| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Krause Cascade Financial Partners, LLC | 413 | $270,883 | $226,858.83 | -$44,024.17 | -16.25% |
Janice M. Powell Diversify Advisory Services, LLC | 11,401 | $7.48M | $6.29M | -$1.18M | -15.84% |
David W. Marrazzo Guardian Asset Advisors, LLC | 2,162 | $652,353.81 | $1.17M | $514,672.13 | 78.89% |
Kevyn Hill Hilltop National Bank | 100 | $30,279.17 | $54,286 | $24,006.83 | 79.28% |
Brady Green GGM Financials LLC | 27 | $9,724 | $14,855.13 | $5,131.13 | 52.77% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 17,286 | $5.58M | $9.66M | $4.08M | 73.25% |
Josephine Lee New Insight Wealth Advisors | 6,166 | $2.04M | $3.45M | $1.41M | 68.99% |
Andrew M. Price BRIGHT FINANCIAL ADVISORS, INC. | 578 | $208,433 | $319,963.46 | $111,530.46 | 53.51% |
| HAS Hayley A. Snell LRI Investments, LLC | 546 | $152,268.17 | $305,126.64 | $152,858.47 | 100.39% |
Kelly Financial Services LLC Kelly Financial Services LLC | 366 | $240,129 | $200,670.48 | -$39,458.52 | -16.43% |
David Millar Gen-Wealth Partners Inc | 34 | $12,244 | $18,495.32 | $6,251.32 | 51.06% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 3,769 | $665,877.48 | $2.11M | $1.44M | 216.31% |
Jade Eagles WEALTHGARDEN F.S. LLC | 358 | $137,186.12 | $197,651.8 | $60,465.68 | 44.08% |
Lee Larson Everstar Asset Management, LLC | 492 | $188,632.97 | $269,675.04 | $81,042.07 | 42.96% |
Michael Dziura Westfuller Advisors, LLC | 44 | $14,360 | $23,910.26 | $9,550.26 | 66.51% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 2,198 | $842,714.2 | $1.21M | $365,086.8 | 43.32% |
| NCG Noah C Goldberg Jain Global LLC | 89,894 | $58.96M | $50.24M | -$8.72M | -14.8% |
Robert Phillips Greater Midwest Financial Group, LLC | 2,206 | $396,145.8 | $1.22M | $822,669.2 | 207.67% |
Beth Steinhaus Breakwater Investment Management | 185 | $41,624 | $101,058.1 | $59,434.1 | 142.79% |
Roger Krabbe Bank & Trust Co | 800 | $288,104 | $439,816 | $151,712 | 52.66% |