| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HAS Hayley A. Snell LRI Investments, LLC | 959 | $332,305.24 | $326,875.16 | -$5,430.08 | -1.63% |
Kelly Financial Services LLC Kelly Financial Services LLC | 13,945 | $4.87M | $4.75M | -$115,835.99 | -2.38% |
David Millar Gen-Wealth Partners Inc | 6,147 | $2.09M | $2.27M | $177,744.81 | 8.49% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 1,517 | $473,290.99 | $517,069.47 | $43,778.48 | 9.25% |
Michael Dziura Westfuller Advisors, LLC | 89 | $30,018.32 | $30,335.65 | $317.33 | 1.06% |
Winfried Buchbauer Erste Asset Management GmbH | 16,094 | $5.55M | $5.49M | -$66,090.84 | -1.19% |
| NCG Noah C Goldberg Jain Global LLC | 83,156 | $28.53M | $29.86M | $1.33M | 4.65% |
Jay Kasting Landing Point Financial Group, LLC | 1,592 | $562,052.92 | $588,530.54 | $26,477.62 | 4.71% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 77 | $26,175 | $26,245.45 | $70.45 | 0.27% |
Bruce Barton Parkworth Wealth Management, Inc. | 7 | $2,390.29 | $2,385.95 | -$4.34 | -0.18% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 6,212 | $2M | $2.3M | $298,675.8 | 14.95% |
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 1,764 | $569,950.12 | $601,259.42 | $31,309.3 | 5.49% |
Shannon Barnes Kerusso Capital Management LLC | 15,088 | $5.28M | $5.14M | -$134,433.94 | -2.55% |
Argentarii LLC Argentarii, LLC | 1,950 | $661,097.26 | $702,390.02 | $41,292.76 | 6.25% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 2,256 | $714,794.76 | $768,957.62 | $54,162.86 | 7.58% |
Carmen McClennon WR Wealth Planners, LLC | 119 | $43,467.18 | $40,561.15 | -$2,906.03 | -6.69% |
Craig Small Symphony Financial Services, Inc. | 1,203 | $377,634.18 | $410,042.56 | $32,408.38 | 8.58% |
Nathan Edwards IMG Wealth Management, Inc. | 172 | $58,326.25 | $63,584.96 | $5,258.71 | 9.02% |
Eric Schmid Ted Buchan & Co | 895 | $201,169 | $305,060.76 | $103,891.76 | 51.64% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 160,791 | $52.11M | $58.13M | $6.02M | 11.55% |