| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Meredith Abel Hall, LLC | 2,934 | $378,603.47 | $612,619.2 | $234,015.73 | 61.81% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 200 | $25,948.2 | $41,372 | $15,423.8 | 59.44% |
Nitin Kumbhani Accent Capital Management, LLC | 1,264 | $227,644.26 | $261,471.04 | $33,826.78 | 14.86% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,672 | $362,148.9 | $552,729.92 | $190,581.02 | 52.63% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 1,284 | $231,503.17 | $265,608.24 | $34,105.07 | 14.73% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 8,925 | $1.32M | $1.85M | $525,452.08 | 39.8% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,362 | $248,121 | $281,743.32 | $33,622.32 | 13.55% |
Columbia Bank Columbia Bank | 11,176 | $1.74M | $2.31M | $569,193.12 | 32.66% |
Kelly Harris Glass Wealth Management Co LLC | 30,399 | $4.84M | $6.29M | $1.45M | 29.88% |
| WL Wealthcollab LLC WealthCollab, LLC | 24 | $3,195.82 | $5,011.2 | $1,815.38 | 56.8% |
Kayla Tweedy JBR Co Financial Management Inc | 9,293 | $1.27M | $1.92M | $649,114.9 | 50.98% |
Ian Jameson American Capital Advisory, LLC | 1,068 | $142,865.96 | $222,998.4 | $80,132.44 | 56.09% |
Chris M. Frantz Catalina Capital Group, LLC | 1,669 | $248,798.7 | $345,249.34 | $96,450.64 | 38.77% |
Richard Zipkis Granite Group Advisors, LLC | 2,828 | $380,312.59 | $585,000.08 | $204,687.49 | 53.82% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 13,789 | $1.72M | $2.85M | $1.13M | 65.47% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 57 | $7,355.44 | $11,791.02 | $4,435.58 | 60.3% |
James J. Karabas Embree Financial Group | 1,647 | $224,222.29 | $340,698.42 | $116,476.13 | 51.95% |
Brian Krause Cascade Financial Partners, LLC | 1,125 | $204,953 | $232,717.5 | $27,764.5 | 13.55% |
Jean-Francois Gonnet Sienna Gestion | 71,013 | $12.64M | $14.69M | $2.05M | 16.26% |
Kevyn Hill Hilltop National Bank | 11,685 | $1.69M | $2.42M | $728,831.11 | 43.17% |