| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 5,217 | $224,079.36 | $246,138.06 | $22,058.7 | 9.84% |
DAVID REICHERT Atlatl Advisers LLC | 240 | $11,957 | $11,295.6 | -$661.4 | -5.53% |
| HAS Hayley A. Snell LRI Investments, LLC | 3,993 | $176,798.44 | $185,954.01 | $9,155.57 | 5.18% |
David Millar Gen-Wealth Partners Inc | 908 | $44,326.73 | $42,934.78 | -$1,391.95 | -3.14% |
Lee Larson Everstar Asset Management, LLC | 6,063 | $261,265.29 | $289,356.67 | $28,091.38 | 10.75% |
Joe Banwait RAELIPSKIE PARTNERSHIP | 200 | $9,194.18 | $9,443 | $248.82 | 2.71% |
Michael Dziura Westfuller Advisors, LLC | 580 | $27,163.59 | $27,413.7 | $250.11 | 0.92% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 58 | $2,666 | $2,733.25 | $67.25 | 2.52% |
Winfried Buchbauer Erste Asset Management GmbH | 10,873 | $480,798.23 | $514,184.17 | $33,385.94 | 6.94% |
| NCG Noah C Goldberg Jain Global LLC | 138,756 | $6.91M | $6.46M | -$450,957.08 | -6.52% |
Beth Steinhaus Breakwater Investment Management | 11 | $506 | $520.19 | $14.19 | 2.8% |
Roger Krabbe Bank & Trust Co | 33,055 | $1.35M | $1.56M | $210,934.9 | 15.66% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 5,319 | $210,823.8 | $253,476.94 | $42,653.14 | 20.23% |
Bruce Barton Parkworth Wealth Management, Inc. | 44 | $1,889.71 | $2,040.06 | $150.35 | 7.96% |
Kara Lilian Lynx Investment Advisory | 26,046 | $1.3M | $1.23M | -$64,087.44 | -4.94% |
Argentarii LLC Argentarii, LLC | 21,584 | $932,199.18 | $1.03M | $93,688.34 | 10.05% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 5,593 | $258,224.07 | $260,521.94 | $2,297.87 | 0.89% |
Kings Path Partners LLC Kings Path Partners LLC | 31 | $1,441.84 | $1,460.56 | $18.72 | 1.3% |
Neisy Arnez Drucker Wealth 3.0, LLC | 28,412 | $1.11M | $1.34M | $230,655.58 | 20.81% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 65,686 | $3.17M | $3.1M | -$66,050.81 | -2.09% |