| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Perissos Private Wealth Management LLC Perissos Private Wealth Management, LLC | 1,294 | $241,823.06 | $331,716.91 | $89,893.85 | 37.17% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 4,049 | $722,436.56 | $1.04M | $315,524.63 | 43.68% |
Kevin Galvin Hopwood Financial Services, Inc. | 4,980 | $737,635.8 | $1.28M | $538,987.25 | 73.07% |
DAVID REICHERT Atlatl Advisers LLC | 1,186 | $221,982.92 | $304,031.11 | $82,048.19 | 36.96% |
Daphne Bullock Passumpsic Savings Bank | 1,880 | $316,194.77 | $481,938.02 | $165,743.25 | 52.42% |
Sara Beth Stanich Stanich Group LLC | 1,332 | $254,026.64 | $341,458.21 | $87,431.57 | 34.42% |
| HAS Hayley A. Snell LRI Investments, LLC | 12,180 | $1.87M | $3.12M | $1.25M | 66.7% |
Kelly Financial Services LLC Kelly Financial Services LLC | 2,882 | $416,816.36 | $738,800.73 | $321,984.37 | 77.25% |
David Millar Gen-Wealth Partners Inc | 12,624 | $2.02M | $3.27M | $1.26M | 62.33% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 8,766 | $1.38M | $2.25M | $866,992.36 | 62.82% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 2,071 | $354,198.42 | $530,900.87 | $176,702.45 | 49.89% |
Jade Eagles WEALTHGARDEN F.S. LLC | 874 | $213,592.01 | $224,049.91 | $10,457.9 | 4.9% |
| NI NCP Inc. NCP Inc. | 2,674 | $460,154.81 | $685,479.93 | $225,325.12 | 48.97% |
Lee Larson Everstar Asset Management, LLC | 2,275 | $334,162.02 | $583,196.27 | $249,034.25 | 74.53% |
Joe Banwait RAELIPSKIE PARTNERSHIP | 12,753 | $2M | $3.27M | $1.27M | 63.24% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 1,902 | $422,803.4 | $487,577.72 | $64,774.32 | 15.32% |
Michael Dziura Westfuller Advisors, LLC | 10,413 | $2.02M | $2.67M | $651,070.66 | 32.26% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 415 | $85,894.48 | $106,385.25 | $20,490.77 | 23.86% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 14,276 | $2.26M | $3.66M | $1.4M | 62.05% |
Winfried Buchbauer Erste Asset Management GmbH | 519,951 | $98.08M | $133.29M | $35.21M | 35.9% |