| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FHW Fox Hill Wealth Management Fox Hill Wealth Management | 795 | $250,869.79 | $239,263.2 | -$11,606.59 | -4.63% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 2,089 | $505,395.38 | $628,705.44 | $123,310.06 | 24.4% |
Douglas E. Morisoli Fairman Group, LLC | 78 | $13,417.16 | $23,474.88 | $10,057.72 | 74.96% |
Donald O. Dempster DLK Investment Management, LLC | 30,401 | $5.27M | $9.15M | $3.88M | 73.48% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 10,378 | $2.21M | $3.12M | $914,176.13 | 41.38% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 4,266 | $1.3M | $1.28M | -$18,846.5 | -1.45% |
Columbia Bank Columbia Bank | 22,540 | $4.57M | $6.78M | $2.22M | 48.58% |
Mary Throop Summerhill Capital Management lnc. | 31,974 | $6.56M | $9.62M | $3.06M | 46.62% |
Kelly Harris Glass Wealth Management Co LLC | 3,356 | $677,528.57 | $1.01M | $332,493.19 | 49.07% |
Cory Davis IMZ Advisory Inc | 2,335 | $504,568.08 | $702,741.6 | $198,173.52 | 39.28% |
Robert Santos Arrowroot Family Office, LLC | 874 | $138,017.53 | $263,039.04 | $125,021.51 | 90.58% |
| WL Wealthcollab LLC WealthCollab, LLC | 986 | $180,446.66 | $296,746.56 | $116,299.9 | 64.45% |
Ian Jameson American Capital Advisory, LLC | 3,037 | $554,951.05 | $914,015.52 | $359,064.47 | 64.7% |
Chris M. Frantz Catalina Capital Group, LLC | 2,528 | $552,008.73 | $760,826.88 | $208,818.15 | 37.83% |
Richard Zipkis Granite Group Advisors, LLC | 10,375 | $1.82M | $3.12M | $1.31M | 71.84% |
| AFS Anderson Financial Strategies LLC Anderson Financial Strategies, LLC | 1,862 | $447,458.04 | $560,387.52 | $112,929.48 | 25.24% |
Michael Stringer Lane & Associates LLC | 2,691 | $377,282.02 | $809,883.36 | $432,601.34 | 114.66% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 1,168 | $238,904.15 | $351,521.28 | $112,617.13 | 47.14% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 44,965 | $9.16M | $13.53M | $4.37M | 47.75% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 6,889 | $1.55M | $2.07M | $526,897.05 | 34.07% |