| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Pompian Sunpointe, LLC | 1,979 | $227,499.81 | $360,811.28 | $133,311.47 | 58.6% |
D. Garet Strange Hobbs Group Advisors, LLC | 3,706 | $392,654.98 | $680,273.36 | $287,618.38 | 73.25% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 8,176 | $1.71M | $1.51M | -$200,598.12 | -11.74% |
Kyle Jones Pineridge Advisors LLC | 500 | $70,430 | $90,197.5 | $19,767.5 | 28.07% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 11,050 | $1.68M | $1.99M | $313,285 | 18.66% |
Ashley Meredith Abel Hall, LLC | 3,926 | $709,179.91 | $705,286.27 | -$3,893.64 | -0.55% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 470 | $44,255 | $85,920.7 | $41,665.7 | 94.15% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,173 | $245,204 | $215,233.77 | -$29,970.23 | -12.22% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 2,626 | $371,261.8 | $481,962.91 | $110,701.11 | 29.82% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 1,855 | $305,602.15 | $339,706.15 | $34,104 | 11.16% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 2,100 | $270,966.93 | $384,583.5 | $113,616.57 | 41.93% |
Columbia Bank Columbia Bank | 13,974 | $1.42M | $2.57M | $1.15M | 80.65% |
Kelly Harris Glass Wealth Management Co LLC | 31,573 | $3.6M | $5.68M | $2.08M | 57.65% |
Ian Jameson American Capital Advisory, LLC | 123 | $20,242.16 | $22,141.84 | $1,899.68 | 9.38% |
Chris M. Frantz Catalina Capital Group, LLC | 1,742 | $277,192.38 | $319,970.56 | $42,778.18 | 15.43% |
Richard Zipkis Granite Group Advisors, LLC | 11,954 | $1.21M | $2.19M | $976,504.76 | 80.78% |
Michael Stringer Lane & Associates LLC | 2,680 | $279,344.82 | $488,054.8 | $208,709.98 | 74.71% |
David Maxey Heritage Family Offices, LLP | 2,160 | $388,151.84 | $395,571.6 | $7,419.76 | 1.91% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 2,717 | $410,982.69 | $494,792.87 | $83,810.18 | 20.39% |
Joel W. Lake Capstone Wealth Management, LLC | 1,182 | $247,085 | $216,376.92 | -$30,708.08 | -12.43% |