| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Distler Lakeridge Wealth Management LLC | 12,915 | $742,789.24 | $730,730.7 | -$12,058.54 | -1.62% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 266 | $15,077 | $15,122.1 | $45.1 | 0.3% |
Angela Pompian Sunpointe, LLC | 60,746 | $3.45M | $3.45M | $1,380.52 | 0.04% |
Todd A. Rustman Clarity Capital Partners LLC | 12,633 | $704,912.03 | $717,996.55 | $13,084.52 | 1.86% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 28,257 | $1.61M | $1.61M | -$5,467.62 | -0.34% |
Ashley Meredith Abel Hall, LLC | 7,000 | $399,000 | $397,950 | -$1,050 | -0.26% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 63,674 | $3.56M | $3.62M | $57,783.05 | 1.62% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 919,518 | $52.01M | $52.27M | $267,827.22 | 0.51% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 17,891 | $1.02M | $1.02M | -$4,328.33 | -0.42% |
Columbia Bank Columbia Bank | 32,124 | $1.83M | $1.83M | -$4,194.31 | -0.23% |
Robert Santos Arrowroot Family Office, LLC | 21,055 | $1.22M | $1.2M | -$18,607.05 | -1.53% |
Ian Jameson American Capital Advisory, LLC | 14,593 | $812,650.17 | $829,685.01 | $17,034.84 | 2.1% |
Michael Stringer Lane & Associates LLC | 6,369 | $377,403.09 | $362,077.65 | -$15,325.44 | -4.06% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 159,523 | $8.87M | $9.07M | $201,671.69 | 2.27% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 8,004 | $458,429 | $455,067.42 | -$3,361.58 | -0.73% |
Mark Weiskind Fairway Wealth LLC | 149,554 | $8.51M | $8.5M | -$9,020.7 | -0.11% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 43,308 | $2.37M | $2.46M | $87,450.53 | 3.68% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 173,778 | $9.93M | $9.88M | -$49,127.39 | -0.49% |
James J. Karabas Embree Financial Group | 4,244 | $239,150.69 | $240,125.52 | $974.83 | 0.41% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 4,388 | $253,802 | $249,489.83 | -$4,312.17 | -1.7% |