| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 19,419 | $547,828.18 | $454,404.6 | -$93,423.58 | -17.05% |
Todd Lunsford International Private Wealth Advisors LLC | 15,749 | $353,713.94 | $372,070.12 | $18,356.18 | 5.19% |
Venkatram Krishnamurthy V2 Financial group LLC | 21,009 | $345,018.61 | $497,493.12 | $152,474.51 | 44.19% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 13,547 | $259,306.87 | $320,047.87 | $60,741 | 23.42% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 11,136 | $212,286.58 | $260,582.4 | $48,295.82 | 22.75% |
DAVID REICHERT Atlatl Advisers LLC | 3,032 | $62,762 | $71,464.24 | $8,702.24 | 13.87% |
Daphne Bullock Passumpsic Savings Bank | 21,371 | $415,387.42 | $502,325.35 | $86,937.93 | 20.93% |
| HAS Hayley A. Snell LRI Investments, LLC | 19,480 | $433,059.19 | $457,780 | $24,720.81 | 5.71% |
Kelly Financial Services LLC Kelly Financial Services LLC | 13,891 | $392,987 | $329,147.24 | -$63,839.76 | -16.24% |
David Millar Gen-Wealth Partners Inc | 13,047 | $357,734.07 | $307,648.26 | -$50,085.81 | -14% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 83,089 | $1.93M | $1.97M | $37,433.62 | 1.94% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 12,126 | $307,511.18 | $284,961 | -$22,550.18 | -7.33% |
Bruce Wheadon Transce3nd, LLC | 94 | $2,718.7 | $2,220.75 | -$497.95 | -18.32% |
| NI NCP Inc. NCP Inc. | 1,250 | $31,049.98 | $29,418.75 | -$1,631.23 | -5.25% |
Joe Banwait RAELIPSKIE PARTNERSHIP | 1,211 | $20,320.42 | $28,676.48 | $8,356.06 | 41.12% |
Michael Dziura Westfuller Advisors, LLC | 9,362 | $269,593.58 | $220,615.53 | -$48,978.05 | -18.17% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 184 | $5,234.35 | $4,349.43 | -$884.92 | -16.91% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 44,038 | $950,280.96 | $1.04M | $92,538.88 | 9.74% |
Winfried Buchbauer Erste Asset Management GmbH | 446,561 | $12.8M | $10.54M | -$2.26M | -17.64% |
Beth Steinhaus Breakwater Investment Management | 43 | $1,049.26 | $1,015.66 | -$33.6 | -3.2% |