| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anne Wright Lummis Asset Management, LP | 1,595 | $130,854 | $129,761.22 | -$1,092.78 | -0.84% |
Dennis R. Plyler FCG Investment Co | 3,684 | $299,170 | $299,435.52 | $265.52 | 0.09% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 41,884 | $3.47M | $3.4M | -$70,365.48 | -2.03% |
| FTM F. Thomas Mosley Mosley Wealth Management | 129 | $10,696.43 | $10,495.43 | -$201 | -1.88% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 62,850 | $5.16M | $5.11M | -$44,016.72 | -0.85% |
Seth Hodes Able Wealth Management LLC | 79,131 | $6.54M | $6.42M | -$119,108.38 | -1.82% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,446 | $119,030.42 | $117,661.02 | -$1,369.4 | -1.15% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 225,674 | $18.53M | $18.35M | -$185,574.34 | -1% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 31,508 | $2.6M | $2.56M | -$40,330.42 | -1.55% |
D. Garet Strange Hobbs Group Advisors, LLC | 11,258 | $927,671.02 | $916,007.17 | -$11,663.85 | -1.26% |
Michael Koch Counterweight Ventures, LLC | 34,374 | $2.83M | $2.79M | -$30,942.18 | -1.1% |
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 51,168 | $4.22M | $4.16M | -$58,153.68 | -1.38% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,118 | $418,499 | $416,186.55 | -$2,312.45 | -0.55% |
Philip Smith SWP FINANCIAL LLC | 2,963 | $245,094.97 | $240,864.05 | -$4,230.92 | -1.73% |
Nicholas Jeffries M3 Advisory Group, LLC | 11,369 | $932,800.74 | $925,038.68 | -$7,762.06 | -0.83% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,176 | $260,534.4 | $258,415.24 | -$2,119.16 | -0.81% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 27,061 | $2.22M | $2.2M | -$20,671.03 | -0.93% |
Columbia Bank Columbia Bank | 4,809 | $397,930.61 | $391,260.24 | -$6,670.37 | -1.68% |
Robert Santos Arrowroot Family Office, LLC | 16,600 | $1.36M | $1.35M | -$13,470.5 | -0.99% |
Ian Jameson American Capital Advisory, LLC | 1 | $86 | $81.29 | -$4.71 | -5.48% |