| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 325 | $232,233.77 | $330,973.5 | $98,739.73 | 42.52% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,379 | $533,284.71 | $1.4M | $871,061.31 | 163.34% |
David Quinn Pine Harbor Wealth Management, LLC | 597 | $257,499.99 | $619,214.37 | $361,714.38 | 140.47% |
Fox Hill Wealth Management Fox Hill Wealth Management | 5,172 | $4.56M | $5.38M | $823,131.28 | 18.06% |
Douglas E. Morisoli Fairman Group, LLC | 315 | $121,517.61 | $320,789.7 | $199,272.09 | 163.99% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 240 | $188,058.99 | $248,930.4 | $60,871.41 | 32.37% |
Columbia Bank Columbia Bank | 462 | $285,770.26 | $470,491.56 | $184,721.3 | 64.64% |
| WL Wealthcollab LLC WealthCollab, LLC | 112 | $46,361.89 | $116,389.27 | $70,027.38 | 151.05% |
Kayla Tweedy JBR Co Financial Management Inc | 250 | $219,750 | $254,595 | $34,845 | 15.86% |
Ian Jameson American Capital Advisory, LLC | 69 | $41,840.95 | $70,268.22 | $28,427.27 | 67.94% |
Chris M. Frantz Catalina Capital Group, LLC | 751 | $367,108.75 | $764,803.38 | $397,694.63 | 108.33% |
Michael Stringer Lane & Associates LLC | 670 | $221,428.17 | $682,314.6 | $460,886.43 | 208.14% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 3,927 | $3.28M | $4.08M | $802,304.89 | 24.46% |
David Maxey Heritage Family Offices, LLP | 972 | $859,667.84 | $989,865.36 | $130,197.52 | 15.15% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 385 | $321,843.8 | $392,076.3 | $70,232.5 | 21.82% |
Mark Weiskind Fairway Wealth LLC | 18 | $18,205 | $18,330.84 | $125.84 | 0.69% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,609 | $3.77M | $4.69M | $920,859.85 | 24.41% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 49 | $27,710.52 | $51,958.62 | $24,248.1 | 87.51% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 3,081 | $1.57M | $3.14M | $1.57M | 99.61% |
James J. Karabas Embree Financial Group | 1,644 | $755,934.6 | $1.67M | $918,282.12 | 121.48% |