| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Greyson Gibson JDH Wealth Management, LLC | 1,068 | $229,719.99 | $273,397.32 | $43,677.33 | 19.01% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 3,782 | $843,057.56 | $960,136.34 | $117,078.78 | 13.89% |
Venkatram Krishnamurthy V2 Financial group LLC | 2,612 | $427,091.6 | $661,567.36 | $234,475.76 | 54.9% |
Adam Stalnaker Rockport Wealth LLC | 3,579 | $592,904.52 | $907,831.24 | $314,926.72 | 53.12% |
Joe Miller Miller Financial Services LLC | 1,699 | $245,682.24 | $434,060.52 | $188,378.28 | 76.68% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 108,989 | $17.69M | $27.67M | $9.98M | 56.4% |
Perissos Private Wealth Management LLC Perissos Private Wealth Management, LLC | 1,217 | $227,545.1 | $308,777.24 | $81,232.14 | 35.7% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 4,505 | $844,316.24 | $1.14M | $300,133.96 | 35.55% |
Kevin Galvin Hopwood Financial Services, Inc. | 4,980 | $737,635.8 | $1.26M | $521,806.2 | 70.74% |
DAVID REICHERT Atlatl Advisers LLC | 1,186 | $221,982.92 | $301,137.26 | $79,154.34 | 35.66% |
Daphne Bullock Passumpsic Savings Bank | 1,880 | $316,194.77 | $476,091.2 | $159,896.43 | 50.57% |
Sara Beth Stanich Stanich Group LLC | 1,332 | $254,026.64 | $342,044.28 | $88,017.64 | 34.65% |
| HAS Hayley A. Snell LRI Investments, LLC | 12,180 | $1.87M | $3.08M | $1.21M | 64.7% |
Kelly Financial Services LLC Kelly Financial Services LLC | 2,882 | $416,816.36 | $737,820.82 | $321,004.46 | 77.01% |
David Millar Gen-Wealth Partners Inc | 12,624 | $2.02M | $3.28M | $1.26M | 62.52% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 8,849 | $1.4M | $2.2M | $797,803.86 | 56.9% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 2,136 | $371,406.5 | $541,006.08 | $169,599.58 | 45.66% |
Jade Eagles WEALTHGARDEN F.S. LLC | 874 | $213,592.01 | $224,425.72 | $10,833.71 | 5.07% |
| NI NCP Inc. NCP Inc. | 2,674 | $460,154.81 | $678,447.28 | $218,292.47 | 47.44% |
Lee Larson Everstar Asset Management, LLC | 2,244 | $329,679.09 | $557,880.84 | $228,201.75 | 69.22% |