| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 156 | $2,496 | $3,118.44 | $622.44 | 24.94% |
Kevyn Hill Hilltop National Bank | 1,595 | $25,903.84 | $31,876.07 | $5,972.23 | 23.06% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 118,730 | $2.27M | $2.37M | $96,832.63 | 4.26% |
Todd Lunsford International Private Wealth Advisors LLC | 13,840 | $229,575.58 | $280,882.8 | $51,307.22 | 22.35% |
| HAS Hayley A. Snell LRI Investments, LLC | 30,497 | $482,888.52 | $608,110.18 | $125,221.66 | 25.93% |
Michael Dziura Westfuller Advisors, LLC | 679 | $12,694.07 | $13,556.23 | $862.16 | 6.79% |
Roger Krabbe Bank & Trust Co | 68,575 | $992,437.08 | $1.37M | $381,120.17 | 38.4% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 9,980 | $205,986.88 | $202,394.4 | -$3,592.48 | -1.74% |
Bruce Barton Parkworth Wealth Management, Inc. | 20 | $336 | $397.7 | $61.7 | 18.36% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 12,000 | $240,600 | $239,400 | -$1,200 | -0.5% |
Neisy Arnez Drucker Wealth 3.0, LLC | 50,293 | $938,178.92 | $1.01M | $69,692.8 | 7.43% |
Carmen McClennon WR Wealth Planners, LLC | 618 | $9,794.53 | $12,403.26 | $2,608.73 | 26.63% |
Nathan Edwards IMG Wealth Management, Inc. | 298 | $5,470.34 | $5,968.94 | $498.6 | 9.11% |
Laurel Steward Mattson Financial Services, LLC | 72,988 | $1.46M | $1.47M | $10,440.67 | 0.72% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 2,192 | $44,124.07 | $43,785.2 | -$338.87 | -0.77% |
Jesper Bonnivier Avanza Fonder AB | 97,055 | $1.79M | $1.93M | $145,607.66 | 8.14% |
Gregory A. Brown Brown Financial Advisors | 33,542 | $689,968.91 | $679,225.5 | -$10,743.41 | -1.56% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 2,000 | $46,100 | $39,850 | -$6,250 | -13.56% |
David Levy Diversified Enterprises LLC | 16,071 | $370,437 | $321,098.58 | -$49,338.42 | -13.32% |
Seneschal Advisors LLC Seneschal Advisors LLC | 21 | $393 | $420.63 | $27.63 | 7.03% |