| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 5,595 | $1.59M | $3M | $1.4M | 88.06% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 680 | $415,476.43 | $364,813.2 | -$50,663.23 | -12.19% |
Ashley Meredith Abel Hall, LLC | 614 | $317,004.61 | $321,846.52 | $4,841.91 | 1.53% |
Cornelius T. McDonald III Wealth Group, Ltd. | 12,287 | $7.44M | $6.49M | -$944,114.11 | -12.7% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 1,355 | $497,938.24 | $725,602.5 | $227,664.26 | 45.72% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 298 | $212,537 | $157,355.92 | -$55,181.08 | -25.96% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 421 | $231,427.22 | $227,192.65 | -$4,234.57 | -1.83% |
Columbia Bank Columbia Bank | 4,434 | $1.32M | $2.38M | $1.06M | 80.67% |
| WL Wealthcollab LLC WealthCollab, LLC | 2 | $1,427 | $1,049.79 | -$377.21 | -26.43% |
Ian Jameson American Capital Advisory, LLC | 28 | $18,259.88 | $14,688.8 | -$3,571.08 | -19.56% |
Chris M. Frantz Catalina Capital Group, LLC | 591 | $250,430.14 | $316,347.52 | $65,917.38 | 26.32% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 1,370 | $460,498.22 | $733,374.7 | $272,876.48 | 59.26% |
Joel W. Lake Capstone Wealth Management, LLC | 570 | $406,530 | $305,126.7 | -$101,403.3 | -24.94% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,488 | $559,575.74 | $792,702.24 | $233,126.5 | 41.66% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 23 | $8,665.62 | $12,356.63 | $3,691.01 | 42.59% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 5,336 | $2.26M | $2.83M | $574,561.39 | 25.46% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 1,182 | $370,486.08 | $632,021.33 | $261,535.25 | 70.59% |
James J. Karabas Embree Financial Group | 450 | $242,030.62 | $242,122.5 | $91.88 | 0.04% |
Davina Guinness Regents Gate Capital LLP | 810 | $435,796.19 | $431,495.1 | -$4,301.09 | -0.99% |
Janice M. Powell Diversify Advisory Services, LLC | 15,200 | $10.84M | $7.98M | -$2.86M | -26.38% |