| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevyn Hill Hilltop National Bank | 100 | $30,279.17 | $55,653 | $25,373.83 | 83.8% |
Brady Green GGM Financials LLC | 27 | $9,724 | $15,026.31 | $5,302.31 | 54.53% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 20,314 | $6.11M | $11.31M | $5.2M | 85.17% |
Josephine Lee New Insight Wealth Advisors | 4,854 | $1.18M | $2.7M | $1.52M | 129.22% |
Andrew M. Price BRIGHT FINANCIAL ADVISORS, INC. | 578 | $208,433 | $321,674.36 | $113,241.36 | 54.33% |
| HAS Hayley A. Snell LRI Investments, LLC | 546 | $152,268.17 | $303,865.4 | $151,597.23 | 99.56% |
Kelly Financial Services LLC Kelly Financial Services LLC | 366 | $240,129 | $203,689.99 | -$36,439.01 | -15.17% |
David Millar Gen-Wealth Partners Inc | 34 | $12,244 | $18,922.02 | $6,678.02 | 54.54% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 9 | $5,903 | $5,008.77 | -$894.23 | -15.15% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 3,794 | $670,249.23 | $2.11M | $1.44M | 215.03% |
Jade Eagles WEALTHGARDEN F.S. LLC | 834 | $319,590 | $464,146.05 | $144,556.05 | 45.23% |
Lee Larson Everstar Asset Management, LLC | 572 | $219,305 | $318,335.18 | $99,030.18 | 45.16% |
Michael Dziura Westfuller Advisors, LLC | 44 | $14,360 | $24,487.32 | $10,127.32 | 70.52% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 2,200 | $843,481 | $1.22M | $380,885.07 | 45.16% |
Robert Phillips Greater Midwest Financial Group, LLC | 2,305 | $413,457.89 | $1.28M | $869,343.83 | 210.26% |
Beth Steinhaus Breakwater Investment Management | 185 | $41,624 | $102,958.06 | $61,334.06 | 147.35% |
Roger Krabbe Bank & Trust Co | 800 | $288,104 | $445,224.02 | $157,120.02 | 54.54% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 1,041 | $380,550.2 | $579,347.76 | $198,797.56 | 52.24% |
| LSJ Laddi Singh Jhuty NRI Wealth Management LC | 14,903 | $4.9M | $8.29M | $3.4M | 69.43% |
Kennedy James Axecap Investments, LLC | 1,113 | $299,374.96 | $619,417.92 | $320,042.96 | 106.9% |