| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tammy Trenta FF Advisors,LLC | 867 | $218,683 | $206,380.67 | -$12,302.33 | -5.63% |
Brian Distler Lakeridge Wealth Management LLC | 4,323 | $845,700.57 | $1.03M | $183,346.32 | 21.68% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 361 | $54,331 | $85,932.44 | $31,601.44 | 58.16% |
Michael Koch Counterweight Ventures, LLC | 19,807 | $3.42M | $4.71M | $1.29M | 37.78% |
Jay S. Arce Taylor Financial Group, Inc. | 1,088 | $274,426 | $258,987.51 | -$15,438.49 | -5.63% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 4,812 | $622,882.87 | $1.15M | $522,565.58 | 83.89% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 4,903 | $984,125 | $1.25M | $261,335.08 | 26.56% |
| CI CacheTech Inc. CacheTech Inc. | 15,323 | $2.98M | $3.87M | $884,366.2 | 29.65% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 2,035 | $407,105.93 | $484,411.39 | $77,305.46 | 18.99% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 6,529 | $1.13M | $1.55M | $420,095.28 | 37.04% |
Nicholas Jeffries M3 Advisory Group, LLC | 6,462 | $793,494.37 | $1.54M | $744,720.06 | 93.85% |
Michael Bailey MGB Wealth Management, LLC | 984 | $121,337.23 | $234,231.35 | $112,894.12 | 93.04% |
Columbia Bank Columbia Bank | 3,200 | $432,192 | $761,727.98 | $329,535.98 | 76.25% |
Chris M. Frantz Catalina Capital Group, LLC | 8,824 | $1.26M | $2.1M | $841,433.74 | 66.83% |
Michael Stringer Lane & Associates LLC | 16,514 | $2.18M | $3.93M | $1.75M | 80.44% |
Jeremy Wallace Wallace Hart LLC | 16,531 | $3.23M | $4.18M | $948,771.53 | 29.33% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 37,237 | $5.23M | $8.86M | $3.63M | 69.5% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 36,065 | $7.45M | $8.58M | $1.14M | 15.29% |
FPC INVESTMENT ADVISORY Inc. FPC INVESTMENT ADVISORY, INC. | 2,003 | $258,066.62 | $506,919.24 | $248,852.62 | 96.43% |
Janice M. Powell Diversify Advisory Services, LLC | 10,188 | $2.57M | $2.59M | $18,236.56 | 0.71% |