| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Meredith Abel Hall, LLC | 4,468 | $402,655.91 | $353,128.38 | -$49,527.53 | -12.3% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 8,666 | $535,283.29 | $684,267.36 | $148,984.07 | 27.83% |
Nitin Kumbhani Accent Capital Management, LLC | 7,265 | $637,649 | $580,873.07 | -$56,775.93 | -8.9% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 14,002 | $993,330.41 | $1.12M | $125,009.33 | 12.58% |
Michael Bailey MGB Wealth Management, LLC | 5,674 | $385,988.68 | $453,494.45 | $67,505.77 | 17.49% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 5,664 | $438,398.77 | $452,610.24 | $14,211.47 | 3.24% |
Fox Hill Wealth Management Fox Hill Wealth Management | 25,834 | $1.71M | $2.04M | $333,727.72 | 19.56% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 3,983 | $332,647.32 | $318,002.72 | -$14,644.6 | -4.4% |
Columbia Bank Columbia Bank | 17,865 | $1.19M | $1.43M | $239,230.69 | 20.07% |
| WL Wealthcollab LLC WealthCollab, LLC | 417 | $25,603.39 | $32,936.74 | $7,333.35 | 28.64% |
Ian Jameson American Capital Advisory, LLC | 151 | $11,157.36 | $11,904.84 | $747.48 | 6.7% |
Richard Zipkis Granite Group Advisors, LLC | 31,655 | $1.99M | $2.53M | $544,167.53 | 27.41% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 9,085 | $674,724.8 | $725,073.85 | $50,349.05 | 7.46% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 5,526 | $400,279.99 | $442,687.86 | $42,407.87 | 10.59% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 3,152 | $263,817.02 | $248,881.92 | -$14,935.1 | -5.66% |
Mark Weiskind Fairway Wealth LLC | 100 | $8,777 | $7,986 | -$791 | -9.01% |
Ryan Visniski Bryce Point Capital, LLC | 4,980 | $345,711.41 | $397,304.4 | $51,592.99 | 14.92% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 109,004 | $8.07M | $8.61M | $538,553.05 | 6.67% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 2,304 | $157,341.12 | $183,974.4 | $26,633.28 | 16.93% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 672 | $49,494.51 | $53,662.56 | $4,168.05 | 8.42% |