| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 1,207 | $227,400.25 | $303,946.75 | $76,546.5 | 33.66% |
Angela Pompian Sunpointe, LLC | 3,805 | $629,007.79 | $958,175.14 | $329,167.35 | 52.33% |
Kyle Jones Pineridge Advisors LLC | 144 | $23,884.17 | $36,262.08 | $12,377.91 | 51.82% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,084 | $400,529.42 | $536,817.56 | $136,288.14 | 34.03% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 28,681 | $4.74M | $7.22M | $2.48M | 52.38% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 4,154 | $700,620.47 | $1.07M | $369,408.39 | 52.73% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 836 | $202,790 | $215,345.24 | $12,555.24 | 6.19% |
Jessica Vickery BlueChip Wealth Advisors LLC | 5,350 | $906,767.18 | $1.35M | $440,469.87 | 48.58% |
Michael Bailey MGB Wealth Management, LLC | 255 | $48,024.44 | $64,214.1 | $16,189.66 | 33.71% |
Douglas E. Morisoli Fairman Group, LLC | 16 | $2,644 | $4,029.12 | $1,385.12 | 52.39% |
Columbia Bank Columbia Bank | 8,751 | $1.76M | $2.2M | $441,717.23 | 25.07% |
| WL Wealthcollab LLC WealthCollab, LLC | 863 | $142,592 | $222,300.17 | $79,708.17 | 55.9% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 6,117 | $1.06M | $1.58M | $520,235.6 | 49.09% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 3,043 | $577,561 | $784,394.11 | $206,833.11 | 35.81% |
David Maxey Heritage Family Offices, LLP | 1,025 | $208,680 | $258,115.51 | $49,435.51 | 23.69% |
Mark Weiskind Fairway Wealth LLC | 1,782 | $298,357.19 | $448,743.26 | $150,386.07 | 50.4% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 86,242 | $15M | $21.72M | $6.72M | 44.78% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 2,370 | $422,428.79 | $596,813.42 | $174,384.63 | 41.28% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 8,920 | $1.76M | $2.25M | $489,966.42 | 27.9% |
Bray Creech Joel Adams & Associates, Inc. | 1,819 | $358,745.11 | $458,060.6 | $99,315.49 | 27.68% |