| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Galvin Hopwood Financial Services, Inc. | 4,549 | $1.32M | $1.68M | $359,118.76 | 27.24% |
DAVID REICHERT Atlatl Advisers LLC | 756 | $253,429.62 | $278,782.56 | $25,352.94 | 10% |
| HAS Hayley A. Snell LRI Investments, LLC | 15,828 | $4.42M | $5.84M | $1.41M | 31.91% |
David Millar Gen-Wealth Partners Inc | 281,762 | $94.45M | $103.9M | $9.45M | 10.01% |
William Howard & Co Financial Advisors Inc. William Howard & Co Financial Advisors Inc | 1,262 | $366,334.65 | $465,375.12 | $99,040.47 | 27.04% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 4,129 | $1.15M | $1.52M | $376,085.79 | 32.8% |
Bruce Wheadon Transce3nd, LLC | 297 | $101,742.56 | $109,521.72 | $7,779.16 | 7.65% |
Jade Eagles WEALTHGARDEN F.S. LLC | 1,462 | $415,203.91 | $539,127.12 | $123,923.21 | 29.85% |
Lee Larson Everstar Asset Management, LLC | 12,240 | $3.74M | $4.51M | $776,503.8 | 20.78% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 2,620 | $703,355.69 | $966,151.2 | $262,795.51 | 37.36% |
Michael Dziura Westfuller Advisors, LLC | 6,272 | $1.64M | $2.31M | $673,566.02 | 41.09% |
Daniel Andersen Parkshore Wealth Management, Inc. | 2,349 | $753,700 | $866,217.24 | $112,517.24 | 14.93% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 992 | $292,220.42 | $365,809.92 | $73,589.5 | 25.18% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 2,256 | $589,218.46 | $831,922.56 | $242,704.1 | 41.19% |
Dana Weymouth Painted Porch Advisors LLC | 2,096 | $579,596.58 | $772,920.96 | $193,324.38 | 33.35% |
Beth Steinhaus Breakwater Investment Management | 117,486 | $30.64M | $43.32M | $12.69M | 41.42% |
Roger Krabbe Bank & Trust Co | 21 | $5,618 | $7,743.96 | $2,125.96 | 37.84% |
Wesley W. Melbrod M Wealth Management, LLC | 1,255 | $364,216.23 | $462,793.8 | $98,577.57 | 27.07% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 1,227 | $355,964.04 | $452,468.52 | $96,504.48 | 27.11% |
Bruce Barton Parkworth Wealth Management, Inc. | 9,451 | $2.73M | $3.49M | $751,593.09 | 27.5% |