| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Quinn Pine Harbor Wealth Management, LLC | 1,277 | $219,655.64 | $357,004.5 | $137,348.86 | 62.53% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 4,601 | $896,295.32 | $1.29M | $397,919.97 | 44.4% |
Addis & Hill Inc. Addis & Hill, Inc | 1,534 | $275,659.8 | $429,427.96 | $153,768.16 | 55.78% |
John Thomas Shields Benchstone Capital Management LP | 126,767 | $37.79M | $35.51M | -$2.27M | -6.02% |
Donald O. Dempster DLK Investment Management, LLC | 16,424 | $3.14M | $4.58M | $1.44M | 45.82% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 755 | $225,043 | $212,826.95 | -$12,216.05 | -5.43% |
Audrey Woon Evergreen Quality Fund GP, Ltd. | 262,600 | $78.27M | $72.6M | -$5.68M | -7.25% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 909 | $258,014.04 | $256,147.11 | -$1,866.93 | -0.72% |
Columbia Bank Columbia Bank | 838 | $249,783 | $236,726.62 | -$13,056.38 | -5.23% |
Kelly Harris Glass Wealth Management Co LLC | 14,940 | $2.84M | $4.14M | $1.31M | 46.08% |
| WL Wealthcollab LLC WealthCollab, LLC | 14 | $4,173 | $3,874.36 | -$298.64 | -7.16% |
Ian Jameson American Capital Advisory, LLC | 119 | $25,680.93 | $32,927.3 | $7,246.37 | 28.22% |
Richard Zipkis Granite Group Advisors, LLC | 8,297 | $1.49M | $2.33M | $844,544.27 | 56.85% |
Michael Stringer Lane & Associates LLC | 1,698 | $313,813.51 | $473,877.84 | $160,064.33 | 51.01% |
Jeremy Wallace Wallace Hart LLC | 1,190 | $206,453 | $327,000.1 | $120,547.1 | 58.39% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 9,855 | $1.74M | $2.78M | $1.05M | 60.12% |
David Maxey Heritage Family Offices, LLP | 4,451 | $828,947.07 | $1.25M | $425,745.32 | 51.36% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 2,491 | $494,925.51 | $695,287.92 | $200,362.41 | 40.48% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 9,580 | $1.8M | $2.67M | $875,411.81 | 48.67% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 280 | $48,539.93 | $78,719.2 | $30,179.27 | 62.17% |