| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Liguori NAPATREE CAPITAL LLC | 95,386 | $4.89M | $7.38M | $2.49M | 50.92% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 3,912 | $290,769.12 | $302,280.24 | $11,511.12 | 3.96% |
Douglas E. Morisoli Fairman Group, LLC | 1,137 | $58,590.62 | $87,730.92 | $29,140.3 | 49.74% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 36,652 | $2.02M | $2.84M | $814,461.95 | 40.29% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 3,077 | $255,538 | $237,513.63 | -$18,024.37 | -7.05% |
Columbia Bank Columbia Bank | 251,305 | $14.08M | $19.49M | $5.41M | 38.39% |
Robert Santos Arrowroot Family Office, LLC | 17,191 | $984,642.93 | $1.33M | $349,464.62 | 35.49% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 621,616 | $34.94M | $48.52M | $13.58M | 38.86% |
Ian Jameson American Capital Advisory, LLC | 1,337 | $71,122.16 | $103,945.06 | $32,822.9 | 46.15% |
Michael Stringer Lane & Associates LLC | 14,897 | $767,875.32 | $1.16M | $395,729.35 | 51.54% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 285,160 | $18.75M | $22.14M | $3.39M | 18.07% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 3,554 | $256,000.24 | $275,577.16 | $19,576.92 | 7.65% |
David Hobbs Hobbs Wealth Management, LLC | 3,778 | $238,502.67 | $291,699.38 | $53,196.71 | 22.3% |
David Maxey Heritage Family Offices, LLP | 23,484 | $1.3M | $1.82M | $520,614.09 | 40.16% |
Mark Weiskind Fairway Wealth LLC | 141,333 | $7.77M | $10.93M | $3.16M | 40.73% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 313,045 | $18.55M | $24.44M | $5.88M | 31.7% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 133,745 | $8.57M | $10.42M | $1.85M | 21.53% |
Bray Creech Joel Adams & Associates, Inc. | 27,460 | $1.44M | $2.14M | $696,772.94 | 48.4% |
James J. Karabas Embree Financial Group | 2,580 | $213,762 | $199,356.6 | -$14,405.4 | -6.74% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 9,134 | $637,096.5 | $704,505.42 | $67,408.92 | 10.58% |