| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevyn Hill Hilltop National Bank | 11,572 | $488,677.81 | $643,345.34 | $154,667.53 | 31.65% |
Brady Green GGM Financials LLC | 1,895 | $102,092 | $105,996.82 | $3,904.82 | 3.82% |
Dana Grigg CAMELOT TECHNOLOGY ADVISORS, INC. | 25,478 | $988,458.94 | $1.42M | $429,009.59 | 43.4% |
CLINE REASOR Gratus Wealth Advisors, LLC | 6,797 | $255,567.3 | $381,141.77 | $125,574.47 | 49.14% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 87,352 | $4.77M | $4.9M | $129,801.49 | 2.72% |
Todd Lunsford International Private Wealth Advisors LLC | 6,683 | $358,116.21 | $374,582.15 | $16,465.94 | 4.6% |
Venkatram Krishnamurthy V2 Financial group LLC | 16,461 | $586,022.17 | $922,968.27 | $336,946.1 | 57.5% |
Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO | 7,770 | $327,285.87 | $435,702.75 | $108,416.88 | 33.13% |
Kevin Galvin Hopwood Financial Services, Inc. | 12,933 | $627,822.32 | $722,631.37 | $94,809.05 | 15.1% |
| HAS Hayley A. Snell LRI Investments, LLC | 16,635 | $759,248 | $932,225.4 | $172,977.4 | 22.78% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 30,816 | $1.26M | $1.73M | $468,420.98 | 37.21% |
Jade Eagles WEALTHGARDEN F.S. LLC | 26,640 | $1.31M | $1.49M | $179,233.96 | 13.64% |
| NI NCP Inc. NCP Inc. | 4,400 | $187,185.87 | $245,960 | $58,774.13 | 31.4% |
Lee Larson Everstar Asset Management, LLC | 80,001 | $4.23M | $4.48M | $254,608.7 | 6.02% |
Michael Dziura Westfuller Advisors, LLC | 294 | $15,839 | $16,356.69 | $517.69 | 3.27% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 1,901 | $93,852 | $106,456 | $12,604 | 13.43% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 9,485 | $475,989.88 | $531,681.67 | $55,691.79 | 11.7% |
Brandt Sakakeeny Rockingstone Advisors LLC | 46,978 | $1.84M | $2.62M | $776,405.2 | 42.23% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 18,311 | $888,868.1 | $1.02M | $133,068.81 | 14.97% |
Kara Lilian Lynx Investment Advisory | 17,831 | $888,162.28 | $1M | $111,889.35 | 12.6% |