| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard Crinion Mediolanum International Funds Ltd | 86,191 | $8.16M | $9.03M | $871,441.47 | 10.68% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 68,098 | $6.76M | $7.08M | $316,704.35 | 4.68% |
Adam Stalnaker Rockport Wealth LLC | 1,841 | $206,855 | $190,838.06 | -$16,016.94 | -7.74% |
| HAS Hayley A. Snell LRI Investments, LLC | 222 | $14,626.71 | $23,079.12 | $8,452.41 | 57.79% |
David Millar Gen-Wealth Partners Inc | 521 | $27,946.28 | $54,684.16 | $26,737.88 | 95.68% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 22,154 | $1.53M | $2.3M | $773,425.53 | 50.56% |
Michael Dziura Westfuller Advisors, LLC | 40 | $4,621 | $4,197.2 | -$423.8 | -9.17% |
Roger Krabbe Bank & Trust Co | 1,590 | $87,279.9 | $167,045.4 | $79,765.5 | 91.39% |
Bruce Barton Parkworth Wealth Management, Inc. | 6 | $455 | $622.2 | $167.2 | 36.75% |
Argentarii LLC Argentarii, LLC | 3,079 | $234,566.72 | $324,434.23 | $89,867.51 | 38.31% |
Neisy Arnez Drucker Wealth 3.0, LLC | 16,145 | $1.38M | $1.7M | $317,318.46 | 22.99% |
Carmen McClennon WR Wealth Planners, LLC | 16 | $1,213 | $1,658.96 | $445.96 | 36.77% |
Nathan Edwards IMG Wealth Management, Inc. | 90 | $9,049.75 | $9,442.8 | $393.05 | 4.34% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 3,186 | $241,349 | $330,674.94 | $89,325.94 | 37.01% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 2,016 | $231,558 | $211,861.44 | -$19,696.56 | -8.51% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 164 | $15,175.26 | $17,235.58 | $2,060.32 | 13.58% |
Jesper Bonnivier Avanza Fonder AB | 9,470 | $933,514.23 | $992,550.7 | $59,036.47 | 6.32% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 181 | $20,790 | $18,959.75 | -$1,830.25 | -8.8% |
Taryn Anderson YANKCOM Partnership | 558 | $42,706.32 | $58,009.68 | $15,303.36 | 35.83% |
David Levy Diversified Enterprises LLC | 4,563 | $397,769.39 | $478,521.81 | $80,752.42 | 20.3% |