| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 3,631 | $302,234.02 | $447,230.27 | $144,996.25 | 47.97% |
DAVID REICHERT Atlatl Advisers LLC | 172 | $24,073 | $21,285.86 | -$2,787.14 | -11.58% |
| HAS Hayley A. Snell LRI Investments, LLC | 18,038 | $1.55M | $2.22M | $672,276.41 | 43.38% |
David Millar Gen-Wealth Partners Inc | 2,585 | $258,427.26 | $320,720.95 | $62,293.69 | 24.1% |
Bruce Wheadon Transce3nd, LLC | 94 | $8,010.07 | $11,889.12 | $3,879.05 | 48.43% |
Michael Dziura Westfuller Advisors, LLC | 989 | $100,683.63 | $122,319.52 | $21,635.89 | 21.49% |
Winfried Buchbauer Erste Asset Management GmbH | 301,164 | $28.33M | $37.36M | $9.03M | 31.89% |
Beth Steinhaus Breakwater Investment Management | 26 | $2,526.3 | $3,221.53 | $695.23 | 27.52% |
Roger Krabbe Bank & Trust Co | 32,147 | $2.04M | $4.02M | $1.98M | 97.1% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 1,581 | $221,278 | $200,051.83 | -$21,226.17 | -9.59% |
Bruce Barton Parkworth Wealth Management, Inc. | 97 | $7,256.59 | $11,945.55 | $4,688.96 | 64.62% |
Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 1,131 | $107,278.33 | $141,001.77 | $33,723.44 | 31.44% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 26,793 | $3.52M | $3.39M | -$134,953.38 | -3.83% |
Dodd Disler Sagace Wealth Management LLC | 3,380 | $343,343.86 | $414,607.7 | $71,263.84 | 20.76% |
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 725 | $82,222.13 | $89,994.25 | $7,772.12 | 9.45% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 16,100 | $1.83M | $1.98M | $156,009 | 8.54% |
Kennedy James Axecap Investments, LLC | 11,289 | $1.3M | $1.39M | $88,057.71 | 6.79% |
Argentarii LLC Argentarii, LLC | 7,565 | $621,363.31 | $956,518.6 | $335,155.29 | 53.94% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 36,197 | $3.69M | $4.45M | $762,558.15 | 20.66% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 8,690 | $563,685.45 | $1.09M | $524,823.95 | 93.11% |