| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
DAVID REICHERT Atlatl Advisers LLC | 240 | $11,957 | $12,441.6 | $484.6 | 4.05% |
| HAS Hayley A. Snell LRI Investments, LLC | 3,993 | $176,798.44 | $206,997.12 | $30,198.68 | 17.08% |
David Millar Gen-Wealth Partners Inc | 908 | $44,326.73 | $47,088.88 | $2,762.15 | 6.23% |
Lee Larson Everstar Asset Management, LLC | 6,128 | $264,059.64 | $317,675.52 | $53,615.88 | 20.3% |
Joe Banwait RAELIPSKIE PARTNERSHIP | 447 | $20,549 | $23,172.48 | $2,623.48 | 12.77% |
Michael Dziura Westfuller Advisors, LLC | 580 | $27,163.59 | $30,067.2 | $2,903.61 | 10.69% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 58 | $2,666 | $3,079.8 | $413.8 | 15.52% |
Winfried Buchbauer Erste Asset Management GmbH | 10,873 | $480,798.23 | $563,656.32 | $82,858.09 | 17.23% |
| NCG Noah C Goldberg Jain Global LLC | 138,756 | $6.91M | $7.37M | $455,119.32 | 6.58% |
Beth Steinhaus Breakwater Investment Management | 11 | $506 | $578.49 | $72.49 | 14.33% |
Roger Krabbe Bank & Trust Co | 32,403 | $1.32M | $1.68M | $362,846.61 | 27.55% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 5,304 | $210,076.5 | $274,959.36 | $64,882.86 | 30.89% |
Bruce Barton Parkworth Wealth Management, Inc. | 44 | $1,889.71 | $2,280.96 | $391.25 | 20.7% |
Kara Lilian Lynx Investment Advisory | 26,046 | $1.3M | $1.35M | $52,598.64 | 4.05% |
Argentarii LLC Argentarii, LLC | 21,584 | $932,199.18 | $1.14M | $204,630.1 | 21.95% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 5,593 | $258,224.07 | $289,941.12 | $31,717.05 | 12.28% |
Kings Path Partners LLC Kings Path Partners LLC | 31 | $1,441.84 | $1,607.04 | $165.2 | 11.46% |
Neisy Arnez Drucker Wealth 3.0, LLC | 28,412 | $1.11M | $1.47M | $364,334.04 | 32.87% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 65,686 | $3.17M | $3.41M | $237,746.94 | 7.51% |
Carmen McClennon WR Wealth Planners, LLC | 250 | $9,741.85 | $12,960 | $3,218.15 | 33.03% |