| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe Miller Miller Financial Services LLC | 3,341 | $208,007.79 | $274,295.77 | $66,287.98 | 31.87% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 15,833 | $1.04M | $1.29M | $255,493.08 | 24.65% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 5,466 | $362,608.08 | $451,600.92 | $88,992.84 | 24.54% |
| HAS Hayley A. Snell LRI Investments, LLC | 49,997 | $3.28M | $4.11M | $827,661.8 | 25.25% |
David Millar Gen-Wealth Partners Inc | 56,252 | $3.69M | $4.61M | $919,140.34 | 24.9% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 26,237 | $1.65M | $2.15M | $500,431.07 | 30.26% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 8,154 | $475,724.64 | $668,383.38 | $192,658.74 | 40.5% |
Bruce Wheadon Transce3nd, LLC | 97 | $6,862.54 | $7,963.69 | $1,101.15 | 16.05% |
| NI NCP Inc. NCP Inc. | 178 | $12,444.14 | $14,613.78 | $2,169.64 | 17.44% |
Lee Larson Everstar Asset Management, LLC | 2,931 | $222,903 | $238,817.88 | $15,914.88 | 7.14% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 3,479 | $223,786.33 | $285,625.55 | $61,839.22 | 27.63% |
Michael Dziura Westfuller Advisors, LLC | 2,008 | $134,576.65 | $163,717.46 | $29,140.81 | 21.65% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 4 | $279.66 | $325.92 | $46.26 | 16.54% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 2,890 | $202,048 | $237,268.71 | $35,220.71 | 17.43% |
Winfried Buchbauer Erste Asset Management GmbH | 669,692 | $47.29M | $54.93M | $7.63M | 16.14% |
Dana Weymouth Painted Porch Advisors LLC | 20,381 | $1.2M | $1.67M | $472,225.89 | 39.32% |
Beth Steinhaus Breakwater Investment Management | 79 | $4,833.23 | $6,522.24 | $1,689.01 | 34.95% |
Jay Kasting Landing Point Financial Group, LLC | 3,987 | $253,509.2 | $327,412.44 | $73,903.24 | 29.15% |
Roger Krabbe Bank & Trust Co | 20,092 | $1.3M | $1.65M | $353,037.73 | 27.23% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 13,635 | $834,189.61 | $1.12M | $285,516.59 | 34.23% |