| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 873 | $234,714.77 | $246,412.99 | $11,698.22 | 4.98% |
DAVID REICHERT Atlatl Advisers LLC | 1,675 | $311,767.8 | $472,785.52 | $161,017.72 | 51.65% |
Daphne Bullock Passumpsic Savings Bank | 12,989 | $2.66M | $3.67M | $1M | 37.67% |
| HAS Hayley A. Snell LRI Investments, LLC | 1,445 | $316,669.97 | $407,865.71 | $91,195.74 | 28.8% |
David Millar Gen-Wealth Partners Inc | 1,524 | $156,446.2 | $429,585.12 | $273,138.92 | 174.59% |
Winfried Buchbauer Erste Asset Management GmbH | 2,908 | $565,169.72 | $820,812.11 | $255,642.39 | 45.23% |
| NCG Noah C Goldberg Jain Global LLC | 262,506 | $55.77M | $75.91M | $20.14M | 36.12% |
Beth Steinhaus Breakwater Investment Management | 3 | $807 | $883.05 | $76.05 | 9.42% |
Bruce Barton Parkworth Wealth Management, Inc. | 16 | $2,210.75 | $4,516.16 | $2,305.41 | 104.28% |
Kennedy James Axecap Investments, LLC | 4,008 | $1.08M | $1.13M | $52,184.04 | 4.84% |
Argentarii LLC Argentarii, LLC | 8,716 | $955,300.56 | $2.45M | $1.5M | 156.95% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 6,867 | $1.75M | $1.94M | $185,037.85 | 10.55% |
Neisy Arnez Drucker Wealth 3.0, LLC | 780 | $209,726 | $220,162.81 | $10,436.81 | 4.98% |
Carmen McClennon WR Wealth Planners, LLC | 68 | $4,745.43 | $19,193.68 | $14,448.25 | 304.47% |
Nathan Edwards IMG Wealth Management, Inc. | 55 | $12,805.9 | $15,503.4 | $2,697.5 | 21.06% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 1,002 | $231,230.91 | $282,824.53 | $51,593.62 | 22.31% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 5,514 | $447,668.98 | $1.56M | $1.11M | 247.66% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 2,117 | $255,639.84 | $596,210.71 | $340,570.87 | 133.22% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 1,579 | $215,646.77 | $445,688.56 | $230,041.79 | 106.68% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 166 | $44,631 | $46,855.16 | $2,224.16 | 4.98% |