| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 69 | $5,231.62 | $7,347.81 | $2,116.19 | 40.45% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 1,940 | $222,828 | $211,188.4 | -$11,639.6 | -5.22% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 12,684 | $867,508.64 | $1.37M | $500,460.76 | 57.69% |
Richard Crinion Mediolanum International Funds Ltd | 86,191 | $8.16M | $9.28M | $1.12M | 13.69% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 68,098 | $6.76M | $7.34M | $580,924.59 | 8.59% |
Adam Stalnaker Rockport Wealth LLC | 1,841 | $206,855 | $198,128.42 | -$8,726.58 | -4.22% |
| HAS Hayley A. Snell LRI Investments, LLC | 222 | $14,626.71 | $23,891.64 | $9,264.93 | 63.34% |
David Millar Gen-Wealth Partners Inc | 521 | $27,946.28 | $55,851.2 | $27,904.92 | 99.85% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 22,070 | $1.52M | $2.38M | $853,807.02 | 56.12% |
Michael Dziura Westfuller Advisors, LLC | 40 | $4,621 | $4,304.8 | -$316.2 | -6.84% |
Roger Krabbe Bank & Trust Co | 1,590 | $87,279.9 | $171,115.8 | $83,835.9 | 96.05% |
Bruce Barton Parkworth Wealth Management, Inc. | 6 | $455 | $645.72 | $190.72 | 41.92% |
Argentarii LLC Argentarii, LLC | 3,079 | $234,566.72 | $332,070.15 | $97,503.43 | 41.57% |
Neisy Arnez Drucker Wealth 3.0, LLC | 16,145 | $1.38M | $1.74M | $357,277.34 | 25.89% |
Carmen McClennon WR Wealth Planners, LLC | 16 | $1,213 | $1,721.92 | $508.92 | 41.96% |
Nathan Edwards IMG Wealth Management, Inc. | 90 | $9,049.75 | $9,648 | $598.25 | 6.61% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 3,186 | $241,349 | $342,877.32 | $101,528.32 | 42.07% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 164 | $15,175.26 | $17,649.68 | $2,474.42 | 16.31% |
Jesper Bonnivier Avanza Fonder AB | 1,287 | $121,269.82 | $138,506.94 | $17,237.12 | 14.21% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 181 | $20,790 | $19,479.22 | -$1,310.78 | -6.3% |