| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevyn Hill Hilltop National Bank | 30,797 | $908,615.58 | $1.17M | $262,594.33 | 28.9% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 14,445 | $492,911.37 | $550,643.4 | $57,732.03 | 11.71% |
Perissos Private Wealth Management LLC Perissos Private Wealth Management, LLC | 20,864 | $609,860.75 | $793,457.92 | $183,597.17 | 30.1% |
| HAS Hayley A. Snell LRI Investments, LLC | 41,778 | $1.21M | $1.6M | $395,515.26 | 32.72% |
David Millar Gen-Wealth Partners Inc | 4,012 | $117,445.15 | $152,696.72 | $35,251.57 | 30.02% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 30,097 | $868,437.52 | $1.14M | $276,151.39 | 31.8% |
Lee Larson Everstar Asset Management, LLC | 7,000 | $219,519.68 | $266,210 | $46,690.32 | 21.27% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 20,089 | $779,267 | $765,491.34 | -$13,775.66 | -1.77% |
Carmen McClennon WR Wealth Planners, LLC | 10,200 | $264,180 | $389,385 | $125,205 | 47.39% |
Craig Small Symphony Financial Services, Inc. | 6,288 | $201,731.84 | $239,321.28 | $37,589.44 | 18.63% |
John Bradford Surenkamp SAGE ADVISORS, LLC | 17,583 | $534,881.4 | $669,208.98 | $134,327.58 | 25.11% |
David A Rozenson Fairscale Capital, LLC | 5,707 | $175,126.24 | $217,408.16 | $42,281.92 | 24.14% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 6,541 | $247,511 | $249,244.8 | $1,733.8 | 0.7% |
| FGS Frederic G Sauer Orion Investment Co | 42,092 | $1.36M | $1.6M | $246,700.46 | 18.18% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 6,276 | $201,219.52 | $239,146.98 | $37,927.46 | 18.85% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 59,339 | $1.74M | $2.26M | $516,515.4 | 29.61% |
TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 5,558 | $210,311 | $211,787.59 | $1,476.59 | 0.7% |
Teresa Coleman Creekside Partners | 15,980 | $463,100 | $610,036.5 | $146,936.5 | 31.73% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 121 | $3,795 | $4,619.17 | $824.17 | 21.72% |
Matthew Riley Hickory Point Bank & Trust | 1,900 | $71,896 | $72,580 | $684 | 0.95% |