| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Perissos Private Wealth Management LLC Perissos Private Wealth Management, LLC | 2,038 | $239,383 | $222,325.42 | -$17,057.58 | -7.13% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 5,024 | $329,655.82 | $550,479.68 | $220,823.86 | 66.99% |
Kevin Galvin Hopwood Financial Services, Inc. | 3,733 | $228,019.27 | $407,718.26 | $179,698.99 | 78.81% |
DAVID REICHERT Atlatl Advisers LLC | 3,020 | $206,628.69 | $343,192.8 | $136,564.11 | 66.09% |
Daphne Bullock Passumpsic Savings Bank | 4,083 | $314,513 | $445,741.11 | $131,228.11 | 41.72% |
| HAS Hayley A. Snell LRI Investments, LLC | 16,476 | $879,257.87 | $1.81M | $930,630.73 | 105.84% |
Kelly Financial Services LLC Kelly Financial Services LLC | 3,587 | $226,398.12 | $387,252.52 | $160,854.4 | 71.05% |
David Millar Gen-Wealth Partners Inc | 24,204 | $1.26M | $2.66M | $1.4M | 111.3% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 3,410 | $177,165.19 | $392,388.7 | $215,223.51 | 121.48% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 51,237 | $3.1M | $5.63M | $2.52M | 81.31% |
| NI NCP Inc. NCP Inc. | 600 | $52,040.24 | $65,454 | $13,413.76 | 25.78% |
Lee Larson Everstar Asset Management, LLC | 14,970 | $980,370.77 | $1.72M | $742,227.13 | 75.71% |
Joe Banwait RAELIPSKIE PARTNERSHIP | 29,562 | $2.24M | $3.25M | $1.01M | 44.95% |
Michael Dziura Westfuller Advisors, LLC | 6,106 | $408,630.05 | $671,721.06 | $263,091.01 | 64.38% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 786 | $68,631.74 | $89,321.04 | $20,689.3 | 30.15% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 1,729 | $203,088 | $189,930.65 | -$13,157.35 | -6.48% |
Winfried Buchbauer Erste Asset Management GmbH | 1.22M | $82.48M | $139.01M | $56.53M | 68.54% |
Dana Weymouth Painted Porch Advisors LLC | 3,962 | $243,352.22 | $434,987.98 | $191,635.76 | 78.75% |
Robert Phillips Greater Midwest Financial Group, LLC | 4,532 | $244,618.29 | $493,172.24 | $248,553.95 | 101.61% |
Beth Steinhaus Breakwater Investment Management | 890 | $45,489.73 | $101,139.6 | $55,649.87 | 122.34% |