| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 15,815 | $954,875.26 | $991,284.2 | $36,408.94 | 3.81% |
Todd Lunsford International Private Wealth Advisors LLC | 6,724 | $492,836.15 | $429,058.44 | -$63,777.71 | -12.94% |
| HAS Hayley A. Snell LRI Investments, LLC | 2,217 | $114,854.89 | $138,961.56 | $24,106.67 | 20.99% |
Michael Dziura Westfuller Advisors, LLC | 1,214 | $60,132.7 | $77,568.53 | $17,435.83 | 29% |
| NCG Noah C Goldberg Jain Global LLC | 11,946 | $628,957 | $748,775.28 | $119,818.28 | 19.05% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 10,490 | $854,703.14 | $669,786.5 | -$184,916.64 | -21.64% |
Bruce Barton Parkworth Wealth Management, Inc. | 1 | $74.33 | $62.38 | -$11.95 | -16.08% |
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 163 | $8,582 | $10,447.48 | $1,865.48 | 21.74% |
Carmen McClennon WR Wealth Planners, LLC | 1,175 | $95,093.07 | $73,402.25 | -$21,690.82 | -22.81% |
Nathan Edwards IMG Wealth Management, Inc. | 1 | $81 | $63.97 | -$17.03 | -21.02% |
David A Rozenson Fairscale Capital, LLC | 205 | $20,041 | $13,114.87 | -$6,926.13 | -34.56% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 4,057 | $275,952.27 | $254,252.19 | -$21,700.08 | -7.86% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 2,851 | $208,635 | $178,501.11 | -$30,133.89 | -14.44% |
Laurel Steward Mattson Financial Services, LLC | 19,375 | $838,937.69 | $1.23M | $388,856.06 | 46.35% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 74 | $5,322.98 | $4,740.07 | -$582.91 | -10.95% |
Gregory A. Brown Brown Financial Advisors | 7,929 | $343,326.02 | $504,680.85 | $161,354.83 | 47% |
Matthew Riley Hickory Point Bank & Trust | 39 | $3,142 | $2,489.76 | -$652.24 | -20.76% |
Seneschal Advisors LLC Seneschal Advisors LLC | 7 | $508.43 | $447.82 | -$60.61 | -11.92% |
Curtis Harrell Tounjian Advisory Partners LLC | 40 | $1,732.01 | $2,559.6 | $827.59 | 47.78% |
Bryan Buchert Kera Capital Partners Inc. | 3,856 | $299,614.71 | $246,668.32 | -$52,946.39 | -17.67% |