| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kuhn Kuhn & Co Investment Counsel | 618 | $633,677.83 | $637,776 | $4,098.17 | 0.65% |
Corey Saft Sivia Capital Partners, LLC | 443 | $461,579.66 | $457,176 | -$4,403.66 | -0.95% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 207 | $212,624.17 | $213,624 | $999.83 | 0.47% |
| STY Samer T. Yaghnam Unisphere Establishment | 911,700 | $914.2M | $940.87M | $26.68M | 2.92% |
Angela Pompian Sunpointe, LLC | 572 | $601,243.14 | $590,538.52 | -$10,704.62 | -1.78% |
Kyle Jones Pineridge Advisors LLC | 5 | $5,142.19 | $5,160 | $17.81 | 0.35% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 915 | $935,471.32 | $944,280 | $8,808.68 | 0.94% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 675 | $700,882.88 | $696,600 | -$4,282.88 | -0.61% |
Stacy Creekmur Creekmur Asset Management LLC | 31 | $32,463.35 | $31,992 | -$471.35 | -1.45% |
Ashley Meredith Abel Hall, LLC | 740 | $786,616.99 | $763,983.4 | -$22,633.59 | -2.88% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 356 | $398,331.48 | $367,392 | -$30,939.48 | -7.77% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 497 | $509,480 | $512,904 | $3,424 | 0.67% |
Douglas E. Morisoli Fairman Group, LLC | 40 | $41,004 | $41,280 | $276 | 0.67% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 461 | $455,535.72 | $475,752 | $20,216.28 | 4.44% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 262 | $273,042.27 | $270,491.42 | -$2,550.85 | -0.93% |
Columbia Bank Columbia Bank | 3,679 | $3.77M | $3.8M | $29,103.62 | 0.77% |
Kelly Harris Glass Wealth Management Co LLC | 726 | $744,229.8 | $749,232 | $5,002.2 | 0.67% |
| WL Wealthcollab LLC WealthCollab, LLC | 3 | $3,076 | $3,096 | $20 | 0.65% |
Ian Jameson American Capital Advisory, LLC | 5 | $5,158.8 | $5,160 | $1.2 | 0.02% |
Chris M. Frantz Catalina Capital Group, LLC | 381 | $360,609.16 | $393,192 | $32,582.84 | 9.04% |