| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 114 | $44,189.39 | $40,094.94 | -$4,094.45 | -9.27% |
Andrew M. Price BRIGHT FINANCIAL ADVISORS, INC. | 1,240 | $233,295.12 | $447,106.8 | $213,811.68 | 91.65% |
Greyson Gibson JDH Wealth Management, LLC | 1,588 | $628,420.78 | $572,164.34 | -$56,256.44 | -8.95% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 2,590 | $750,734.93 | $939,574.3 | $188,839.37 | 25.15% |
Todd Lunsford International Private Wealth Advisors LLC | 1,685 | $541,571.42 | $614,157.22 | $72,585.8 | 13.4% |
Venkatram Krishnamurthy V2 Financial group LLC | 1,108 | $390,542.48 | $403,954.64 | $13,412.16 | 3.43% |
Adam Stalnaker Rockport Wealth LLC | 925 | $389,055 | $336,200.5 | -$52,854.5 | -13.59% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 3,576 | $932,253.44 | $1.28M | $342,840.92 | 36.78% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 4,065 | $1.18M | $1.47M | $297,400.46 | 25.26% |
DAVID REICHERT Atlatl Advisers LLC | 3,357 | $1.48M | $1.18M | -$296,968.72 | -20.05% |
Daphne Bullock Passumpsic Savings Bank | 2,804 | $494,010.88 | $1.01M | $516,144.14 | 104.48% |
| HAS Hayley A. Snell LRI Investments, LLC | 5,963 | $1.96M | $2.16M | $199,816.03 | 10.19% |
Kelly Financial Services LLC Kelly Financial Services LLC | 1,365 | $361,643.45 | $500,722.95 | $139,079.5 | 38.46% |
David Millar Gen-Wealth Partners Inc | 2,973 | $1.25M | $1.05M | -$198,465.28 | -15.92% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 9,743 | $2.47M | $3.49M | $1.03M | 41.61% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 1,656 | $518,039.89 | $600,200.64 | $82,160.75 | 15.86% |
Bruce Wheadon Transce3nd, LLC | 141 | $56,929.29 | $51,319.77 | -$5,609.52 | -9.85% |
Jade Eagles WEALTHGARDEN F.S. LLC | 3,748 | $1.41M | $1.35M | -$57,564.85 | -4.08% |
| NI NCP Inc. NCP Inc. | 11,400 | $2M | $4.11M | $2.1M | 104.89% |
Lee Larson Everstar Asset Management, LLC | 1,134 | $337,811.5 | $408,003.67 | $70,192.17 | 20.78% |