| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Faw Strathmore Capital Advisors, Inc. | 1,706 | $217,072 | $214,171.24 | -$2,900.76 | -1.34% |
Michael D. Kim Marathon Strategic Advisors, LLC | 4,666 | $577,443 | $580,170.44 | $2,727.44 | 0.47% |
Brady Green GGM Financials LLC | 1,797 | $226,619.93 | $225,595.38 | -$1,024.55 | -0.45% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 12,921 | $1.29M | $1.62M | $328,941.1 | 25.44% |
Richard Crinion Mediolanum International Funds Ltd | 63,852 | $7.5M | $8.03M | $525,593.66 | 7.01% |
CLINE REASOR Gratus Wealth Advisors, LLC | 7,402 | $717,684.45 | $929,247.08 | $211,562.63 | 29.48% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 38,176 | $4.43M | $4.87M | $439,342.86 | 9.91% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 26,428 | $3.26M | $3.32M | $57,790.59 | 1.77% |
Todd Lunsford International Private Wealth Advisors LLC | 8,530 | $998,848.7 | $1.07M | $73,542.9 | 7.36% |
Joe Miller Miller Financial Services LLC | 2,377 | $256,184.09 | $298,836.44 | $42,652.35 | 16.65% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 43,788 | $5.72M | $5.51M | -$215,804.21 | -3.77% |
Daphne Bullock Passumpsic Savings Bank | 5,955 | $599,849.44 | $748,662.6 | $148,813.16 | 24.81% |
| HAS Hayley A. Snell LRI Investments, LLC | 716 | $75,923.38 | $89,568.02 | $13,644.64 | 17.97% |
David Millar Gen-Wealth Partners Inc | 623 | $64,878.82 | $78,404.55 | $13,525.73 | 20.85% |
Bruce Wheadon Transce3nd, LLC | 43 | $5,243.11 | $5,405.96 | $162.85 | 3.11% |
Lee Larson Everstar Asset Management, LLC | 1,891 | $247,608 | $237,736.52 | -$9,871.48 | -3.99% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 323 | $42,294 | $40,607.56 | -$1,686.44 | -3.99% |
Beth Steinhaus Breakwater Investment Management | 8 | $1,048 | $1,005.76 | -$42.24 | -4.03% |
Roger Krabbe Bank & Trust Co | 22,569 | $2.27M | $2.83M | $563,643.82 | 24.88% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 9,154 | $885,283.11 | $1.15M | $266,747.79 | 30.13% |