| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 3,107 | $242,703.48 | $338,383.37 | $95,679.89 | 39.42% |
Erik Roemer GERBER, LLC | 2,630 | $290,142 | $286,985.6 | -$3,156.4 | -1.09% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 2,992 | $292,810.38 | $326,816.16 | $34,005.78 | 11.61% |
Jessica Vickery BlueChip Wealth Advisors LLC | 4,218 | $327,838.64 | $461,828.82 | $133,990.18 | 40.87% |
Michael Bailey MGB Wealth Management, LLC | 3,852 | $371,911 | $418,905 | $46,994 | 12.64% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 17,809 | $1.56M | $1.94M | $381,469.58 | 24.4% |
Douglas E. Morisoli Fairman Group, LLC | 2,229 | $175,493.44 | $242,381.46 | $66,888.02 | 38.11% |
Columbia Bank Columbia Bank | 5,838 | $644,048 | $639,144.24 | -$4,903.76 | -0.76% |
Robert Santos Arrowroot Family Office, LLC | 12,564 | $1.04M | $1.38M | $340,057.35 | 32.84% |
| WL Wealthcollab LLC WealthCollab, LLC | 664 | $51,612.88 | $72,342.8 | $20,729.92 | 40.16% |
Ian Jameson American Capital Advisory, LLC | 675 | $57,299.3 | $73,612.12 | $16,312.82 | 28.47% |
Jeremy Wallace Wallace Hart LLC | 58 | $5,584 | $6,316.78 | $732.78 | 13.12% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 11,454 | $1.08M | $1.25M | $175,666.45 | 16.29% |
Mark Weiskind Fairway Wealth LLC | 18,083 | $1.45M | $1.97M | $524,966.06 | 36.31% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 166,906 | $14.2M | $18.28M | $4.09M | 28.79% |
Janice M. Powell Diversify Advisory Services, LLC | 36,557 | $4.02M | $3.99M | -$34,706.29 | -0.86% |
David W. Marrazzo Guardian Asset Advisors, LLC | 4,472 | $350,314.31 | $489,997.04 | $139,682.73 | 39.87% |
Kevyn Hill Hilltop National Bank | 23 | $1,934.11 | $2,492.62 | $558.51 | 28.88% |
Brady Green GGM Financials LLC | 17,549 | $1.7M | $1.91M | $213,610.94 | 12.59% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 136,560 | $14.9M | $14.94M | $44,029.2 | 0.3% |