| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James J. Karabas Embree Financial Group | 14,214 | $2.09M | $2.25M | $164,181.55 | 7.86% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 3,761 | $588,661.42 | $595,591.96 | $6,930.54 | 1.18% |
Brian Krause Cascade Financial Partners, LLC | 2,282 | $359,693.5 | $362,723.9 | $3,030.4 | 0.84% |
Janice M. Powell Diversify Advisory Services, LLC | 27,270 | $4.05M | $4.29M | $243,358.47 | 6.01% |
Jean-Francois Gonnet Sienna Gestion | 132,617 | $21.8M | $21.07M | -$736,437.35 | -3.38% |
Kevyn Hill Hilltop National Bank | 9,372 | $1.57M | $1.49M | -$81,936.45 | -5.22% |
Taylor Faw Strathmore Capital Advisors, Inc. | 1,355 | $200,658 | $216,678.05 | $16,020.05 | 7.98% |
Brady Green GGM Financials LLC | 7,910 | $1.21M | $1.26M | $42,630.05 | 3.51% |
Gillian Curran Prospect Financial Group LLC | 1,561 | $228,905 | $246,310.19 | $17,405.19 | 7.6% |
Richard Crinion Mediolanum International Funds Ltd | 250,538 | $36.26M | $39.68M | $3.42M | 9.43% |
Daniel Pettway Councilmark Asset Management, LLC | 9,600 | $1.56M | $1.51M | -$45,889.7 | -2.95% |
Mitchell Pletcher Concord Investment Counsel Inc. | 1,033 | $163,739.97 | $163,281.14 | -$458.83 | -0.28% |
CLINE REASOR Gratus Wealth Advisors, LLC | 9,603 | $1.41M | $1.53M | $121,373.01 | 8.59% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 2,059 | $311,272.88 | $328,482.56 | $17,209.68 | 5.53% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 424,233 | $65.59M | $66.63M | $1.04M | 1.58% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 58 | $8,505 | $9,180.24 | $675.24 | 7.94% |
Andrew M. Price BRIGHT FINANCIAL ADVISORS, INC. | 2,015 | $338,149.56 | $318,097.97 | -$20,051.59 | -5.93% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 2,799 | $474,318.73 | $439,387.02 | -$34,931.71 | -7.36% |
Adam Stalnaker Rockport Wealth LLC | 2,605 | $415,063.57 | $409,167.35 | -$5,896.22 | -1.42% |
Joe Miller Miller Financial Services LLC | 4,941 | $724,548 | $789,127.11 | $64,579.11 | 8.91% |