| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Beth Steinhaus Breakwater Investment Management | 238 | $81,470.52 | $40,724.18 | -$40,746.34 | -50.01% |
Roger Krabbe Bank & Trust Co | 1,192 | $269,896.85 | $197,776.64 | -$72,120.21 | -26.72% |
Bruce Barton Parkworth Wealth Management, Inc. | 17 | $5,451.82 | $2,820.64 | -$2,631.18 | -48.26% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 17,889 | $4.84M | $3.05M | -$1.79M | -36.91% |
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 19,313 | $4.71M | $3.2M | -$1.5M | -31.9% |
| BBF Brian Barnum Forbis Science & Technology Partners, L.P. | 4,350 | $541,314 | $769,471.5 | $228,157.5 | 42.15% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 5,930 | $1.86M | $983,905.6 | -$877,999.71 | -47.16% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 7,568 | $2.29M | $1.26M | -$1.03M | -45.17% |
Neisy Arnez Drucker Wealth 3.0, LLC | 11,257 | $2.53M | $1.87M | -$658,827.48 | -26.08% |
Carmen McClennon WR Wealth Planners, LLC | 2,115 | $611,059 | $350,920.8 | -$260,138.2 | -42.57% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 5,911 | $1.68M | $1.06M | -$627,926.03 | -37.31% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 3,812 | $755,881.43 | $680,403.88 | -$75,477.55 | -9.99% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 4,046 | $1.19M | $690,773.58 | -$500,095 | -41.99% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 120 | $29,931.4 | $19,910.4 | -$10,021 | -33.48% |
Jesper Bonnivier Avanza Fonder AB | 53,008 | $15.13M | $8.8M | -$6.33M | -41.86% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 25 | $8,795 | $4,148 | -$4,647 | -52.84% |
Tuomas Suomela S-Bank Fund Management Ltd | 24,931 | $6.75M | $4.14M | -$2.62M | -38.74% |
Taryn Anderson YANKCOM Partnership | 3,596 | $747,338.81 | $596,648.32 | -$150,690.49 | -20.16% |
David Levy Diversified Enterprises LLC | 2,164 | $721,837.02 | $359,050.88 | -$362,786.14 | -50.26% |
Matthew Riley Hickory Point Bank & Trust | 207 | $41,046 | $34,345.44 | -$6,700.56 | -16.32% |