| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 5,668 | $593,217.02 | $563,002.44 | -$30,214.58 | -5.09% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 5,254 | $478,805.69 | $521,879.82 | $43,074.13 | 9% |
Tammy Trenta FF Advisors,LLC | 1,902 | $235,705.35 | $188,925.66 | -$46,779.69 | -19.85% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,779 | $172,140.77 | $176,708.07 | $4,567.3 | 2.65% |
Brandon Hobson Silver Coast Investments LLC | 2,487 | $304,175.54 | $247,033.71 | -$57,141.83 | -18.79% |
Angela Pompian Sunpointe, LLC | 4,105 | $384,912.1 | $407,749.65 | $22,837.55 | 5.93% |
Kyle Jones Pineridge Advisors LLC | 715 | $64,664.72 | $71,020.95 | $6,356.23 | 9.83% |
Jay S. Arce Taylor Financial Group, Inc. | 4,626 | $421,886.76 | $459,500.58 | $37,613.82 | 8.92% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,232 | $386,921.22 | $321,034.56 | -$65,886.66 | -17.03% |
Stacy Creekmur Creekmur Asset Management LLC | 6,519 | $711,673.56 | $647,532.27 | -$64,141.29 | -9.01% |
Ashley Meredith Abel Hall, LLC | 6,041 | $687,285 | $600,052.53 | -$87,232.47 | -12.69% |
Erik Roemer GERBER, LLC | 2,778 | $252,851.08 | $275,938.74 | $23,087.66 | 9.13% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 17,917 | $1.78M | $1.78M | -$4,277.37 | -0.24% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 6,873 | $676,335.47 | $682,695.09 | $6,359.62 | 0.94% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 3,166 | $375,585.43 | $314,478.78 | -$61,106.65 | -16.27% |
Douglas E. Morisoli Fairman Group, LLC | 662 | $59,975 | $65,756.46 | $5,781.46 | 9.64% |
Columbia Bank Columbia Bank | 13,962 | $1.71M | $1.39M | -$319,922.59 | -18.74% |
| WL Wealthcollab LLC WealthCollab, LLC | 832 | $81,536.12 | $82,642.56 | $1,106.44 | 1.36% |
Ian Jameson American Capital Advisory, LLC | 601 | $60,120.08 | $59,697.33 | -$422.75 | -0.7% |
Richard Zipkis Granite Group Advisors, LLC | 675,651 | $62.41M | $67.11M | $4.7M | 7.53% |