| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark VanderPol VanderPol Investments L.L.C. | 745 | $262,387.85 | $227,694.35 | -$34,693.5 | -13.22% |
Michael Bailey MGB Wealth Management, LLC | 6,021 | $2.09M | $1.78M | -$311,421.43 | -14.9% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 1,082 | $375,318.55 | $330,583.46 | -$44,735.09 | -11.92% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 2,125 | $784,984.14 | $624,580.02 | -$160,404.12 | -20.43% |
David Quinn Pine Harbor Wealth Management, LLC | 2,816 | $1M | $864,751.36 | -$138,022.52 | -13.76% |
Fox Hill Wealth Management Fox Hill Wealth Management | 1,090 | $386,169.67 | $336,014.3 | -$50,155.37 | -12.99% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 663 | $233,826.83 | $194,868.97 | -$38,957.86 | -16.66% |
Douglas E. Morisoli Fairman Group, LLC | 250 | $86,637.27 | $73,877.5 | -$12,759.77 | -14.73% |
John Thomas Shields Benchstone Capital Management LP | 71,202 | $26.71M | $21.89M | -$4.82M | -18.03% |
Donald O. Dempster DLK Investment Management, LLC | 16,496 | $5.63M | $5.06M | -$561,584.84 | -9.98% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 1,300 | $493,312.96 | $382,096.01 | -$111,216.95 | -22.54% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,149 | $381,138.64 | $337,714.09 | -$43,424.55 | -11.39% |
Columbia Bank Columbia Bank | 5,341 | $2.05M | $1.57M | -$480,386.68 | -23.43% |
Kelly Harris Glass Wealth Management Co LLC | 1,127 | $423,780.93 | $344,197.07 | -$79,583.86 | -18.78% |
Cory Davis IMZ Advisory Inc | 586 | $206,677 | $179,702.76 | -$26,974.24 | -13.05% |
Robert Santos Arrowroot Family Office, LLC | 594 | $191,744.91 | $174,588.49 | -$17,156.42 | -8.95% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 577 | $203,571 | $177,871.79 | -$25,699.21 | -12.62% |
| WL Wealthcollab LLC WealthCollab, LLC | 694 | $241,888.32 | $211,628.36 | -$30,259.96 | -12.51% |
Ian Jameson American Capital Advisory, LLC | 457 | $159,303.03 | $139,663.77 | -$19,639.26 | -12.33% |
Chris M. Frantz Catalina Capital Group, LLC | 2,293 | $872,087.2 | $673,958.58 | -$198,128.62 | -22.72% |