| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,339 | $386,292.04 | $463,508.24 | $77,216.2 | 19.99% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 914 | $285,878.93 | $323,912.46 | $38,033.53 | 13.3% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 4,613 | $1.24M | $1.6M | $354,989.19 | 28.59% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,304 | $406,604.82 | $451,392.64 | $44,787.82 | 11.02% |
Columbia Bank Columbia Bank | 5,089 | $1.4M | $1.76M | $357,153.71 | 25.43% |
Cory Davis IMZ Advisory Inc | 1,098 | $319,531.41 | $388,834.74 | $69,303.33 | 21.69% |
| WL Wealthcollab LLC WealthCollab, LLC | 7 | $1,582 | $2,475.13 | $893.13 | 56.46% |
Ian Jameson American Capital Advisory, LLC | 15 | $4,646.22 | $5,314.42 | $668.2 | 14.38% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 1,818 | $499,228.36 | $629,318.88 | $130,090.52 | 26.06% |
Joel W. Lake Capstone Wealth Management, LLC | 909 | $309,733 | $314,659.44 | $4,926.44 | 1.59% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,650 | $675,645.63 | $934,893.5 | $259,247.87 | 38.37% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 418 | $117,680.67 | $146,362.7 | $28,682.03 | 24.37% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 5,231 | $1.51M | $1.85M | $344,238.26 | 22.85% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 1,693 | $531,153.56 | $586,048.88 | $54,895.32 | 10.34% |
James J. Karabas Embree Financial Group | 652 | $222,163 | $225,696.32 | $3,533.32 | 1.59% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 626 | $213,382 | $219,193.89 | $5,811.89 | 2.72% |
Brian Krause Cascade Financial Partners, LLC | 2,928 | $997,687 | $1.01M | $15,869.48 | 1.59% |
Janice M. Powell Diversify Advisory Services, LLC | 3,170 | $1.08M | $1.12M | $42,826.73 | 3.96% |
Kevyn Hill Hilltop National Bank | 172 | $56,059.79 | $61,159.76 | $5,099.97 | 9.1% |
Taylor Faw Strathmore Capital Advisors, Inc. | 1,878 | $529,317.96 | $657,581.7 | $128,263.74 | 24.23% |