| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Krause Cascade Financial Partners, LLC | 14,256 | $733,906.07 | $805,464 | $71,557.93 | 9.75% |
David W. Marrazzo Guardian Asset Advisors, LLC | 38,861 | $1.91M | $2.2M | $286,531.67 | 15.01% |
Kevyn Hill Hilltop National Bank | 11,884 | $501,819.26 | $672,159.04 | $170,339.78 | 33.94% |
Brady Green GGM Financials LLC | 1,889 | $101,770.31 | $106,728.5 | $4,958.19 | 4.87% |
Dana Grigg CAMELOT TECHNOLOGY ADVISORS, INC. | 24,004 | $909,746.14 | $1.36M | $448,400.18 | 49.29% |
CLINE REASOR Gratus Wealth Advisors, LLC | 8,957 | $336,783.33 | $506,070.5 | $169,287.17 | 50.27% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 71,532 | $3.92M | $4.06M | $140,994.58 | 3.6% |
Todd Lunsford International Private Wealth Advisors LLC | 8,210 | $438,084.3 | $464,357.6 | $26,273.3 | 6% |
Venkatram Krishnamurthy V2 Financial group LLC | 16,461 | $586,022.17 | $931,034.16 | $345,011.99 | 58.87% |
Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO | 7,770 | $327,285.87 | $439,471.2 | $112,185.33 | 34.28% |
Kevin Galvin Hopwood Financial Services, Inc. | 12,933 | $627,822.32 | $731,490.48 | $103,668.16 | 16.51% |
| HAS Hayley A. Snell LRI Investments, LLC | 16,635 | $759,248 | $936,217.8 | $176,969.8 | 23.31% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 30,167 | $1.22M | $1.71M | $481,576.2 | 39.34% |
Jade Eagles WEALTHGARDEN F.S. LLC | 40,991 | $1.96M | $2.32M | $353,990.91 | 18.02% |
| NI NCP Inc. NCP Inc. | 4,400 | $187,185.87 | $248,864 | $61,678.13 | 32.95% |
Lee Larson Everstar Asset Management, LLC | 48,876 | $2.56M | $2.76M | $204,790.64 | 8% |
Michael Dziura Westfuller Advisors, LLC | 294 | $15,839 | $16,628.64 | $789.64 | 4.99% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 1,901 | $93,852 | $107,520.56 | $13,668.56 | 14.56% |
| NCG Noah C Goldberg Jain Global LLC | 410,101 | $20.25M | $23.19M | $2.94M | 14.53% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 10,283 | $513,699.81 | $581,452.23 | $67,752.42 | 13.19% |