| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Perissos Private Wealth Management LLC Perissos Private Wealth Management, LLC | 1,013 | $289,667.31 | $342,231.92 | $52,564.61 | 18.15% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 5,394 | $1.17M | $1.85M | $682,523.85 | 58.31% |
Kevin Galvin Hopwood Financial Services, Inc. | 532 | $200,963 | $181,044.92 | -$19,918.08 | -9.91% |
DAVID REICHERT Atlatl Advisers LLC | 1,862 | $556,151.56 | $620,046 | $63,894.44 | 11.49% |
Daphne Bullock Passumpsic Savings Bank | 12,531 | $1.68M | $4.25M | $2.57M | 152.93% |
Sara Beth Stanich Stanich Group LLC | 768 | $257,436.34 | $252,480 | -$4,956.34 | -1.93% |
| HAS Hayley A. Snell LRI Investments, LLC | 11,068 | $1.8M | $3.81M | $2.01M | 111.34% |
David Millar Gen-Wealth Partners Inc | 418 | $105,976.61 | $138,167.81 | $32,191.2 | 30.38% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 876 | $242,680.68 | $293,022 | $50,341.32 | 20.74% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 1,957 | $379,408.49 | $673,853.79 | $294,445.3 | 77.61% |
Bruce Wheadon Transce3nd, LLC | 54 | $12,723.55 | $18,309.24 | $5,585.69 | 43.9% |
| NI NCP Inc. NCP Inc. | 11,425 | $2.61M | $3.86M | $1.25M | 48.05% |
Lee Larson Everstar Asset Management, LLC | 1,968 | $743,433 | $661,956.48 | -$81,476.52 | -10.96% |
Joe Banwait RAELIPSKIE PARTNERSHIP | 8,176 | $957,546.07 | $2.76M | $1.8M | 188.19% |
Michael Dziura Westfuller Advisors, LLC | 7,743 | $2.52M | $2.56M | $44,380.77 | 1.76% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 520 | $179,967.36 | $173,495.4 | -$6,471.96 | -3.6% |
Winfried Buchbauer Erste Asset Management GmbH | 1.01M | $270.34M | $337.74M | $67.4M | 24.93% |
| NCG Noah C Goldberg Jain Global LLC | 225,999 | $85.37M | $77.82M | -$7.55M | -8.85% |
Andrew Whiting Katamaran Capital LLP | 5,383 | $1.67M | $1.78M | $115,734.41 | 6.95% |
Robert Phillips Greater Midwest Financial Group, LLC | 2,478 | $438,389.27 | $840,983.64 | $402,594.37 | 91.83% |