| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Mari Abich Financial Wealth Management LLC | 2 | $193 | $219.38 | $26.38 | 13.67% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 3,619 | $349,414.36 | $396,968.11 | $47,553.75 | 13.61% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 5,509 | $451,676.42 | $622,957.72 | $171,281.3 | 37.92% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 88 | $9,708 | $9,652.72 | -$55.28 | -0.57% |
Todd A. Rustman Clarity Capital Partners LLC | 5,681 | $445,439.54 | $623,148.89 | $177,709.35 | 39.9% |
D. Garet Strange Hobbs Group Advisors, LLC | 2,712 | $235,313.24 | $308,815.44 | $73,502.2 | 31.24% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 8,140 | $782,924.07 | $920,959.6 | $138,035.53 | 17.63% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 3,107 | $242,703.48 | $340,806.83 | $98,103.35 | 40.42% |
Erik Roemer GERBER, LLC | 2,630 | $290,142 | $288,484.7 | -$1,657.3 | -0.57% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 2,992 | $292,810.38 | $328,192.48 | $35,382.1 | 12.08% |
Jessica Vickery BlueChip Wealth Advisors LLC | 4,218 | $327,838.64 | $462,672.42 | $134,833.78 | 41.13% |
Michael Bailey MGB Wealth Management, LLC | 3,852 | $371,911 | $422,525.88 | $50,614.88 | 13.61% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 17,809 | $1.56M | $1.95M | $390,374.08 | 24.97% |
Douglas E. Morisoli Fairman Group, LLC | 2,224 | $174,941.95 | $243,950.56 | $69,008.61 | 39.45% |
Columbia Bank Columbia Bank | 5,838 | $644,048 | $640,370.22 | -$3,677.78 | -0.57% |
Robert Santos Arrowroot Family Office, LLC | 12,564 | $1.04M | $1.38M | $342,570.15 | 33.08% |
| WL Wealthcollab LLC WealthCollab, LLC | 664 | $51,612.88 | $75,124.96 | $23,512.08 | 45.55% |
Ian Jameson American Capital Advisory, LLC | 675 | $57,299.3 | $74,040.75 | $16,741.45 | 29.22% |
Jeremy Wallace Wallace Hart LLC | 58 | $5,584 | $6,604.46 | $1,020.46 | 18.27% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 11,454 | $1.08M | $1.3M | $225,949.51 | 20.95% |