| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Financial Services LLC Kelly Financial Services LLC | 3,998 | $397,682.69 | $481,679.04 | $83,996.35 | 21.12% |
David Millar Gen-Wealth Partners Inc | 882 | $107,884.95 | $103,732.02 | -$4,152.93 | -3.85% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 3,630 | $414,537.73 | $437,342.4 | $22,804.67 | 5.5% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 107 | $14,124 | $12,891.36 | -$1,232.64 | -8.73% |
Winfried Buchbauer Erste Asset Management GmbH | 131,058 | $16.68M | $15.79M | -$885,520.39 | -5.31% |
| NCG Noah C Goldberg Jain Global LLC | 76,319 | $10.07M | $9.19M | -$879,194.88 | -8.73% |
Dana Weymouth Painted Porch Advisors LLC | 4,747 | $556,275.28 | $571,918.56 | $15,643.28 | 2.81% |
Beth Steinhaus Breakwater Investment Management | 5 | $473 | $583.8 | $110.8 | 23.42% |
Roger Krabbe Bank & Trust Co | 2,883 | $329,757.11 | $347,343.84 | $17,586.73 | 5.33% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 5,639 | $628,666 | $679,386.72 | $50,720.72 | 8.07% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 142 | $14,082 | $17,108.16 | $3,026.16 | 21.49% |
Bruce Barton Parkworth Wealth Management, Inc. | 24 | $2,380 | $2,891.52 | $511.52 | 21.49% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 2,298 | $227,892.86 | $271,026.12 | $43,133.26 | 18.93% |
Grant Carroll Strategic Financial Partners, Ltd. | 2,517 | $332,244 | $303,248.16 | -$28,995.84 | -8.73% |
Kara Lilian Lynx Investment Advisory | 7,290 | $759,097.38 | $878,299.2 | $119,201.82 | 15.7% |
Richard Mueller ADAPT Investment Managers SA | 35,703 | $3.71M | $4.3M | $589,813.44 | 15.89% |
Argentarii LLC Argentarii, LLC | 8,687 | $877,066.92 | $1.05M | $169,542.84 | 19.33% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 18,812 | $2.33M | $2.27M | -$62,522.04 | -2.68% |
Kings Path Partners LLC Kings Path Partners LLC | 8 | $832 | $963.84 | $131.84 | 15.85% |
Neisy Arnez Drucker Wealth 3.0, LLC | 5,131 | $548,222.85 | $618,182.88 | $69,960.03 | 12.76% |