| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Higgins Balanced Rock Investment Advisors LLC | 3,346 | $275,643.58 | $320,446.42 | $44,802.84 | 16.25% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 15,042 | $1.29M | $1.44M | $152,526.66 | 11.83% |
Collin Randall Randall & Associates Wealth Management | 3,342 | $294,380.7 | $318,058.14 | $23,677.44 | 8.04% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 21,855 | $1.89M | $2.08M | $184,351.11 | 9.74% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,567 | $136,831.15 | $149,914.89 | $13,083.74 | 9.56% |
Corey Saft Sivia Capital Partners, LLC | 33,871 | $2.65M | $3.19M | $541,936.33 | 20.45% |
Lynda Bartsch Chaney Capital Management, Inc. | 4,939 | $444,188.34 | $469,451.95 | $25,263.61 | 5.69% |
Angela Pompian Sunpointe, LLC | 3,831 | $299,691 | $356,321.32 | $56,630.32 | 18.9% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 3,044 | $238,132 | $290,077.98 | $51,945.98 | 21.81% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,553 | $471,636.28 | $523,259.19 | $51,622.91 | 10.95% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 6,337 | $600,811.46 | $602,331.85 | $1,520.39 | 0.25% |
Ashley Meredith Abel Hall, LLC | 3,607 | $312,546.85 | $343,494.61 | $30,947.76 | 9.9% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 12,674 | $1.05M | $1.18M | $126,034.43 | 11.97% |
Douglas E. Morisoli Fairman Group, LLC | 10 | $830.83 | $942.3 | $111.47 | 13.42% |
Donald O. Dempster DLK Investment Management, LLC | 60,890 | $5.19M | $5.83M | $639,315.58 | 12.31% |
Columbia Bank Columbia Bank | 2,770 | $237,584.28 | $257,637.71 | $20,053.43 | 8.44% |
| WL Wealthcollab LLC WealthCollab, LLC | 550 | $46,862.8 | $52,393 | $5,530.2 | 11.8% |
Ian Jameson American Capital Advisory, LLC | 52 | $4,719.66 | $4,971.46 | $251.8 | 5.34% |
Richard Zipkis Granite Group Advisors, LLC | 29,946 | $2.53M | $2.79M | $256,483.48 | 10.14% |
David Maxey Heritage Family Offices, LLP | 4,080 | $325,625.11 | $379,480.81 | $53,855.7 | 16.54% |