| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 2,043 | $1.36M | $1.93M | $572,448.07 | 42.12% |
Cornelius T. McDonald III Wealth Group, Ltd. | 6,943 | $6.44M | $6.56M | $121,258.63 | 1.88% |
Nitin Kumbhani Accent Capital Management, LLC | 6,020 | $5.59M | $5.69M | $105,951.4 | 1.9% |
Philip Smith SWP FINANCIAL LLC | 302 | $212,353.36 | $285,539.49 | $73,186.13 | 34.46% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 5,019 | $3.45M | $4.75M | $1.3M | 37.66% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 291 | $266,060.67 | $275,139.04 | $9,078.37 | 3.41% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 341 | $267,355.08 | $322,413.79 | $55,058.71 | 20.59% |
Nicholas Jeffries M3 Advisory Group, LLC | 795 | $612,318.14 | $751,668.52 | $139,350.38 | 22.76% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 7,969 | $7.21M | $7.53M | $319,701.66 | 4.43% |
Jessica Vickery BlueChip Wealth Advisors LLC | 319 | $296,445.91 | $301,612.9 | $5,166.99 | 1.74% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 446 | $403,400.84 | $421,643.94 | $18,243.1 | 4.52% |
David Quinn Pine Harbor Wealth Management, LLC | 725 | $531,544.54 | $685,407.75 | $153,863.21 | 28.95% |
Fox Hill Wealth Management Fox Hill Wealth Management | 2,585 | $1.8M | $2.44M | $642,904.07 | 35.7% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 695 | $584,319.11 | $657,046.05 | $72,726.94 | 12.45% |
Donald O. Dempster DLK Investment Management, LLC | 9,426 | $6.41M | $8.93M | $2.52M | 39.27% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 2,606 | $2.48M | $2.46M | -$16,732.97 | -0.67% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 221 | $208,183 | $208,931.19 | $748.19 | 0.36% |
Columbia Bank Columbia Bank | 4,342 | $3.35M | $4.1M | $757,443.18 | 22.63% |
Cory Davis IMZ Advisory Inc | 266 | $250,474.41 | $251,473.74 | $999.33 | 0.4% |
Robert Santos Arrowroot Family Office, LLC | 978 | $874,731.33 | $924,591.42 | $49,860.09 | 5.7% |