| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Meredith Abel Hall, LLC | 211 | $202,417 | $233,788 | $31,371 | 15.5% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 500 | $536,816.89 | $570,625 | $33,808.11 | 6.3% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 568 | $576,680.13 | $648,667.36 | $71,987.23 | 12.48% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 318 | $308,945.01 | $361,193.94 | $52,248.93 | 16.91% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 312 | $327,022.35 | $354,176.16 | $27,153.81 | 8.3% |
Columbia Bank Columbia Bank | 4,085 | $4.15M | $4.68M | $523,980.65 | 12.62% |
Kelly Harris Glass Wealth Management Co LLC | 726 | $744,229.8 | $805,453.44 | $61,223.64 | 8.23% |
| WL Wealthcollab LLC WealthCollab, LLC | 3 | $3,076 | $3,332.76 | $256.76 | 8.35% |
Ian Jameson American Capital Advisory, LLC | 5 | $5,158.8 | $5,560.7 | $401.9 | 7.79% |
Chris M. Frantz Catalina Capital Group, LLC | 381 | $360,609.16 | $436,475.5 | $75,866.34 | 21.04% |
Michael Stringer Lane & Associates LLC | 302 | $324,740.16 | $338,759.44 | $14,019.28 | 4.32% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 4,433 | $4.12M | $5.07M | $951,465.12 | 23.08% |
Joel W. Lake Capstone Wealth Management, LLC | 219 | $210,582 | $249,705.99 | $39,123.99 | 18.58% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 9,789 | $10.68M | $10.97M | $294,970.04 | 2.76% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 570 | $584,338.98 | $645,328.35 | $60,989.37 | 10.44% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 3,286 | $3.11M | $3.71M | $599,805.46 | 19.27% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 612 | $583,219.23 | $701,094.96 | $117,875.73 | 20.21% |
James J. Karabas Embree Financial Group | 5,504 | $5.23M | $6.24M | $1.01M | 19.37% |
Brian Krause Cascade Financial Partners, LLC | 291 | $297,365.89 | $330,308.28 | $32,942.39 | 11.08% |
Janice M. Powell Diversify Advisory Services, LLC | 2,153 | $2.12M | $2.4M | $278,444.51 | 13.13% |