| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HAS Hayley A. Snell LRI Investments, LLC | 795 | $400,742.78 | $431,271.58 | $30,528.8 | 7.62% |
Michael Dziura Westfuller Advisors, LLC | 30 | $18,504.19 | $16,274.4 | -$2,229.79 | -12.05% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 203 | $138,494.9 | $118,931.61 | -$19,563.29 | -14.13% |
Winfried Buchbauer Erste Asset Management GmbH | 14,816 | $8.2M | $8.04M | -$166,481.8 | -2.03% |
| NCG Noah C Goldberg Jain Global LLC | 4,023 | $2.21M | $2.36M | $146,484.52 | 6.63% |
Jay Kasting Landing Point Financial Group, LLC | 1,669 | $802,252.01 | $930,417.38 | $128,165.37 | 15.98% |
Roger Krabbe Bank & Trust Co | 51 | $22,233.61 | $27,666.48 | $5,432.87 | 24.44% |
Bruce Barton Parkworth Wealth Management, Inc. | 1 | $500 | $542.48 | $42.48 | 8.5% |
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 19 | $9,677 | $10,307.12 | $630.12 | 6.51% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 2,071 | $1.14M | $1.12M | -$19,468.19 | -1.7% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 1,318 | $618,213.94 | $714,988.61 | $96,774.67 | 15.65% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 4,201 | $2.14M | $2.28M | $139,475.4 | 6.52% |
Neisy Arnez Drucker Wealth 3.0, LLC | 585 | $307,660.23 | $317,350.79 | $9,690.56 | 3.15% |
Carmen McClennon WR Wealth Planners, LLC | 20 | $9,573 | $10,849.6 | $1,276.6 | 13.34% |
Nathan Edwards IMG Wealth Management, Inc. | 337 | $190,149.3 | $192,598.87 | $2,449.57 | 1.29% |
David A Rozenson Fairscale Capital, LLC | 5 | $2,175.88 | $2,857.55 | $681.67 | 31.33% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 808 | $365,412.48 | $438,323.82 | $72,911.34 | 19.95% |
David Van Overeem RMR Capital Management, LLC | 399 | $243,119 | $216,449.51 | -$26,669.49 | -10.97% |
Chad Warrick Summit Wealth Partners, LLC | 690 | $308,419.38 | $374,311.19 | $65,891.81 | 21.36% |
Samantha Cox Capital Investment Counsel, LLC | 16,315 | $7.73M | $8.85M | $1.12M | 14.43% |