| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daphne Bullock Passumpsic Savings Bank | 8,028 | $806,011.4 | $748,851.84 | -$57,159.56 | -7.09% |
| HAS Hayley A. Snell LRI Investments, LLC | 889 | $71,712.27 | $83,023.71 | $11,311.44 | 15.77% |
David Millar Gen-Wealth Partners Inc | 2,000 | $160,340.16 | $186,860 | $26,519.84 | 16.54% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 36,300 | $2.84M | $3.39M | $543,628.16 | 19.13% |
Michael Dziura Westfuller Advisors, LLC | 214 | $15,677.67 | $19,959.78 | $4,282.11 | 27.31% |
Roger Krabbe Bank & Trust Co | 1,477 | $133,506 | $134,259.3 | $753.3 | 0.56% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 2,963 | $267,826 | $276,833.09 | $9,007.09 | 3.36% |
Bruce Barton Parkworth Wealth Management, Inc. | 41 | $3,553.02 | $3,827.55 | $274.53 | 7.73% |
Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 12 | $1,184.87 | $1,121.16 | -$63.71 | -5.38% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 3,729 | $299,163.52 | $348,400.47 | $49,236.95 | 16.46% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 11,275 | $835,825.23 | $1.05M | $217,598.02 | 26.03% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 21,062 | $1.88M | $1.96M | $79,797.82 | 4.24% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 15,777 | $1.2M | $1.47M | $270,407.31 | 22.47% |
Carmen McClennon WR Wealth Planners, LLC | 455 | $37,081.71 | $42,383.25 | $5,301.54 | 14.3% |
Nathan Edwards IMG Wealth Management, Inc. | 14 | $1,096.43 | $1,303.82 | $207.39 | 18.92% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 3,334 | $303,827 | $310,428.74 | $6,601.74 | 2.17% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 599 | $54,348.5 | $55,796.85 | $1,448.35 | 2.66% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 7,009 | $692,611.86 | $652,888.35 | -$39,723.51 | -5.74% |
David Levy Diversified Enterprises LLC | 4,127 | $357,447.09 | $384,430.05 | $26,982.96 | 7.55% |
Matthew Riley Hickory Point Bank & Trust | 2,185 | $197,502 | $204,341.2 | $6,839.2 | 3.46% |