| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ralph Antolino, Jr AA Financial Advisors, LLC | 3,422 | $937,645.02 | $791,987.68 | -$145,657.34 | -15.53% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,013 | $284,865.72 | $235,299.64 | -$49,566.08 | -17.4% |
Columbia Bank Columbia Bank | 3,116 | $666,441.47 | $723,223.6 | $56,782.13 | 8.52% |
Kelly Harris Glass Wealth Management Co LLC | 2,050 | $400,828.96 | $477,547.5 | $76,718.54 | 19.14% |
Cory Davis IMZ Advisory Inc | 3,837 | $631,926.85 | $887,766.69 | $255,839.84 | 40.49% |
Robert Santos Arrowroot Family Office, LLC | 1,976 | $575,146.61 | $461,158.88 | -$113,987.73 | -19.82% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,083 | $274,734.84 | $252,382.32 | -$22,352.52 | -8.14% |
Kayla Tweedy JBR Co Financial Management Inc | 5,736 | $955,605.74 | $1.35M | $397,803.46 | 41.63% |
Ian Jameson American Capital Advisory, LLC | 301 | $72,843.36 | $69,892.2 | -$2,951.16 | -4.05% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 10,421 | $2.8M | $2.42M | -$377,935.08 | -13.49% |
David Maxey Heritage Family Offices, LLP | 1,781 | $445,554.37 | $412,354.93 | -$33,199.44 | -7.45% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 1,104 | $316,296.13 | $258,457.44 | -$57,838.69 | -18.29% |
Mark Weiskind Fairway Wealth LLC | 5 | $1,406 | $1,157.65 | -$248.35 | -17.66% |
Joel W. Lake Capstone Wealth Management, LLC | 1,382 | $388,632 | $321,204.44 | -$67,427.56 | -17.35% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 19,958 | $4.43M | $4.67M | $243,394.37 | 5.5% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 273 | $67,653.43 | $63,543.48 | -$4,109.95 | -6.08% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 645 | $167,904.14 | $149,233.65 | -$18,670.49 | -11.12% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 1,277 | $360,318.35 | $298,166.73 | -$62,151.62 | -17.25% |
James J. Karabas Embree Financial Group | 3,428 | $726,667.35 | $796,907.16 | $70,239.81 | 9.67% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 1,574 | $344,653.59 | $366,080.92 | $21,427.33 | 6.22% |