| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CLINE REASOR Gratus Wealth Advisors, LLC | 1,131 | $160,476.46 | $218,169.89 | $57,693.43 | 35.95% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 96,655 | $16.28M | $20.5M | $4.22M | 25.92% |
Kevin Galvin Hopwood Financial Services, Inc. | 1,351 | $267,081.53 | $260,607.89 | -$6,473.64 | -2.42% |
DAVID REICHERT Atlatl Advisers LLC | 375 | $66,840 | $72,337.5 | $5,497.5 | 8.22% |
Daphne Bullock Passumpsic Savings Bank | 16,125 | $2.36M | $3.11M | $751,008.59 | 31.83% |
| HAS Hayley A. Snell LRI Investments, LLC | 2,101 | $363,396.19 | $405,282.88 | $41,886.69 | 11.53% |
Michael Dziura Westfuller Advisors, LLC | 367 | $79,513.49 | $70,794.3 | -$8,719.19 | -10.97% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 2,251 | $414,160.61 | $477,347.06 | $63,186.45 | 15.26% |
Winfried Buchbauer Erste Asset Management GmbH | 209,847 | $46.69M | $40.48M | -$6.21M | -13.3% |
| NCG Noah C Goldberg Jain Global LLC | 39,467 | $7.03M | $8.37M | $1.33M | 18.97% |
Andrew Whiting Katamaran Capital LLP | 36,341 | $6.48M | $7.01M | $532,758.54 | 8.22% |
Beth Steinhaus Breakwater Investment Management | 58 | $12,224.93 | $12,006 | -$218.93 | -1.79% |
Roger Krabbe Bank & Trust Co | 300 | $47,538.3 | $57,870 | $10,331.7 | 21.73% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 325 | $64,588.87 | $62,692.5 | -$1,896.37 | -2.94% |
Bruce Barton Parkworth Wealth Management, Inc. | 25 | $4,968 | $4,822.5 | -$145.5 | -2.93% |
Yatrik Munshi Meridiem Capital Partners LP | 101,045 | $19.4M | $21.43M | $2.03M | 10.45% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 1,625 | $318,848.22 | $313,462.48 | -$5,385.74 | -1.69% |
Argentarii LLC Argentarii, LLC | 2,069 | $368,778.58 | $439,165.94 | $70,387.36 | 19.09% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 5,248 | $883,815.68 | $1.01M | $128,523.47 | 14.54% |
Kings Path Partners LLC Kings Path Partners LLC | 175 | $27,731.02 | $33,757.5 | $6,026.48 | 21.73% |