| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Dziura Westfuller Advisors, LLC | 1,092 | $253,803.25 | $246,606.36 | -$7,196.89 | -2.84% |
| NCG Noah C Goldberg Jain Global LLC | 1,944 | $241,911 | $437,244.48 | $195,333.48 | 80.75% |
Beth Steinhaus Breakwater Investment Management | 238 | $81,470.52 | $53,507.16 | -$27,963.36 | -34.32% |
Roger Krabbe Bank & Trust Co | 1,357 | $300,152.88 | $308,446.1 | $8,293.22 | 2.76% |
Bruce Barton Parkworth Wealth Management, Inc. | 17 | $5,451.82 | $3,830.35 | -$1,621.47 | -29.74% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 17,889 | $4.84M | $4.06M | -$776,744.89 | -16.05% |
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 19,313 | $4.71M | $4.36M | -$350,140.04 | -7.44% |
| BBF Brian Barnum Forbis Science & Technology Partners, L.P. | 4,350 | $541,314 | $974,595.75 | $433,281.75 | 80.04% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 5,930 | $1.86M | $1.33M | -$533,585.31 | -28.66% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 7,568 | $2.29M | $1.72M | -$570,952.14 | -24.93% |
Neisy Arnez Drucker Wealth 3.0, LLC | 11,257 | $2.53M | $2.56M | $33,984.58 | 1.35% |
Carmen McClennon WR Wealth Planners, LLC | 2,115 | $611,059 | $477,017.1 | -$134,041.9 | -21.94% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 5,911 | $1.68M | $1.34M | -$339,321.46 | -20.16% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 3,812 | $755,881.43 | $855,641.52 | $99,760.09 | 13.2% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 9,284 | $1.84M | $2.11M | $266,244.99 | 14.45% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 120 | $29,931.4 | $27,111.6 | -$2,819.8 | -9.42% |
Jesper Bonnivier Avanza Fonder AB | 58,256 | $16.09M | $13.08M | -$3.01M | -18.69% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 25 | $8,795 | $5,611.5 | -$3,183.5 | -36.2% |
Tuomas Suomela S-Bank Fund Management Ltd | 26,340 | $6.93M | $5.96M | -$970,513.34 | -14.01% |
Taryn Anderson YANKCOM Partnership | 3,664 | $759,808.03 | $824,106.88 | $64,298.85 | 8.46% |