| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rob Dainard Hara Capital LLC | 2,798 | $221,210 | $242,852.41 | $21,642.41 | 9.78% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,161 | $307,561.75 | $361,632.51 | $54,070.76 | 17.58% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 40 | $3,307.5 | $3,476.4 | $168.9 | 5.11% |
Scott Noble Boomfish Wealth Group, LLC | 2,526 | $218,878 | $218,915.79 | $37.79 | 0.02% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,192 | $271,660 | $277,512.48 | $5,852.48 | 2.15% |
Christian Scharosch 1248 Management, LLC | 514 | $44,636 | $44,918.46 | $282.46 | 0.63% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 11,393 | $872,756.59 | $989,254.19 | $116,497.6 | 13.35% |
Alan Gilmore Private Wealth Management Group, LLC | 83 | $6,562.21 | $7,213.53 | $651.32 | 9.93% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 175,434 | $14.9M | $15.25M | $347,805.76 | 2.33% |
Anne Wright Lummis Asset Management, LP | 864 | $60,661 | $75,340.8 | $14,679.8 | 24.2% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 2,790 | $221,163 | $242,632.35 | $21,469.35 | 9.71% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 14 | $1,133.57 | $1,219.96 | $86.39 | 7.62% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 11,101 | $804,399.32 | $975,000.83 | $170,601.51 | 21.21% |
Columbia Bank Columbia Bank | 2,884 | $253,163.77 | $251,744.36 | -$1,419.41 | -0.56% |
Mary Throop Summerhill Capital Management lnc. | 52,991 | $4.6M | $4.6M | -$5,451.29 | -0.12% |
| WL Wealthcollab LLC WealthCollab, LLC | 129 | $9,905.83 | $11,150.76 | $1,244.93 | 12.57% |
Richard Zipkis Granite Group Advisors, LLC | 3,529 | $279,002.74 | $305,364.37 | $26,361.63 | 9.45% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 11,461 | $948,504.11 | $1M | $51,926.58 | 5.47% |
Janice M. Powell Diversify Advisory Services, LLC | 3,321 | $287,764.65 | $287,997.12 | $232.47 | 0.08% |
Richard Crinion Mediolanum International Funds Ltd | 6,583 | $571,972 | $571,536.06 | -$435.94 | -0.08% |