| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bray Creech Joel Adams & Associates, Inc. | 2,305 | $333,349 | $589,619 | $256,270 | 76.88% |
Andrew Panko Tenon Financial LLC | 1,193 | $303,736.98 | $296,591.73 | -$7,145.25 | -2.35% |
James J. Karabas Embree Financial Group | 23,873 | $3.97M | $6.06M | $2.09M | 52.53% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 3,098 | $569,545.26 | $786,613.18 | $217,067.92 | 38.11% |
Brian Krause Cascade Financial Partners, LLC | 7,564 | $1.22M | $1.92M | $704,179.14 | 57.89% |
Janice M. Powell Diversify Advisory Services, LLC | 94,734 | $24.84M | $24.02M | -$824,010.06 | -3.32% |
Jean-Francois Gonnet Sienna Gestion | 78,424 | $20.5M | $20.1M | -$404,317.24 | -1.97% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 2,515 | $375,607.32 | $636,043.5 | $260,436.18 | 69.34% |
David W. Marrazzo Guardian Asset Advisors, LLC | 5,460 | $914,408.74 | $1.38M | $468,500.06 | 51.24% |
Kevyn Hill Hilltop National Bank | 11,951 | $1.96M | $3.09M | $1.13M | 57.67% |
Taylor Faw Strathmore Capital Advisors, Inc. | 1,225 | $300,574.24 | $313,612.25 | $13,038.01 | 4.34% |
Brady Green GGM Financials LLC | 100 | $18,542 | $25,391 | $6,849 | 36.94% |
Gillian Curran Prospect Financial Group LLC | 2,344 | $347,868.11 | $598,071.6 | $250,203.49 | 71.92% |
Richard Crinion Mediolanum International Funds Ltd | 397,098 | $66.04M | $100.83M | $34.79M | 52.68% |
Daniel Pettway Councilmark Asset Management, LLC | 13,959 | $2.21M | $3.54M | $1.33M | 60.29% |
CLINE REASOR Gratus Wealth Advisors, LLC | 2,853 | $466,035.38 | $730,396.53 | $264,361.15 | 56.73% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 1,937 | $411,703.07 | $497,499.08 | $85,796.01 | 20.84% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1.04M | $197.16M | $262.21M | $65.05M | 33% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 10,479 | $2M | $2.66M | $659,929.01 | 32.98% |
Andrew M. Price BRIGHT FINANCIAL ADVISORS, INC. | 1,052 | $194,992.44 | $268,228.44 | $73,236 | 37.56% |