| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 988 | $240,234.79 | $287,705.61 | $47,470.82 | 19.76% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 5,683 | $1.2M | $1.65M | $459,766.32 | 38.47% |
Erik Roemer GERBER, LLC | 1,703 | $374,766.76 | $495,913.62 | $121,146.86 | 32.33% |
Philip Smith SWP FINANCIAL LLC | 779 | $193,192 | $226,844.81 | $33,652.81 | 17.42% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 4,363 | $1.2M | $1.27M | $72,724.67 | 6.07% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 7,295 | $1.56M | $2.12M | $565,160.06 | 36.25% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 21,128 | $5.18M | $6.15M | $973,139.48 | 18.79% |
Addis & Hill Inc. Addis & Hill, Inc | 19,216 | $3.93M | $5.6M | $1.67M | 42.37% |
Douglas E. Morisoli Fairman Group, LLC | 986 | $198,465.05 | $287,123.21 | $88,658.16 | 44.67% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 2,511 | $607,753.53 | $731,203.23 | $123,449.7 | 20.31% |
Columbia Bank Columbia Bank | 3,061 | $717,925.06 | $891,363.23 | $173,438.17 | 24.16% |
Robert Santos Arrowroot Family Office, LLC | 2,989 | $645,313.25 | $896,012.5 | $250,699.25 | 38.85% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 7,362 | $1.24M | $2.14M | $908,372.68 | 73.53% |
| WL Wealthcollab LLC WealthCollab, LLC | 337 | $67,640 | $101,605.5 | $33,965.5 | 50.22% |
Kayla Tweedy JBR Co Financial Management Inc | 1,150 | $258,450.79 | $334,880.01 | $76,429.22 | 29.57% |
Ian Jameson American Capital Advisory, LLC | 238 | $51,445.66 | $69,305.6 | $17,859.94 | 34.72% |
Chris M. Frantz Catalina Capital Group, LLC | 1,750 | $434,054 | $509,600.02 | $75,546.02 | 17.4% |
David Maxey Heritage Family Offices, LLP | 4,741 | $1.05M | $1.38M | $329,789.56 | 31.38% |
Mark Weiskind Fairway Wealth LLC | 18,821 | $4.02M | $5.48M | $1.46M | 36.18% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 28,821 | $5.67M | $8.39M | $2.72M | 47.94% |