| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Columbia Bank Columbia Bank | 53,068 | $2.22M | $2.48M | $263,145.75 | 11.85% |
| WL Wealthcollab LLC WealthCollab, LLC | 2,257 | $92,646.48 | $106,191.85 | $13,545.37 | 14.62% |
Kayla Tweedy JBR Co Financial Management Inc | 28,303 | $1.23M | $1.32M | $90,460.84 | 7.33% |
Ian Jameson American Capital Advisory, LLC | 1,954 | $83,003.9 | $91,466.74 | $8,462.84 | 10.2% |
Michael Stringer Lane & Associates LLC | 8,948 | $382,725.61 | $418,855.88 | $36,130.27 | 9.44% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 23,551 | $1.06M | $1.14M | $82,437.3 | 7.78% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 8,538 | $362,192.1 | $401,115.24 | $38,923.14 | 10.75% |
David Maxey Heritage Family Offices, LLP | 5,114 | $250,929.18 | $239,386.34 | -$11,542.84 | -4.6% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 5,312 | $266,677.24 | $248,654.72 | -$18,022.52 | -6.76% |
Mark Weiskind Fairway Wealth LLC | 3,505 | $144,550.65 | $164,069.05 | $19,518.4 | 13.5% |
Joel W. Lake Capstone Wealth Management, LLC | 6,103 | $258,411 | $285,681.43 | $27,270.43 | 10.55% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 99,725 | $4.32M | $4.67M | $344,337.72 | 7.96% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 16,780 | $720,480.59 | $785,471.8 | $64,991.21 | 9.02% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 19,009 | $835,439 | $893,042.82 | $57,603.82 | 6.9% |
Brian Krause Cascade Financial Partners, LLC | 7,061 | $290,035.97 | $330,525.41 | $40,489.44 | 13.96% |
Janice M. Powell Diversify Advisory Services, LLC | 409,828 | $17.33M | $19.28M | $1.96M | 11.3% |
Jean-Francois Gonnet Sienna Gestion | 313,745 | $14.45M | $14.74M | $290,917.33 | 2.01% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 5,645 | $227,937.62 | $264,242.45 | $36,304.83 | 15.93% |
Kevyn Hill Hilltop National Bank | 20,355 | $898,365.98 | $952,817.55 | $54,451.57 | 6.06% |
Brady Green GGM Financials LLC | 340 | $14,928.08 | $15,915.4 | $987.32 | 6.61% |