| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
J. Chad Jordan Processus Wealth & Capital Management, LLC | 16,454 | $1.83M | $2.14M | $314,453.38 | 17.2% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,194 | $234,378.05 | $285,658.8 | $51,280.75 | 21.88% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 2,120 | $223,446.46 | $272,568.42 | $49,121.96 | 21.98% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 9,510 | $917,849.95 | $1.24M | $320,352.05 | 34.9% |
Jessica Vickery BlueChip Wealth Advisors LLC | 2,500 | $274,140.02 | $325,500 | $51,359.98 | 18.73% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 4,415 | $481,958.73 | $574,833 | $92,874.27 | 19.27% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 4,755 | $540,200.34 | $619,101 | $78,900.66 | 14.61% |
David Quinn Pine Harbor Wealth Management, LLC | 2,437 | $204,781.68 | $323,926.04 | $119,144.36 | 58.18% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 2,340 | $196,841.8 | $304,668 | $107,826.2 | 54.78% |
Douglas E. Morisoli Fairman Group, LLC | 790 | $86,538.47 | $102,858 | $16,319.53 | 18.86% |
Donald O. Dempster DLK Investment Management, LLC | 2,183 | $183,218.97 | $284,226.6 | $101,007.63 | 55.13% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 1,630 | $209,455 | $212,226 | $2,771 | 1.32% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 5,984 | $686,502.49 | $795,393.28 | $108,890.79 | 15.86% |
Columbia Bank Columbia Bank | 14,852 | $1.92M | $1.93M | $16,221.28 | 0.85% |
Kelly Harris Glass Wealth Management Co LLC | 29,119 | $3.81M | $3.79M | -$23,062.74 | -0.6% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 6,951 | $581,483.37 | $905,020.2 | $323,536.83 | 55.64% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,673 | $207,862.31 | $219,029.16 | $11,166.85 | 5.37% |
Kayla Tweedy JBR Co Financial Management Inc | 1,925 | $202,626 | $250,635 | $48,009 | 23.69% |
Ian Jameson American Capital Advisory, LLC | 6,146 | $701,733.32 | $800,209.2 | $98,475.88 | 14.03% |
Chris M. Frantz Catalina Capital Group, LLC | 1,929 | $232,039 | $251,155.8 | $19,116.8 | 8.24% |