| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 964 | $317,020 | $320,009.43 | $2,989.43 | 0.94% |
Columbia Bank Columbia Bank | 5,341 | $2.05M | $1.77M | -$277,215.14 | -13.52% |
Kelly Harris Glass Wealth Management Co LLC | 1,127 | $423,780.93 | $374,118.91 | -$49,662.02 | -11.72% |
Cory Davis IMZ Advisory Inc | 586 | $206,677 | $194,528.55 | -$12,148.45 | -5.88% |
Robert Santos Arrowroot Family Office, LLC | 594 | $191,744.91 | $209,765.17 | $18,020.26 | 9.4% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 577 | $203,571 | $191,540.91 | -$12,030.09 | -5.91% |
| WL Wealthcollab LLC WealthCollab, LLC | 694 | $241,888.32 | $246,779.46 | $4,891.14 | 2.02% |
Kayla Tweedy JBR Co Financial Management Inc | 587 | $206,941 | $194,860.51 | -$12,080.49 | -5.84% |
Ian Jameson American Capital Advisory, LLC | 457 | $159,303.03 | $151,705.72 | -$7,597.31 | -4.77% |
Chris M. Frantz Catalina Capital Group, LLC | 2,293 | $872,087.2 | $761,184.26 | -$110,902.94 | -12.72% |
Richard Zipkis Granite Group Advisors, LLC | 9,251 | $3.19M | $3.07M | -$116,676.52 | -3.66% |
Michael Stringer Lane & Associates LLC | 898 | $288,866.84 | $298,100.07 | $9,233.23 | 3.2% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 2,533 | $989,503.12 | $840,854.65 | -$148,648.47 | -15.02% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 3,425 | $1.29M | $1.14M | -$155,245.03 | -12.01% |
David Maxey Heritage Family Offices, LLP | 3,772 | $1.31M | $1.25M | -$53,879.5 | -4.13% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 1,256 | $445,500.47 | $416,941.75 | -$28,558.72 | -6.41% |
Joel W. Lake Capstone Wealth Management, LLC | 1,942 | $684,905 | $644,666.3 | -$40,238.7 | -5.88% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 37,254 | $13.16M | $12.37M | -$792,942.8 | -6.03% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 480 | $179,860.67 | $169,507.2 | -$10,353.47 | -5.76% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 3,176 | $1.22M | $1.05M | -$169,588.24 | -13.86% |