| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 7,027 | $2.32M | $2.53M | $204,768.9 | 8.81% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 10,079 | $2.53M | $3.61M | $1.08M | 42.89% |
Douglas E. Morisoli Fairman Group, LLC | 776 | $192,792.76 | $276,698.33 | $83,905.57 | 43.52% |
Donald O. Dempster DLK Investment Management, LLC | 16,038 | $4.52M | $5.82M | $1.29M | 28.52% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 24,641 | $10.23M | $8.85M | -$1.38M | -13.49% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 3,920 | $1.07M | $1.41M | $331,770.44 | 30.9% |
Columbia Bank Columbia Bank | 757 | $242,581.51 | $275,351.18 | $32,769.67 | 13.51% |
Robert Santos Arrowroot Family Office, LLC | 1,836 | $530,038.84 | $669,809.52 | $139,770.68 | 26.37% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 1,457 | $612,814.3 | $516,827.04 | -$95,987.26 | -15.66% |
| WL Wealthcollab LLC WealthCollab, LLC | 342 | $95,719.13 | $123,202.08 | $27,482.95 | 28.71% |
Kayla Tweedy JBR Co Financial Management Inc | 3,827 | $939,744.09 | $1.41M | $472,323.23 | 50.26% |
| JEN Jay Eliot Newby Hancock Prospecting Pty Ltd | 20,837 | $8.41M | $7.39M | -$1.02M | -12.18% |
Ian Jameson American Capital Advisory, LLC | 1,507 | $389,341.89 | $542,625.49 | $153,283.6 | 39.37% |
Chris M. Frantz Catalina Capital Group, LLC | 1,371 | $342,254.27 | $500,168.22 | $157,913.95 | 46.14% |
Michael Stringer Lane & Associates LLC | 1,706 | $494,146.5 | $618,305.58 | $124,159.08 | 25.13% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 10,150 | $2.99M | $3.69M | $697,353.57 | 23.29% |
David Maxey Heritage Family Offices, LLP | 4,052 | $1.63M | $1.46M | -$177,089.1 | -10.85% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 5,111 | $1.84M | $1.85M | $12,697.05 | 0.69% |
Mark Weiskind Fairway Wealth LLC | 70 | $13,851.52 | $25,141.9 | $11,290.38 | 81.51% |
Joel W. Lake Capstone Wealth Management, LLC | 1,093 | $469,170.74 | $394,835.31 | -$74,335.43 | -15.84% |