| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 9,072 | $559,943.73 | $807,135.84 | $247,192.11 | 44.15% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 13,903 | $984,641.17 | $1.24M | $255,645.46 | 25.96% |
Michael Bailey MGB Wealth Management, LLC | 5,674 | $385,988.68 | $506,177.54 | $120,188.86 | 31.14% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 5,664 | $438,398.77 | $505,285.44 | $66,886.67 | 15.26% |
Fox Hill Wealth Management Fox Hill Wealth Management | 24,132 | $1.56M | $2.15M | $596,077.77 | 38.29% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 3,900 | $325,343.8 | $347,919 | $22,575.2 | 6.94% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 2,604 | $241,888 | $232,302.84 | -$9,585.16 | -3.96% |
Columbia Bank Columbia Bank | 16,855 | $1.1M | $1.5M | $400,347.79 | 36.29% |
| WL Wealthcollab LLC WealthCollab, LLC | 417 | $25,603.39 | $37,144.27 | $11,540.88 | 45.08% |
Ian Jameson American Capital Advisory, LLC | 144 | $10,542.94 | $12,826.8 | $2,283.86 | 21.66% |
Richard Zipkis Granite Group Advisors, LLC | 31,160 | $1.87M | $2.78M | $913,721.74 | 48.97% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 6,614 | $457,845.25 | $589,142.05 | $131,296.8 | 28.68% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 4,851 | $341,036.83 | $432,102.82 | $91,065.99 | 26.7% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 4,005 | $332,287.07 | $355,744.12 | $23,457.05 | 7.06% |
Ryan Visniski Bryce Point Capital, LLC | 4,980 | $345,711.41 | $444,265.8 | $98,554.39 | 28.51% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 114,078 | $8.53M | $10.19M | $1.66M | 19.48% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 2,304 | $157,341.12 | $204,986.88 | $47,645.76 | 30.28% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 747 | $54,248.01 | $66,531.55 | $12,283.54 | 22.64% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 14,459 | $1.11M | $1.29M | $175,464.76 | 15.79% |
Bray Creech Joel Adams & Associates, Inc. | 2,540 | $203,911 | $226,250.5 | $22,339.5 | 10.96% |