| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Liguori NAPATREE CAPITAL LLC | 63,674 | $3.56M | $3.66M | $94,713.97 | 2.66% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 998,741 | $56.47M | $57.36M | $883,538.15 | 1.56% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 18,420 | $1.05M | $1.07M | $14,065.91 | 1.34% |
Columbia Bank Columbia Bank | 33,724 | $1.92M | $1.94M | $15,957.59 | 0.83% |
Robert Santos Arrowroot Family Office, LLC | 16,130 | $930,626.55 | $928,926.7 | -$1,699.85 | -0.18% |
Ian Jameson American Capital Advisory, LLC | 14,681 | $817,620.41 | $843,129.83 | $25,509.42 | 3.12% |
Michael Stringer Lane & Associates LLC | 6,369 | $377,403.09 | $365,771.67 | -$11,631.42 | -3.08% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 101,978 | $5.64M | $5.88M | $233,888.26 | 4.14% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 12,220 | $690,186 | $709,004.4 | $18,818.4 | 2.73% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 10,226 | $583,922.46 | $591,471.84 | $7,549.38 | 1.29% |
Mark Weiskind Fairway Wealth LLC | 152,703 | $8.69M | $8.77M | $79,964.89 | 0.92% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 41,251 | $2.26M | $2.37M | $104,608.58 | 4.62% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 156,548 | $8.95M | $8.99M | $45,398.61 | 0.51% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 4,411 | $255,101.04 | $255,132.24 | $31.2 | 0.01% |
Brian Krause Cascade Financial Partners, LLC | 13,191 | $745,183.58 | $757,559.13 | $12,375.55 | 1.66% |
Janice M. Powell Diversify Advisory Services, LLC | 115,465 | $6.59M | $6.65M | $57,157.02 | 0.87% |
Brady Green GGM Financials LLC | 483 | $27,559.73 | $27,738.69 | $178.96 | 0.65% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 8,276 | $465,315.19 | $476,573.46 | $11,258.27 | 2.42% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 3,868 | $219,817.79 | $224,421.36 | $4,603.57 | 2.09% |
Josephine Lee New Insight Wealth Advisors | 28,229 | $1.6M | $1.62M | $18,006.66 | 1.12% |