| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cornelius T. McDonald III Wealth Group, Ltd. | 2,667 | $316,252.44 | $306,171.6 | -$10,080.84 | -3.19% |
Erik Roemer GERBER, LLC | 2,082 | $219,189.27 | $239,013.6 | $19,824.33 | 9.04% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 2,118 | $222,981 | $243,146.4 | $20,165.4 | 9.04% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 6,541 | $539,814.48 | $750,906.8 | $211,092.32 | 39.1% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 4,485 | $489,590.12 | $514,878 | $25,287.88 | 5.16% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 4,220 | $492,178.72 | $484,456 | -$7,722.72 | -1.57% |
David Quinn Pine Harbor Wealth Management, LLC | 2,433 | $204,284.12 | $279,308.4 | $75,024.28 | 36.72% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 2,684 | $225,268 | $308,123.2 | $82,855.2 | 36.78% |
Douglas E. Morisoli Fairman Group, LLC | 790 | $86,538.47 | $90,692 | $4,153.53 | 4.8% |
Donald O. Dempster DLK Investment Management, LLC | 3,502 | $293,922.5 | $402,029.6 | $108,107.1 | 36.78% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 3,443 | $362,522.44 | $395,256.4 | $32,733.96 | 9.03% |
Columbia Bank Columbia Bank | 14,699 | $1.9M | $1.69M | -$210,436.26 | -11.09% |
Kelly Harris Glass Wealth Management Co LLC | 28,654 | $3.75M | $3.29M | -$465,124.83 | -12.39% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 6,951 | $581,483.37 | $797,974.8 | $216,491.43 | 37.23% |
| WL Wealthcollab LLC WealthCollab, LLC | 245 | $24,363.89 | $28,126 | $3,762.11 | 15.44% |
Kayla Tweedy JBR Co Financial Management Inc | 1,925 | $202,626 | $220,990 | $18,364 | 9.06% |
Ian Jameson American Capital Advisory, LLC | 5,617 | $633,756.82 | $644,831.6 | $11,074.78 | 1.75% |
Chris M. Frantz Catalina Capital Group, LLC | 1,929 | $232,039 | $221,449.2 | -$10,589.8 | -4.56% |
Michael Stringer Lane & Associates LLC | 4,641 | $521,034.68 | $532,786.8 | $11,752.12 | 2.26% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 5,421 | $696,727.88 | $622,330.8 | -$74,397.08 | -10.68% |