| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas Jeffries M3 Advisory Group, LLC | 1,451 | $299,492.06 | $285,600.33 | -$13,891.73 | -4.64% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 15,247 | $2.54M | $3M | $457,158.4 | 17.97% |
Jessica Vickery BlueChip Wealth Advisors LLC | 1,832 | $284,397.71 | $360,592.56 | $76,194.85 | 26.79% |
Mark VanderPol VanderPol Investments L.L.C. | 1,634 | $253,758.07 | $321,620.22 | $67,862.15 | 26.74% |
Michael Bailey MGB Wealth Management, LLC | 7,291 | $1.11M | $1.44M | $329,969.56 | 29.86% |
Fox Hill Wealth Management Fox Hill Wealth Management | 3,651 | $559,381.24 | $751,156.74 | $191,775.5 | 34.28% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 4,203 | $636,098.23 | $827,276.49 | $191,178.26 | 30.05% |
Douglas E. Morisoli Fairman Group, LLC | 139 | $20,996.72 | $27,359.37 | $6,362.65 | 30.3% |
Donald O. Dempster DLK Investment Management, LLC | 2,693 | $415,022.88 | $530,063.19 | $115,040.31 | 27.72% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 3,088 | $603,975.5 | $607,100.8 | $3,125.3 | 0.52% |
Columbia Bank Columbia Bank | 23,964 | $3.76M | $4.72M | $954,735.67 | 25.38% |
Mary Throop Summerhill Capital Management lnc. | 2,375 | $491,388 | $467,471.25 | -$23,916.75 | -4.87% |
Kelly Harris Glass Wealth Management Co LLC | 29,558 | $4.69M | $5.82M | $1.13M | 23.99% |
Robert Santos Arrowroot Family Office, LLC | 3,801 | $565,740.95 | $716,488.5 | $150,747.55 | 26.65% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 13,812 | $2.03M | $2.72M | $692,091.18 | 34.15% |
| WL Wealthcollab LLC WealthCollab, LLC | 959 | $144,831.88 | $178,901.45 | $34,069.57 | 23.52% |
Kayla Tweedy JBR Co Financial Management Inc | 28,201 | $4.22M | $5.55M | $1.33M | 31.63% |
Ian Jameson American Capital Advisory, LLC | 120 | $19,799.04 | $23,619.6 | $3,820.56 | 19.3% |
Chris M. Frantz Catalina Capital Group, LLC | 1,346 | $278,487 | $264,933.18 | -$13,553.82 | -4.87% |
Michael Stringer Lane & Associates LLC | 2,851 | $446,600.92 | $561,162.33 | $114,561.41 | 25.65% |