| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James J. Karabas Embree Financial Group | 13,969 | $1.45M | $1.7M | $245,034.45 | 16.88% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 3,165 | $352,486.05 | $401,448.6 | $48,962.55 | 13.89% |
Janice M. Powell Diversify Advisory Services, LLC | 87,297 | $10.45M | $11.02M | $569,120.4 | 5.45% |
Kevyn Hill Hilltop National Bank | 3,875 | $402,186 | $470,541.25 | $68,355.25 | 17% |
Taylor Faw Strathmore Capital Advisors, Inc. | 2,830 | $320,218.76 | $357,146 | $36,927.24 | 11.53% |
Brady Green GGM Financials LLC | 7,846 | $897,966.95 | $952,739.78 | $54,772.83 | 6.1% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 4,333 | $539,063 | $546,824.6 | $7,761.6 | 1.44% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 169,006 | $19.27M | $21.42M | $2.15M | 11.18% |
DAVID REICHERT Atlatl Advisers LLC | 2,891 | $297,841.36 | $351,054.13 | $53,212.77 | 17.87% |
| HAS Hayley A. Snell LRI Investments, LLC | 39 | $4,852 | $4,735.77 | -$116.23 | -2.4% |
Kelly Financial Services LLC Kelly Financial Services LLC | 3,783 | $422,556.52 | $459,369.69 | $36,813.17 | 8.71% |
David Millar Gen-Wealth Partners Inc | 19,588 | $2.08M | $2.47M | $390,349.99 | 18.75% |
Jade Eagles WEALTHGARDEN F.S. LLC | 2,394 | $270,059.84 | $290,703.42 | $20,643.58 | 7.64% |
Michael Dziura Westfuller Advisors, LLC | 28,159 | $3.45M | $3.42M | -$28,988.96 | -0.84% |
Beth Steinhaus Breakwater Investment Management | 275 | $27,528 | $34,269.12 | $6,741.12 | 24.49% |
Jay Kasting Landing Point Financial Group, LLC | 16,548 | $2.06M | $2.06M | $3,192.02 | 0.16% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 18,487 | $2.1M | $2.24M | $147,710.39 | 7.04% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 15,087 | $1.71M | $1.83M | $124,400.32 | 7.29% |
Dodd Disler Sagace Wealth Management LLC | 36,277 | $3.91M | $4.41M | $496,375.92 | 12.7% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 87,297 | $10.23M | $10.6M | $375,094.49 | 3.67% |