| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 22,151 | $2.34M | $2.25M | -$84,859.41 | -3.63% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 12,910 | $1.39M | $1.3M | -$89,942.55 | -6.47% |
Kelly Dixon Cannon Financial Strategists, Inc. | 4,363 | $481,132.63 | $438,481.5 | -$42,651.13 | -8.86% |
Neisy Arnez Drucker Wealth 3.0, LLC | 12,741 | $1.55M | $1.29M | -$266,627.86 | -17.18% |
Andrew Bowers BridgePort Financial Solutions, LLC | 2,616 | $303,845.97 | $263,378.88 | -$40,467.09 | -13.32% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 14,877 | $1.67M | $1.5M | -$169,985.81 | -10.21% |
Carmen McClennon WR Wealth Planners, LLC | 917 | $104,226.38 | $92,323.56 | -$11,902.82 | -11.42% |
Nathan Edwards IMG Wealth Management, Inc. | 57 | $7,151.46 | $5,765.26 | -$1,386.2 | -19.38% |
David A Rozenson Fairscale Capital, LLC | 1,924 | $217,306.96 | $193,708.32 | -$23,598.64 | -10.86% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 4,016 | $420,382.02 | $403,648.16 | -$16,733.86 | -3.98% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 2,647 | $291,985.6 | $266,049.97 | -$25,935.63 | -8.88% |
David Van Overeem RMR Capital Management, LLC | 7,900 | $869,553 | $794,029 | -$75,524 | -8.69% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 3,462 | $437,292.16 | $347,965.62 | -$89,326.54 | -20.43% |
Jane King Fairfield Financial Advisors, LTD | 7,157 | $852,132.06 | $719,350.07 | -$132,781.99 | -15.58% |
Chad Warrick Summit Wealth Partners, LLC | 2,109 | $216,528 | $212,334.12 | -$4,193.88 | -1.94% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 42,595 | $4.77M | $4.28M | -$487,962.72 | -10.23% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 95,938 | $10.75M | $9.66M | -$1.09M | -10.16% |
Alison Gould Persium Advisors, LLC | 7,872 | $897,868.57 | $791,214.72 | -$106,653.85 | -11.88% |
| FGS Frederic G Sauer Orion Investment Co | 62,624 | $6.51M | $6.28M | -$228,577.16 | -3.51% |
Heather Fowler A4 Wealth Advisors LLC | 2,074 | $277,800.32 | $207,939.24 | -$69,861.08 | -25.15% |