| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Meredith Abel Hall, LLC | 2,871 | $460,867.8 | $407,969.1 | -$52,898.7 | -11.48% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 100 | $13,743.01 | $14,155 | $411.99 | 3% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,531 | $197,311.72 | $217,555.1 | $20,243.38 | 10.26% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 10,583 | $1.63M | $1.5M | -$127,369.97 | -7.81% |
Michael Bailey MGB Wealth Management, LLC | 6,216 | $841,739.2 | $883,293.6 | $41,554.4 | 4.94% |
Douglas E. Morisoli Fairman Group, LLC | 19 | $2,440 | $2,699.9 | $259.9 | 10.65% |
Donald O. Dempster DLK Investment Management, LLC | 49,214 | $6.35M | $6.89M | $537,572.02 | 8.46% |
Columbia Bank Columbia Bank | 8,160 | $1.44M | $1.16M | -$281,123.52 | -19.51% |
| WL Wealthcollab LLC WealthCollab, LLC | 119 | $15,636.54 | $16,914.66 | $1,278.12 | 8.17% |
Ian Jameson American Capital Advisory, LLC | 19 | $3,281.21 | $2,700.66 | -$580.55 | -17.69% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 20,465 | $2.94M | $2.91M | -$30,013.48 | -1.02% |
David Maxey Heritage Family Offices, LLP | 7,836 | $1.17M | $1.11M | -$53,343.05 | -4.57% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 638 | $100,345 | $89,300.86 | -$11,044.14 | -11.01% |
Ryan Visniski Bryce Point Capital, LLC | 3,116 | $524,984 | $442,783.6 | -$82,200.4 | -15.66% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 6,762 | $927,706.21 | $958,378.26 | $30,672.05 | 3.31% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 78 | $11,622.88 | $11,091.6 | -$531.28 | -4.57% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 16,388 | $2.33M | $2.33M | -$3,942.52 | -0.17% |
James J. Karabas Embree Financial Group | 5,278 | $690,407.09 | $738,075.52 | $47,668.43 | 6.9% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 1,415 | $229,317 | $201,213 | -$28,104 | -12.26% |
Janice M. Powell Diversify Advisory Services, LLC | 1,285 | $213,165.09 | $182,598.5 | -$30,566.59 | -14.34% |