| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 612 | $208,704 | $224,995.68 | $16,291.68 | 7.81% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,098 | $353,370.17 | $735,988.89 | $382,618.72 | 108.28% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 1,730 | $280,606.36 | $601,348 | $320,741.64 | 114.3% |
Jessica Vickery BlueChip Wealth Advisors LLC | 2,705 | $489,392.28 | $964,359.55 | $474,967.27 | 97.05% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 2,190 | $374,762.45 | $761,046.9 | $386,284.45 | 103.07% |
Fox Hill Wealth Management Fox Hill Wealth Management | 28,571 | $4.78M | $10.58M | $5.8M | 121.49% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 1,090 | $182,470.72 | $375,330.6 | $192,859.88 | 105.69% |
Donald O. Dempster DLK Investment Management, LLC | 1,969 | $613,330.73 | $726,620.07 | $113,289.34 | 18.47% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 825 | $281,342 | $283,284.37 | $1,942.37 | 0.69% |
Thaddeus Gilliam Verisail Partners, LLC | 601 | $204,953 | $205,548.01 | $595.01 | 0.29% |
Columbia Bank Columbia Bank | 12,429 | $1.88M | $4.37M | $2.49M | 132.74% |
Robert Santos Arrowroot Family Office, LLC | 1,327 | $452,534 | $473,088.77 | $20,554.77 | 4.54% |
| WL Wealthcollab LLC WealthCollab, LLC | 36 | $5,651.18 | $13,235.4 | $7,584.22 | 134.21% |
Ian Jameson American Capital Advisory, LLC | 710 | $236,685.58 | $261,954.5 | $25,268.92 | 10.68% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 1,120 | $228,054.4 | $415,744 | $187,689.6 | 82.3% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 2,059 | $348,795.05 | $722,008.94 | $373,213.89 | 107% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 10,003 | $1.91M | $3.52M | $1.61M | 84.14% |
David Maxey Heritage Family Offices, LLP | 819 | $279,286 | $280,990.71 | $1,704.71 | 0.61% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 1,275 | $290,473.32 | $471,992.25 | $181,518.93 | 62.49% |
Ryan Visniski Bryce Point Capital, LLC | 2,848 | $582,814.55 | $1.01M | $430,674.73 | 73.9% |