| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daphne Bullock Passumpsic Savings Bank | 3,620 | $572,453.38 | $734,099.76 | $161,646.38 | 28.24% |
David Millar Gen-Wealth Partners Inc | 1,322 | $206,463.48 | $268,366 | $61,902.52 | 29.98% |
Beth Steinhaus Breakwater Investment Management | 135 | $21,603.89 | $27,382.05 | $5,778.16 | 26.75% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 432 | $69,926.54 | $87,696 | $17,769.46 | 25.41% |
Bruce Barton Parkworth Wealth Management, Inc. | 472 | $76,345.68 | $95,745.2 | $19,399.52 | 25.41% |
Brandt Sakakeeny Rockingstone Advisors LLC | 6,060 | $898,156.29 | $1.23M | $330,932.91 | 36.85% |
Dodd Disler Sagace Wealth Management LLC | 15,037 | $2.45M | $3.05M | $600,538.66 | 24.49% |
Grant Carroll Strategic Financial Partners, Ltd. | 3,977 | $499,889.57 | $807,331 | $307,441.43 | 61.5% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 2,950 | $565,859 | $598,171.5 | $32,312.5 | 5.71% |
David Archibald Squire Investment Management Company, LLC | 6,615 | $1.03M | $1.34M | $308,590.76 | 29.84% |
Neisy Arnez Drucker Wealth 3.0, LLC | 29,665 | $5.01M | $6.02M | $1M | 20.02% |
Carmen McClennon WR Wealth Planners, LLC | 2,339 | $323,641.64 | $474,980.75 | $151,339.11 | 46.76% |
Matthew Richmond Richmond Investment Services, LLC | 3,663 | $597,340.81 | $743,039.55 | $145,698.74 | 24.39% |
David A Rozenson Fairscale Capital, LLC | 3,230 | $510,271.8 | $654,947.1 | $144,675.3 | 28.35% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 2,298 | $345,688 | $466,080.36 | $120,392.36 | 34.83% |
Rana Choubah Meridian Financial Advisors, LLC | 4,226 | $606,712.46 | $856,906.02 | $250,193.56 | 41.24% |
David Van Overeem RMR Capital Management, LLC | 12,798 | $1.94M | $2.6M | $657,331.29 | 33.92% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 11,175 | $1.8M | $2.27M | $462,529.75 | 25.65% |
Greg Reidy Granite FO LLC | 11,985 | $1.62M | $2.42M | $795,196.71 | 48.99% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 16 | $2,588 | $3,249.12 | $661.12 | 25.55% |