| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,832 | $291,144.89 | $237,775.28 | -$53,369.61 | -18.33% |
David Quinn Pine Harbor Wealth Management, LLC | 2,145 | $322,028.01 | $288,523.95 | -$33,504.06 | -10.4% |
Fox Hill Wealth Management Fox Hill Wealth Management | 12,710 | $1.54M | $1.71M | $169,714.35 | 11.03% |
Douglas E. Morisoli Fairman Group, LLC | 70 | $7,380 | $9,091.25 | $1,711.25 | 23.19% |
Donald O. Dempster DLK Investment Management, LLC | 3,562 | $502,376.62 | $479,035.57 | -$23,341.05 | -4.65% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 4,917 | $648,008.23 | $639,406.68 | -$8,601.55 | -1.33% |
Columbia Bank Columbia Bank | 4,315 | $692,970.76 | $566,171.15 | -$126,799.61 | -18.3% |
| WL Wealthcollab LLC WealthCollab, LLC | 106 | $23,001.71 | $14,160.01 | -$8,841.7 | -38.44% |
Kayla Tweedy JBR Co Financial Management Inc | 3,974 | $819,061.93 | $528,502.26 | -$290,559.67 | -35.47% |
Ian Jameson American Capital Advisory, LLC | 7,699 | $833,580.8 | $1.03M | $194,081.72 | 23.28% |
Chris M. Frantz Catalina Capital Group, LLC | 5,471 | $816,862 | $720,612.76 | -$96,249.24 | -11.78% |
Richard Zipkis Granite Group Advisors, LLC | 2,719 | $311,954.74 | $352,382.4 | $40,427.66 | 12.96% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 1,995 | $293,412.49 | $266,212.8 | -$27,199.69 | -9.27% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 8,509 | $1.1M | $1.12M | $14,034.49 | 1.27% |
David Maxey Heritage Family Offices, LLP | 2,355 | $346,036.63 | $306,621 | -$39,415.63 | -11.39% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 1,947 | $454,077.06 | $261,764.41 | -$192,312.65 | -42.35% |
Joel W. Lake Capstone Wealth Management, LLC | 1,867 | $273,609 | $243,456.8 | -$30,152.2 | -11.02% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 27,316 | $4.45M | $3.67M | -$773,982.52 | -17.41% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 3,758 | $633,836.26 | $487,713.24 | -$146,123.02 | -23.05% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 19,922 | $2.84M | $2.62M | -$215,622.12 | -7.59% |