| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 27,679 | $745,454.52 | $815,423.34 | $69,968.82 | 9.39% |
James J. Karabas Embree Financial Group | 13,751 | $380,791.55 | $406,617.07 | $25,825.52 | 6.78% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 18,646 | $500,052.22 | $550,802.84 | $50,750.62 | 10.15% |
Brian Krause Cascade Financial Partners, LLC | 26,601 | $735,910.11 | $786,724.57 | $50,814.46 | 6.9% |
Janice M. Powell Diversify Advisory Services, LLC | 117,466 | $2.91M | $3.48M | $566,664.18 | 19.46% |
David W. Marrazzo Guardian Asset Advisors, LLC | 11,468 | $320,954.72 | $339,223.44 | $18,268.72 | 5.69% |
Kevyn Hill Hilltop National Bank | 22,133 | $592,291.6 | $653,698.15 | $61,406.55 | 10.37% |
Brady Green GGM Financials LLC | 870 | $22,177 | $25,721.55 | $3,544.55 | 15.98% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 43,893 | $1.2M | $1.3M | $100,288.63 | 8.36% |
Richard Crinion Mediolanum International Funds Ltd | 720,894 | $20.02M | $21.31M | $1.29M | 6.46% |
CLINE REASOR Gratus Wealth Advisors, LLC | 14,457 | $407,675.4 | $427,059.78 | $19,384.38 | 4.75% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 3.41M | $94.81M | $100.52M | $5.7M | 6.02% |
Josephine Lee New Insight Wealth Advisors | 150,050 | $3.76M | $4.42M | $653,287.3 | 17.36% |
Todd Lunsford International Private Wealth Advisors LLC | 21,162 | $558,144.14 | $625,019.67 | $66,875.53 | 11.98% |
Venkatram Krishnamurthy V2 Financial group LLC | 29,665 | $881,200.75 | $878,825.62 | -$2,375.13 | -0.27% |
Joe Miller Miller Financial Services LLC | 17,891 | $470,900.63 | $528,500.14 | $57,599.51 | 12.23% |
Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO | 8,750 | $221,725 | $258,475 | $36,750 | 16.57% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 10,042 | $253,639.48 | $297,142.78 | $43,503.3 | 17.15% |
DAVID REICHERT Atlatl Advisers LLC | 164 | $3,949 | $4,835.54 | $886.54 | 22.45% |
Daphne Bullock Passumpsic Savings Bank | 24,827 | $690,934.02 | $734,879.2 | $43,945.18 | 6.36% |