| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Meredith Abel Hall, LLC | 2,897 | $445,008.21 | $418,515.1 | -$26,493.11 | -5.95% |
Erik Roemer GERBER, LLC | 1,536 | $245,367.49 | $221,798.4 | -$23,569.09 | -9.61% |
Nitin Kumbhani Accent Capital Management, LLC | 7,392 | $1.12M | $1.09M | -$31,637.76 | -2.83% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,817 | $202,316.87 | $266,081.48 | $63,764.61 | 31.52% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 1,407 | $203,692.24 | $203,269.29 | -$422.95 | -0.21% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 18,039 | $2.6M | $2.65M | $56,806.63 | 2.19% |
Matthew Smith Ravenswood Partners LP | 85,513 | $12.6M | $12.54M | -$62,314.6 | -0.49% |
Michael Bailey MGB Wealth Management, LLC | 11,046 | $1.12M | $1.63M | $506,801.64 | 45.27% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 2,540 | $307,470.2 | $373,570.5 | $66,100.3 | 21.5% |
David Quinn Pine Harbor Wealth Management, LLC | 2,467 | $265,675.4 | $355,790.74 | $90,115.34 | 33.92% |
Fox Hill Wealth Management Fox Hill Wealth Management | 27,603 | $2.87M | $3.99M | $1.12M | 39.22% |
John Thomas Shields Benchstone Capital Management LP | 70,371 | $11.24M | $10.32M | -$922,564.04 | -8.21% |
Columbia Bank Columbia Bank | 2,939 | $331,369.39 | $430,563.5 | $99,194.11 | 29.93% |
| WL Wealthcollab LLC WealthCollab, LLC | 234 | $21,952 | $33,777.9 | $11,825.9 | 53.87% |
Ian Jameson American Capital Advisory, LLC | 3,311 | $314,694.64 | $479,499.02 | $164,804.38 | 52.37% |
Chris M. Frantz Catalina Capital Group, LLC | 5,928 | $592,684.87 | $867,503.52 | $274,818.65 | 46.37% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 2,015 | $321,795.5 | $295,872.52 | -$25,922.98 | -8.06% |
David Maxey Heritage Family Offices, LLP | 2,394 | $378,340.86 | $351,798.3 | -$26,542.56 | -7.02% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 1,722 | $271,223.5 | $248,975.37 | -$22,248.13 | -8.2% |
Mark Weiskind Fairway Wealth LLC | 106 | $16,059 | $15,576.7 | -$482.3 | -3% |