| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevyn Hill Hilltop National Bank | 43,033 | $5.19M | $5.77M | $578,548.11 | 11.15% |
Brady Green GGM Financials LLC | 15 | $1,936.04 | $2,024.7 | $88.66 | 4.58% |
Mitchell Pletcher Concord Investment Counsel Inc. | 515 | $75,401.15 | $69,900.95 | -$5,500.2 | -7.29% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 6,703 | $981,426 | $910,535.52 | -$70,890.48 | -7.22% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 100 | $5,403.6 | $13,743 | $8,339.4 | 154.33% |
Daphne Bullock Passumpsic Savings Bank | 14,289 | $1.67M | $1.95M | $271,081.62 | 16.19% |
| HAS Hayley A. Snell LRI Investments, LLC | 2,350 | $258,383 | $322,960.5 | $64,577.5 | 24.99% |
David Millar Gen-Wealth Partners Inc | 1,942 | $222,594.18 | $260,218.29 | $37,624.11 | 16.9% |
Daniel Andersen Parkshore Wealth Management, Inc. | 1,761 | $223,248.79 | $239,918.64 | $16,669.85 | 7.47% |
Roger Krabbe Bank & Trust Co | 134 | $18,350 | $18,075.26 | -$274.74 | -1.5% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 4,844 | $614,402.82 | $654,830.81 | $40,427.99 | 6.58% |
David Graham American Family Investments, Inc. | 723,817 | $86.57M | $96.99M | $10.42M | 12.03% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 2,509 | $334,753.86 | $341,675.62 | $6,921.76 | 2.07% |
Andrew Bowers BridgePort Financial Solutions, LLC | 1,382 | $202,339 | $185,927.37 | -$16,411.63 | -8.11% |
Carmen McClennon WR Wealth Planners, LLC | 18 | $2,111 | $2,451.78 | $340.78 | 16.14% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 3,139 | $328,767.99 | $431,950.57 | $103,182.58 | 31.38% |
Samantha Cox Capital Investment Counsel, LLC | 2,237 | $311,046.74 | $300,954.79 | -$10,091.95 | -3.24% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 28,562 | $3.69M | $3.89M | $202,127.57 | 5.48% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 2,864 | $372,929.44 | $382,902.48 | $9,973.04 | 2.67% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 2,207 | $305,028.2 | $300,394.77 | -$4,633.43 | -1.52% |