| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Philip Smith SWP FINANCIAL LLC | 1,690 | $180,356.32 | $219,480.3 | $39,123.98 | 21.69% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,860 | $250,279.33 | $273,308.4 | $23,029.07 | 9.2% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,340 | $321,371.74 | $303,895.8 | -$17,475.94 | -5.44% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 11,868 | $1.31M | $1.54M | $234,105.79 | 17.91% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,832 | $291,144.89 | $237,921.84 | -$53,223.05 | -18.28% |
David Quinn Pine Harbor Wealth Management, LLC | 2,145 | $322,028.01 | $328,785.6 | $6,757.59 | 2.1% |
Fox Hill Wealth Management Fox Hill Wealth Management | 12,710 | $1.54M | $1.83M | $288,743.5 | 18.76% |
Douglas E. Morisoli Fairman Group, LLC | 70 | $7,380 | $9,090.9 | $1,710.9 | 23.18% |
Donald O. Dempster DLK Investment Management, LLC | 1,498 | $218,989.19 | $194,545.26 | -$24,443.93 | -11.16% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 3,700 | $480,914.13 | $567,136 | $86,221.87 | 17.93% |
Columbia Bank Columbia Bank | 4,315 | $692,970.76 | $560,389.05 | -$132,581.71 | -19.13% |
| WL Wealthcollab LLC WealthCollab, LLC | 106 | $23,001.71 | $15,575.64 | -$7,426.07 | -32.28% |
Kayla Tweedy JBR Co Financial Management Inc | 4,165 | $872,778.73 | $540,908.55 | -$331,870.18 | -38.02% |
Ian Jameson American Capital Advisory, LLC | 7,699 | $833,580.8 | $999,869.13 | $166,288.33 | 19.95% |
Chris M. Frantz Catalina Capital Group, LLC | 5,471 | $816,862 | $710,518.77 | -$106,343.23 | -13.02% |
Richard Zipkis Granite Group Advisors, LLC | 2,719 | $311,954.74 | $353,116.53 | $41,161.79 | 13.19% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 1,995 | $293,412.49 | $290,232.6 | -$3,179.89 | -1.08% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 8,509 | $1.1M | $1.3M | $201,828.12 | 18.31% |
David Maxey Heritage Family Offices, LLP | 2,355 | $346,036.63 | $305,843.85 | -$40,192.78 | -11.62% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 1,947 | $454,077.06 | $252,856.89 | -$201,220.17 | -44.31% |