| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ralph Antolino, Jr AA Financial Advisors, LLC | 3,843 | $446,121.13 | $586,864.53 | $140,743.44 | 31.55% |
Columbia Bank Columbia Bank | 9,851 | $1.14M | $1.5M | $367,661.58 | 32.34% |
Mary Throop Summerhill Capital Management lnc. | 6,131 | $1.04M | $936,265.01 | -$103,919.93 | -9.99% |
Kelly Harris Glass Wealth Management Co LLC | 73,596 | $8.58M | $11.24M | $2.66M | 31.02% |
Robert Santos Arrowroot Family Office, LLC | 3,553 | $417,850.76 | $542,578.63 | $124,727.9 | 29.85% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 30,815 | $3.47M | $4.71M | $1.23M | 35.44% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,412 | $153,569.78 | $215,626.52 | $62,056.75 | 40.41% |
Kayla Tweedy JBR Co Financial Management Inc | 6,333 | $642,838.37 | $967,112.43 | $324,274.13 | 50.44% |
Ian Jameson American Capital Advisory, LLC | 5,016 | $535,558.26 | $765,993.36 | $230,435.15 | 43.03% |
Chris M. Frantz Catalina Capital Group, LLC | 2,330 | $277,318.02 | $355,814.3 | $78,496.3 | 28.31% |
Richard Zipkis Granite Group Advisors, LLC | 3,943 | $405,229.06 | $602,135.53 | $196,906.51 | 48.59% |
Michael Stringer Lane & Associates LLC | 4,123 | $457,142.46 | $629,623.33 | $172,480.92 | 37.73% |
Jeremy Wallace Wallace Hart LLC | 3,837 | $445,936.22 | $585,948.27 | $140,012.09 | 31.4% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 25,919 | $3M | $3.96M | $953,482.5 | 31.73% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 6,665 | $856,659.08 | $1.02M | $161,153.14 | 18.81% |
David Maxey Heritage Family Offices, LLP | 3,014 | $349,988.25 | $460,267.94 | $110,279.72 | 31.51% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 4,807 | $522,842.02 | $734,076.97 | $211,235 | 40.4% |
Joel W. Lake Capstone Wealth Management, LLC | 2,608 | $282,153.01 | $398,267.68 | $116,114.7 | 41.15% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 1,884 | $206,067.41 | $287,705.64 | $81,638.25 | 39.62% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 38,543 | $4.51M | $5.89M | $1.38M | 30.57% |