| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nitin Kumbhani Accent Capital Management, LLC | 10,978 | $4.76M | $3.15M | -$1.61M | -33.84% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 747 | $323,698 | $204,121.48 | -$119,576.52 | -36.94% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 2,556 | $342,248.4 | $711,104.76 | $368,856.36 | 107.77% |
Nicholas Jeffries M3 Advisory Group, LLC | 740 | $320,613 | $212,320.8 | -$108,292.2 | -33.78% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 5,760 | $560,678 | $1.73M | $1.17M | 209.34% |
Matthew Smith Ravenswood Partners LP | 30,741 | $4.12M | $8.36M | $4.25M | 103.13% |
Fox Hill Wealth Management Fox Hill Wealth Management | 4,944 | $1.56M | $1.37M | -$188,353.27 | -12.07% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 1,188 | $203,362 | $331,511.4 | $128,149.4 | 63.02% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 951 | $204,289.01 | $286,355.6 | $82,066.59 | 40.17% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,019 | $235,534.79 | $306,831.08 | $71,296.29 | 30.27% |
Columbia Bank Columbia Bank | 34,378 | $2.63M | $10.35M | $7.72M | 294.1% |
Kelly Harris Glass Wealth Management Co LLC | 39,437 | $3.84M | $10.78M | $6.95M | 181.17% |
Robert Santos Arrowroot Family Office, LLC | 862 | $373,581 | $259,556.81 | -$114,024.19 | -30.52% |
| WL Wealthcollab LLC WealthCollab, LLC | 317 | $40,827.19 | $86,621.83 | $45,794.64 | 112.17% |
Ian Jameson American Capital Advisory, LLC | 63 | $11,410.74 | $17,181.67 | $5,770.93 | 50.57% |
Jeremy Wallace Wallace Hart LLC | 7,659 | $2.84M | $2.1M | -$732,488.5 | -25.82% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 12,101 | $1.26M | $3.64M | $2.39M | 190.19% |
David Maxey Heritage Family Offices, LLP | 1,659 | $481,870.24 | $499,541.47 | $17,671.23 | 3.67% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 3,416 | $366,660.06 | $947,803.36 | $581,143.3 | 158.5% |
Mark Weiskind Fairway Wealth LLC | 70 | $5,089 | $21,077.7 | $15,988.7 | 314.18% |