| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Vickery BlueChip Wealth Advisors LLC | 357 | $328,733.58 | $349,663.65 | $20,930.07 | 6.37% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 363 | $324,901.08 | $355,540.35 | $30,639.27 | 9.43% |
David Quinn Pine Harbor Wealth Management, LLC | 725 | $531,544.54 | $710,101.25 | $178,556.71 | 33.59% |
Fox Hill Wealth Management Fox Hill Wealth Management | 2,581 | $1.8M | $2.53M | $730,772.61 | 40.66% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 592 | $486,795.98 | $579,834.4 | $93,038.42 | 19.11% |
Donald O. Dempster DLK Investment Management, LLC | 9,431 | $6.35M | $9.24M | $2.89M | 45.47% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 1,181 | $1.06M | $1.16M | $94,621.36 | 8.91% |
Columbia Bank Columbia Bank | 4,195 | $3.2M | $4.11M | $908,197.29 | 28.38% |
Cory Davis IMZ Advisory Inc | 320 | $301,573.62 | $313,424 | $11,850.38 | 3.93% |
Robert Santos Arrowroot Family Office, LLC | 937 | $836,358.09 | $917,744.65 | $81,386.56 | 9.73% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 2,783 | $2.77M | $2.73M | -$44,151.69 | -1.59% |
| WL Wealthcollab LLC WealthCollab, LLC | 437 | $376,860.71 | $428,019.65 | $51,158.94 | 13.58% |
Kayla Tweedy JBR Co Financial Management Inc | 1,399 | $924,467.55 | $1.37M | $445,783 | 48.22% |
Ian Jameson American Capital Advisory, LLC | 895 | $615,767.25 | $876,607.75 | $260,840.5 | 42.36% |
Chris M. Frantz Catalina Capital Group, LLC | 644 | $561,187.86 | $630,765.8 | $69,577.94 | 12.4% |
Richard Zipkis Granite Group Advisors, LLC | 324 | $220,437.02 | $317,341.8 | $96,904.78 | 43.96% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 624 | $507,290.58 | $611,176.8 | $103,886.22 | 20.48% |
Jeremy Wallace Wallace Hart LLC | 621 | $587,329.37 | $608,238.45 | $20,909.08 | 3.56% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 2,333 | $1.85M | $2.29M | $432,928.05 | 23.37% |
David Maxey Heritage Family Offices, LLP | 313 | $282,261.72 | $306,567.85 | $24,306.13 | 8.61% |