $805,753.75 | $235,052.9 | 41.19% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 579 | $203,721 | $251,726.04 | $48,005.04 | 23.56% |
Columbia Bank Columbia Bank | 2,106 | $596,332.41 | $919,921.86 | $323,589.45 | 54.26% |
Kelly Harris Glass Wealth Management Co LLC | 640 | $209,478 | $282,118.4 | $72,640.4 | 34.68% |
| WL Wealthcollab LLC WealthCollab, LLC | 78 | $24,744.9 | $34,320 | $9,575.1 | 38.7% |
Ian Jameson American Capital Advisory, LLC | 921 | $269,977.51 | $405,359.73 | $135,382.22 | 50.15% |
Richard Zipkis Granite Group Advisors, LLC | 5,936 | $1.68M | $2.58M | $899,579.57 | 53.4% |
Michael Stringer Lane & Associates LLC | 1,563 | $388,978.54 | $678,373.26 | $289,394.72 | 74.4% |
David Maxey Heritage Family Offices, LLP | 629 | $227,767 | $274,401.25 | $46,634.25 | 20.47% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 993 | $349,386.68 | $430,981.86 | $81,595.18 | 23.35% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 103,640 | $26.53M | $44.98M | $18.45M | 69.54% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 111 | $33,472.94 | $48,262.8 | $14,789.86 | 44.18% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 585 | $198,960.71 | $252,801.9 | $53,841.19 | 27.06% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 655 | $215,591.41 | $285,154.25 | $69,562.84 | 32.27% |