| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 63 | $15,512 | $13,595.4 | -$1,916.6 | -12.36% |
Brian Distler Lakeridge Wealth Management LLC | 2,471 | $394,011.18 | $542,335.08 | $148,323.9 | 37.64% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 7 | $1,371.46 | $1,512.07 | $140.61 | 10.25% |
Corey Saft Sivia Capital Partners, LLC | 10,276 | $2.26M | $2.22M | -$38,037.2 | -1.69% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 24 | $5,009 | $5,158.56 | $149.56 | 2.99% |
Angela Pompian Sunpointe, LLC | 2,467 | $409,403.5 | $541,457.16 | $132,053.66 | 32.26% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 1,790 | $341,753.87 | $387,356 | $45,602.13 | 13.34% |
Jay S. Arce Taylor Financial Group, Inc. | 1,342 | $207,806.3 | $290,334.99 | $82,528.69 | 39.71% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,962 | $493,847 | $423,399.6 | -$70,447.4 | -14.27% |
Ashley Meredith Abel Hall, LLC | 3,022 | $607,290.74 | $653,658.6 | $46,367.86 | 7.64% |
David Quinn Pine Harbor Wealth Management, LLC | 1,741 | $281,302.85 | $374,680.61 | $93,377.76 | 33.19% |
Douglas E. Morisoli Fairman Group, LLC | 308 | $49,772.99 | $66,466.4 | $16,693.41 | 33.54% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 1,603 | $279,404.35 | $351,826.44 | $72,422.09 | 25.92% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,613 | $380,325.3 | $354,021.24 | -$26,304.06 | -6.92% |
Columbia Bank Columbia Bank | 14,223 | $2.43M | $3.12M | $688,808.38 | 28.31% |
Ian Jameson American Capital Advisory, LLC | 19 | $3,869.77 | $4,085.57 | $215.8 | 5.58% |
Richard Zipkis Granite Group Advisors, LLC | 12,236 | $1.93M | $2.69M | $754,422.71 | 39.07% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 1,159 | $234,214.84 | $254,377.32 | $20,162.48 | 8.61% |
David Maxey Heritage Family Offices, LLP | 950 | $233,906 | $208,506 | -$25,400 | -10.86% |
Joel W. Lake Capstone Wealth Management, LLC | 1,762 | $433,840 | $386,723.76 | -$47,116.24 | -10.86% |