| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Vickery BlueChip Wealth Advisors LLC | 3,602 | $371,214.78 | $426,512.82 | $55,298.04 | 14.9% |
Mark VanderPol VanderPol Investments L.L.C. | 4,384 | $299,158.98 | $521,140.99 | $221,982.01 | 74.2% |
Michael Bailey MGB Wealth Management, LLC | 39,796 | $2.42M | $4.72M | $2.3M | 94.89% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 16,932 | $1.04M | $2.01M | $977,429.96 | 94.26% |
David Quinn Pine Harbor Wealth Management, LLC | 4,133 | $231,888.1 | $487,570.01 | $255,681.91 | 110.26% |
Fox Hill Wealth Management Fox Hill Wealth Management | 20,245 | $1.5M | $2.39M | $888,699.76 | 59.34% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 3,503 | $406,119 | $416,243.97 | $10,124.97 | 2.49% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 3,855 | $410,201.58 | $455,121.3 | $44,919.72 | 10.95% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 12,104 | $1.05M | $1.44M | $385,367.84 | 36.62% |
Douglas E. Morisoli Fairman Group, LLC | 900 | $47,466 | $106,803 | $59,337 | 125.01% |
John Thomas Shields Benchstone Capital Management LP | 224,032 | $26.72M | $26.56M | -$155,465.2 | -0.58% |
Donald O. Dempster DLK Investment Management, LLC | 56,370 | $5.75M | $6.66M | $911,154.35 | 15.86% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 13,468 | $985,816.22 | $1.6M | $613,778.14 | 62.26% |
Thaddeus Gilliam Verisail Partners, LLC | 4,845 | $437,952.34 | $575,537.55 | $137,585.21 | 31.42% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,965 | $244,215.22 | $232,597.05 | -$11,618.17 | -4.76% |
Columbia Bank Columbia Bank | 12,058 | $975,779.21 | $1.44M | $459,363.95 | 47.08% |
Kelly Harris Glass Wealth Management Co LLC | 6,147 | $516,079.2 | $729,225.99 | $213,146.79 | 41.3% |
Cory Davis IMZ Advisory Inc | 3,829 | $215,690.59 | $454,310.85 | $238,620.26 | 110.63% |
Robert Santos Arrowroot Family Office, LLC | 3,046 | $253,211.42 | $360,328.09 | $107,116.67 | 42.3% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 154,878 | $15.47M | $18.4M | $2.93M | 18.94% |