| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James J. Karabas Embree Financial Group | 3,027 | $474,431.27 | $633,808.39 | $159,377.12 | 33.59% |
Brian Krause Cascade Financial Partners, LLC | 4,733 | $747,873.8 | $992,510.1 | $244,636.3 | 32.71% |
Janice M. Powell Diversify Advisory Services, LLC | 9,114 | $2.02M | $1.91M | -$112,079.96 | -5.54% |
Brady Green GGM Financials LLC | 3 | $568.74 | $628.57 | $59.83 | 10.52% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 1,618 | $357,902 | $341,673.06 | -$16,228.94 | -4.53% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,089 | $163,227.15 | $229,278.06 | $66,050.91 | 40.47% |
Venkatram Krishnamurthy V2 Financial group LLC | 1,100 | $208,549 | $231,593.99 | $23,044.99 | 11.05% |
| HAS Hayley A. Snell LRI Investments, LLC | 678 | $105,971.04 | $142,746.12 | $36,775.08 | 34.7% |
David Millar Gen-Wealth Partners Inc | 91 | $14,356 | $18,985.33 | $4,629.33 | 32.25% |
Beth Steinhaus Breakwater Investment Management | 31 | $4,681 | $6,472.8 | $1,791.8 | 38.28% |
Bruce Barton Parkworth Wealth Management, Inc. | 498 | $81,803.77 | $104,739.36 | $22,935.59 | 28.04% |
Grant Carroll Strategic Financial Partners, Ltd. | 23,822 | $5.27M | $5M | -$268,950.38 | -5.1% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 3,023 | $471,334.35 | $638,457.6 | $167,123.25 | 35.46% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 9,114 | $1.83M | $1.91M | $84,989.51 | 4.65% |
Kings Path Partners LLC Kings Path Partners LLC | 85 | $12,945.8 | $17,772.65 | $4,826.85 | 37.29% |
Kelly Dixon Cannon Financial Strategists, Inc. | 1,265 | $223,765.84 | $268,154.7 | $44,388.86 | 19.84% |
David Archibald Squire Investment Management Company, LLC | 10,189 | $1.64M | $2.14M | $495,124.01 | 30.12% |
Andrew Bowers BridgePort Financial Solutions, LLC | 2,016 | $321,874.19 | $424,105.92 | $102,231.73 | 31.76% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 3,225 | $491,168 | $673,218.75 | $182,050.75 | 37.06% |
Teresa Coleman Creekside Partners | 2,749 | $419,511.47 | $580,300.15 | $160,788.68 | 38.33% |