| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 291 | $266,060.67 | $275,806.88 | $9,746.21 | 3.66% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 341 | $267,355.08 | $324,594.49 | $57,239.41 | 21.41% |
Nicholas Jeffries M3 Advisory Group, LLC | 795 | $612,318.14 | $756,752.56 | $144,434.42 | 23.59% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 7,969 | $7.21M | $7.59M | $370,663.5 | 5.14% |
Jessica Vickery BlueChip Wealth Advisors LLC | 319 | $296,445.91 | $303,652.91 | $7,207 | 2.43% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 446 | $403,400.84 | $424,542.94 | $21,142.1 | 5.24% |
David Quinn Pine Harbor Wealth Management, LLC | 725 | $531,544.54 | $690,120.26 | $158,575.72 | 29.83% |
Fox Hill Wealth Management Fox Hill Wealth Management | 2,581 | $1.8M | $2.46M | $659,640.28 | 36.7% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 695 | $584,319.11 | $661,563.56 | $77,244.45 | 13.22% |
Donald O. Dempster DLK Investment Management, LLC | 9,656 | $6.56M | $9.19M | $2.63M | 40.1% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 2,606 | $2.48M | $2.48M | $206.06 | 0.01% |
Columbia Bank Columbia Bank | 4,342 | $3.35M | $4.13M | $785,666.22 | 23.47% |
Cory Davis IMZ Advisory Inc | 266 | $250,474.41 | $253,202.74 | $2,728.33 | 1.09% |
Robert Santos Arrowroot Family Office, LLC | 978 | $874,731.33 | $926,997.28 | $52,265.95 | 5.98% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 2,796 | $2.79M | $2.66M | -$123,754.76 | -4.44% |
| WL Wealthcollab LLC WealthCollab, LLC | 496 | $432,053.54 | $472,564 | $40,510.46 | 9.38% |
Kayla Tweedy JBR Co Financial Management Inc | 1,179 | $779,249.98 | $1.12M | $343,028.34 | 44.02% |
Ian Jameson American Capital Advisory, LLC | 484 | $344,473.54 | $460,714.76 | $116,241.22 | 33.74% |
Chris M. Frantz Catalina Capital Group, LLC | 644 | $561,187.86 | $613,017.17 | $51,829.31 | 9.24% |
Richard Zipkis Granite Group Advisors, LLC | 329 | $225,114.38 | $313,171.81 | $88,057.43 | 39.12% |