| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FTM F. Thomas Mosley Mosley Wealth Management | 277 | $30,465.56 | $29,384.16 | -$1,081.4 | -3.55% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 487 | $37,440.31 | $51,466.16 | $14,025.85 | 37.46% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 7 | $791 | $743.43 | -$47.57 | -6.01% |
Corey Saft Sivia Capital Partners, LLC | 2,013 | $221,269.2 | $212,653.32 | -$8,615.88 | -3.89% |
Kyle Jones Pineridge Advisors LLC | 3,249 | $297,485.15 | $343,159.38 | $45,674.23 | 15.35% |
Fox Hill Wealth Management Fox Hill Wealth Management | 20,647 | $1.58M | $2.14M | $561,015.14 | 35.48% |
Ian Jameson American Capital Advisory, LLC | 9 | $959.67 | $935.64 | -$24.03 | -2.5% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,827 | $515,621.67 | $500,849.52 | -$14,772.15 | -2.86% |
Kevyn Hill Hilltop National Bank | 2,534 | $249,757.91 | $268,591.33 | $18,833.42 | 7.54% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 2,165 | $244,680 | $227,444.07 | -$17,235.93 | -7.04% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 14,649 | $1.45M | $1.52M | $69,922.26 | 4.82% |
Adam Stalnaker Rockport Wealth LLC | 2,517 | $241,733 | $261,415.62 | $19,682.62 | 8.14% |
| HAS Hayley A. Snell LRI Investments, LLC | 276 | $28,470.3 | $28,637.76 | $167.46 | 0.59% |
David Millar Gen-Wealth Partners Inc | 47 | $3,943.52 | $4,973.77 | $1,030.25 | 26.13% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 8,683 | $673,758.06 | $904,638.35 | $230,880.29 | 34.27% |
Roger Krabbe Bank & Trust Co | 28,847 | $2.06M | $3.05M | $993,782.5 | 48.35% |
Bruce Barton Parkworth Wealth Management, Inc. | 5 | $480 | $518.97 | $38.97 | 8.12% |
Carmen McClennon WR Wealth Planners, LLC | 988 | $73,061.24 | $102,781.64 | $29,720.4 | 40.68% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 201,428 | $20.05M | $21.27M | $1.22M | 6.09% |
| FGS Frederic G Sauer Orion Investment Co | 13,193 | $938,154.08 | $1.37M | $434,577.57 | 46.32% |