| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ralph Antolino, Jr AA Financial Advisors, LLC | 3,859 | $437,343.01 | $528,026.97 | $90,683.96 | 20.74% |
Columbia Bank Columbia Bank | 17,254 | $2.12M | $2.37M | $254,774.98 | 12.02% |
Robert Santos Arrowroot Family Office, LLC | 38,279 | $4.02M | $5.26M | $1.24M | 30.72% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 2,221 | $302,154 | $301,856.11 | -$297.89 | -0.1% |
| WL Wealthcollab LLC WealthCollab, LLC | 624 | $73,998.64 | $85,191.6 | $11,192.96 | 15.13% |
Ian Jameson American Capital Advisory, LLC | 7,332 | $829,095.07 | $1M | $172,602.77 | 20.82% |
Chris M. Frantz Catalina Capital Group, LLC | 1,945 | $218,707.74 | $267,311.07 | $48,603.33 | 22.22% |
Michael Stringer Lane & Associates LLC | 15,362 | $1.49M | $2.11M | $616,149.7 | 41.3% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 492,883 | $54.48M | $67.75M | $13.27M | 24.35% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 2,871 | $425,798 | $395,078.31 | -$30,719.69 | -7.21% |
David Maxey Heritage Family Offices, LLP | 1,515 | $161,629.96 | $207,297.45 | $45,667.49 | 28.25% |
Mark Weiskind Fairway Wealth LLC | 140,694 | $15.5M | $19.26M | $3.76M | 24.27% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 240,301 | $26.71M | $32.97M | $6.26M | 23.45% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 53 | $6,365.83 | $7,220.98 | $855.15 | 13.43% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 27 | $3,244.86 | $3,660.39 | $415.53 | 12.81% |
Bray Creech Joel Adams & Associates, Inc. | 14,905 | $1.72M | $2.03M | $314,003.63 | 18.25% |
Andrew Panko Tenon Financial LLC | 2,534 | $302,886.33 | $345,967.02 | $43,080.69 | 14.22% |
James J. Karabas Embree Financial Group | 72,024 | $7.82M | $9.83M | $2.01M | 25.74% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 20,119 | $2.45M | $2.74M | $291,464.79 | 11.91% |
Brian Krause Cascade Financial Partners, LLC | 3,500 | $393,395.84 | $477,820 | $84,424.16 | 21.46% |