| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 3,288 | $610,511.85 | $1.18M | $573,398.33 | 93.92% |
DAVID REICHERT Atlatl Advisers LLC | 1,371 | $371,030.82 | $493,655.98 | $122,625.16 | 33.05% |
Daphne Bullock Passumpsic Savings Bank | 24,990 | $3.52M | $9M | $5.48M | 155.75% |
| HAS Hayley A. Snell LRI Investments, LLC | 2,550 | $460,100.95 | $918,178.52 | $458,077.57 | 99.56% |
Kelly Financial Services LLC Kelly Financial Services LLC | 539 | $201,312 | $194,077.73 | -$7,234.27 | -3.59% |
David Millar Gen-Wealth Partners Inc | 531 | $83,147.3 | $196,496.54 | $113,349.24 | 136.32% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 4,820 | $747,113.77 | $1.74M | $988,423.66 | 132.3% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 3,918 | $740,066.61 | $1.41M | $670,687.68 | 90.63% |
| NI NCP Inc. NCP Inc. | 2,330 | $342,920.93 | $840,291.2 | $497,370.27 | 145.04% |
Joe Banwait RAELIPSKIE PARTNERSHIP | 4,403 | $842,066.42 | $1.59M | $743,321.82 | 88.27% |
Michael Dziura Westfuller Advisors, LLC | 26 | $7,879 | $9,361.82 | $1,482.82 | 18.82% |
Daniel Andersen Parkshore Wealth Management, Inc. | 1,135 | $191,236.05 | $420,006.74 | $228,770.69 | 119.63% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 52 | $16,021.44 | $19,155.76 | $3,134.32 | 19.56% |
Winfried Buchbauer Erste Asset Management GmbH | 37,903 | $11.13M | $13.65M | $2.52M | 22.63% |
Dana Weymouth Painted Porch Advisors LLC | 608 | $227,228 | $218,922.56 | -$8,305.44 | -3.66% |
Robert Phillips Greater Midwest Financial Group, LLC | 806 | $207,723.92 | $290,216.43 | $82,492.51 | 39.71% |
Beth Steinhaus Breakwater Investment Management | 8 | $2,699 | $2,996.4 | $297.4 | 11.02% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 929 | $241,957.27 | $334,505.04 | $92,547.77 | 38.25% |
Bruce Barton Parkworth Wealth Management, Inc. | 206 | $36,028.11 | $74,174.42 | $38,146.31 | 105.88% |
Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 178 | $31,666.39 | $64,092.46 | $32,426.07 | 102.4% |