| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Rooney Prospect Financial Services LLC | 10,711 | $286,743.77 | $315,190.45 | $28,446.68 | 9.92% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 18,923 | $476,762.29 | $557,660.81 | $80,898.52 | 16.97% |
Ashley Meredith Abel Hall, LLC | 40,621 | $1.07M | $1.21M | $133,808.63 | 12.47% |
| CI CacheTech Inc. CacheTech Inc. | 11,690 | $308,665.9 | $344,679.65 | $36,013.75 | 11.67% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 150 | $4,212 | $4,437 | $225 | 5.34% |
Cornelius T. McDonald III Wealth Group, Ltd. | 13,923 | $335,265.84 | $411,981.57 | $76,715.73 | 22.88% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 84,332 | $2.23M | $2.5M | $264,859.1 | 11.86% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 24,094 | $682,962.58 | $714,389.51 | $31,426.93 | 4.6% |
Douglas E. Morisoli Fairman Group, LLC | 3,288 | $92,329.76 | $97,143.96 | $4,814.2 | 5.21% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 12,000 | $330,000 | $354,600 | $24,600 | 7.45% |
Columbia Bank Columbia Bank | 8,568 | $223,762.02 | $252,856.25 | $29,094.23 | 13% |
Kelly Harris Glass Wealth Management Co LLC | 100,166 | $2.74M | $2.97M | $220,969.77 | 8.05% |
| WL Wealthcollab LLC WealthCollab, LLC | 5,017 | $135,719.43 | $148,829.3 | $13,109.87 | 9.66% |
Kayla Tweedy JBR Co Financial Management Inc | 8,647 | $208,220 | $254,956.79 | $46,736.79 | 22.45% |
Ian Jameson American Capital Advisory, LLC | 2,842 | $78,767.67 | $84,336.35 | $5,568.68 | 7.07% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 13,941 | $398,403.18 | $412,514.19 | $14,111.01 | 3.54% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 8,795 | $224,007.72 | $258,808.71 | $34,800.99 | 15.54% |
Mark Weiskind Fairway Wealth LLC | 319 | $8,946.79 | $9,434.42 | $487.63 | 5.45% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 56,570 | $1.92M | $1.67M | -$253,941.33 | -13.23% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 23,291 | $621,555.44 | $688,016.14 | $66,460.7 | 10.69% |