| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 11,538 | $897,570.28 | $1.36M | $464,606 | 51.76% |
Kevin Galvin Hopwood Financial Services, Inc. | 3,036 | $273,970.03 | $358,779.3 | $84,809.27 | 30.96% |
DAVID REICHERT Atlatl Advisers LLC | 1,440 | $163,094 | $170,798.4 | $7,704.4 | 4.72% |
| HAS Hayley A. Snell LRI Investments, LLC | 25,153 | $1.66M | $2.96M | $1.31M | 78.88% |
Kelly Financial Services LLC Kelly Financial Services LLC | 3,038 | $377,527.73 | $362,661.25 | -$14,866.48 | -3.94% |
David Millar Gen-Wealth Partners Inc | 31,795 | $1.97M | $3.78M | $1.81M | 92.18% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 36,675 | $2.82M | $4.34M | $1.52M | 54.02% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 22,961 | $1.79M | $2.71M | $915,445.78 | 51.11% |
| NI NCP Inc. NCP Inc. | 800 | $89,497.66 | $94,840 | $5,342.34 | 5.97% |
Lee Larson Everstar Asset Management, LLC | 7,683 | $778,585.69 | $913,585.53 | $134,999.84 | 17.34% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 10,760 | $1.1M | $1.28M | $178,446.15 | 16.27% |
Michael Dziura Westfuller Advisors, LLC | 3,554 | $401,037.13 | $422,499.52 | $21,462.39 | 5.35% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 3,254 | $366,111.47 | $385,703.45 | $19,591.98 | 5.35% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 112,397 | $7.94M | $13.34M | $5.41M | 68.15% |
Winfried Buchbauer Erste Asset Management GmbH | 116,786 | $12.22M | $13.88M | $1.66M | 13.6% |
| NCG Noah C Goldberg Jain Global LLC | 136,434 | $15.45M | $16.08M | $628,960.58 | 4.07% |
Dana Weymouth Painted Porch Advisors LLC | 18,965 | $1M | $2.25M | $1.24M | 123.78% |
Beth Steinhaus Breakwater Investment Management | 1,961 | $118,632.85 | $233,094.26 | $114,461.41 | 96.48% |
Roger Krabbe Bank & Trust Co | 30,272 | $2.05M | $3.59M | $1.53M | 74.69% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 3,712 | $223,351.18 | $441,393.92 | $218,042.74 | 97.62% |