| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bruce Wheadon Transce3nd, LLC | 104 | $8,327.83 | $8,990.8 | $662.97 | 7.96% |
| NI NCP Inc. NCP Inc. | 602 | $56,106 | $52,042.9 | -$4,063.1 | -7.24% |
Joe Banwait RAELIPSKIE PARTNERSHIP | 5,070 | $249,545.4 | $438,301.5 | $188,756.1 | 75.64% |
Michael Dziura Westfuller Advisors, LLC | 769 | $62,118.67 | $66,480.05 | $4,361.38 | 7.02% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 3,090 | $287,987.83 | $267,130.5 | -$20,857.33 | -7.24% |
Winfried Buchbauer Erste Asset Management GmbH | 25,449 | $2.26M | $2.2M | -$58,854.03 | -2.61% |
| NCG Noah C Goldberg Jain Global LLC | 210,921 | $16.8M | $18.23M | $1.43M | 8.52% |
Beth Steinhaus Breakwater Investment Management | 172 | $11,210.63 | $15,337.24 | $4,126.61 | 36.81% |
Jay Kasting Landing Point Financial Group, LLC | 4,087 | $342,605.28 | $364,437.79 | $21,832.51 | 6.37% |
Roger Krabbe Bank & Trust Co | 2,037 | $120,977 | $176,098.65 | $55,121.65 | 45.56% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 4,100 | $237,356.7 | $354,445 | $117,088.3 | 49.33% |
Bruce Barton Parkworth Wealth Management, Inc. | 82 | $6,243.98 | $7,088.9 | $844.92 | 13.53% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 7,265 | $510,291.18 | $647,820.05 | $137,528.87 | 26.95% |
Richard Mueller ADAPT Investment Managers SA | 56,002 | $4.46M | $4.84M | $383,053.5 | 8.59% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 58,391 | $4.22M | $5.05M | $824,763.72 | 19.53% |
Kings Path Partners LLC Kings Path Partners LLC | 14 | $1,173.48 | $1,210.3 | $36.82 | 3.14% |
Kelly Dixon Cannon Financial Strategists, Inc. | 3,600 | $297,504 | $314,046 | $16,542 | 5.56% |
Neisy Arnez Drucker Wealth 3.0, LLC | 25,755 | $1.53M | $2.23M | $701,490.64 | 46% |
Andrew Bowers BridgePort Financial Solutions, LLC | 5,663 | $481,251.26 | $489,566.35 | $8,315.09 | 1.73% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 15,681 | $1.05M | $1.36M | $302,530.09 | 28.73% |