| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 3,918 | $458,778.36 | $480,464.34 | $21,685.98 | 4.73% |
Columbia Bank Columbia Bank | 16,538 | $1.58M | $2.04M | $457,148.51 | 28.91% |
Robert Santos Arrowroot Family Office, LLC | 5,061 | $628,364 | $625,995.09 | -$2,368.91 | -0.38% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,848 | $140,065.46 | $228,597.6 | $88,532.14 | 63.21% |
Kayla Tweedy JBR Co Financial Management Inc | 4,136 | $313,479.85 | $510,671.92 | $197,192.07 | 62.9% |
Ian Jameson American Capital Advisory, LLC | 464 | $42,072.88 | $57,368.96 | $15,296.08 | 36.36% |
Chris M. Frantz Catalina Capital Group, LLC | 4,344 | $390,250.87 | $537,526.56 | $147,275.69 | 37.74% |
Richard Zipkis Granite Group Advisors, LLC | 3,934 | $355,204.66 | $482,505.1 | $127,300.44 | 35.84% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 17,116 | $1.82M | $2.11M | $289,945.04 | 15.89% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 6,828 | $641,821.66 | $841,551 | $199,729.34 | 31.12% |
David Maxey Heritage Family Offices, LLP | 1,625 | $201,776 | $199,631.25 | -$2,144.75 | -1.06% |
Mark Weiskind Fairway Wealth LLC | 5,750 | $572,628.38 | $706,387.5 | $133,759.12 | 23.36% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 270,163 | $20.52M | $33.57M | $13.04M | 63.57% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 43,648 | $3.9M | $5.29M | $1.39M | 35.71% |
Bray Creech Joel Adams & Associates, Inc. | 4,178 | $433,642.94 | $516,860.38 | $83,217.44 | 19.19% |
James J. Karabas Embree Financial Group | 58,407 | $4.93M | $7.16M | $2.23M | 45.3% |
Brian Krause Cascade Financial Partners, LLC | 24,224 | $2.23M | $2.97M | $740,269.39 | 33.2% |
Janice M. Powell Diversify Advisory Services, LLC | 98,418 | $12.22M | $12.17M | -$50,193.18 | -0.41% |
Taylor Faw Strathmore Capital Advisors, Inc. | 7,800 | $836,222.4 | $961,662 | $125,439.6 | 15% |
Brady Green GGM Financials LLC | 28,026 | $3.28M | $3.44M | $157,588.33 | 4.8% |