| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Vickery BlueChip Wealth Advisors LLC | 7,488 | $257,797.93 | $404,052.48 | $146,254.55 | 56.73% |
Mark VanderPol VanderPol Investments L.L.C. | 4,585 | $241,048 | $236,723.55 | -$4,324.45 | -1.79% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 6,405 | $267,263 | $345,613.8 | $78,350.8 | 29.32% |
David Quinn Pine Harbor Wealth Management, LLC | 4,389 | $226,644.2 | $226,867.41 | $223.21 | 0.1% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 8,058 | $459,144.84 | $417,243.24 | -$41,901.6 | -9.13% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 3,744 | $182,520 | $202,026.24 | $19,506.24 | 10.69% |
Douglas E. Morisoli Fairman Group, LLC | 215 | $7,238.99 | $11,048.85 | $3,809.86 | 52.63% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 17,768 | $900,566.23 | $958,761.28 | $58,195.05 | 6.46% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 5,243 | $298,459.92 | $282,912.28 | -$15,547.64 | -5.21% |
Columbia Bank Columbia Bank | 76,897 | $3.04M | $4.15M | $1.11M | 36.46% |
Kelly Harris Glass Wealth Management Co LLC | 85,515 | $3.26M | $4.44M | $1.18M | 36.2% |
Robert Santos Arrowroot Family Office, LLC | 5,308 | $293,486.76 | $286,419.68 | -$7,067.08 | -2.41% |
| WL Wealthcollab LLC WealthCollab, LLC | 437 | $14,707.07 | $22,691.22 | $7,984.15 | 54.29% |
Ian Jameson American Capital Advisory, LLC | 36,934 | $1.34M | $1.91M | $570,720.22 | 42.72% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 38,061 | $1.59M | $2.05M | $462,926.67 | 29.1% |
David Maxey Heritage Family Offices, LLP | 8,378 | $428,224.51 | $452,076.88 | $23,852.37 | 5.57% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 8,480 | $416,707.84 | $438,246.4 | $21,538.56 | 5.17% |
Joel W. Lake Capstone Wealth Management, LLC | 8,735 | $497,720 | $471,340.6 | -$26,379.4 | -5.3% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 245,574 | $9.55M | $12.7M | $3.15M | 33% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 10,373 | $462,148.31 | $533,068.47 | $70,920.16 | 15.35% |