| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daphne Bullock Passumpsic Savings Bank | 2,804 | $494,010.88 | $1.07M | $573,864.48 | 116.16% |
| HAS Hayley A. Snell LRI Investments, LLC | 5,963 | $1.96M | $2.27M | $309,535.23 | 15.78% |
Kelly Financial Services LLC Kelly Financial Services LLC | 1,365 | $361,643.45 | $519,846.6 | $158,203.15 | 43.75% |
David Millar Gen-Wealth Partners Inc | 2,505 | $1.05M | $954,004.2 | -$96,104.56 | -9.15% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 9,740 | $2.47M | $3.71M | $1.24M | 50.43% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 1,374 | $406,799.06 | $523,274.16 | $116,475.1 | 28.63% |
Bruce Wheadon Transce3nd, LLC | 141 | $56,929.29 | $53,698.44 | -$3,230.85 | -5.68% |
Jade Eagles WEALTHGARDEN F.S. LLC | 2,472 | $874,748.45 | $941,436.48 | $66,688.03 | 7.62% |
| NI NCP Inc. NCP Inc. | 11,400 | $2M | $4.34M | $2.34M | 116.64% |
Lee Larson Everstar Asset Management, LLC | 1,072 | $311,734.32 | $408,260.48 | $96,526.16 | 30.96% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 1,629 | $663,293.74 | $620,388.36 | -$42,905.38 | -6.47% |
Michael Dziura Westfuller Advisors, LLC | 393 | $176,384.78 | $149,670.12 | -$26,714.66 | -15.15% |
Daniel Andersen Parkshore Wealth Management, Inc. | 8,559 | $3.46M | $3.26M | -$200,367.13 | -5.79% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 2,336 | $903,649.28 | $889,642.24 | -$14,007.04 | -1.55% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 5,912 | $1.04M | $2.25M | $1.21M | 115.74% |
Winfried Buchbauer Erste Asset Management GmbH | 14,883 | $6.84M | $5.67M | -$1.17M | -17.08% |
| NCG Noah C Goldberg Jain Global LLC | 317,921 | $141.39M | $121.08M | -$20.31M | -14.36% |
Robert Phillips Greater Midwest Financial Group, LLC | 626 | $279,200.29 | $238,405.84 | -$40,794.45 | -14.61% |
Nicholas Kynoch Generate Investment Management Ltd | 12,106 | $4.79M | $4.61M | -$181,436.71 | -3.79% |
Beth Steinhaus Breakwater Investment Management | 11 | $4,892.64 | $4,189.24 | -$703.4 | -14.38% |