| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kara Lilian Lynx Investment Advisory | 1,628 | $222,738 | $206,186.2 | -$16,551.8 | -7.43% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 10,712 | $1.34M | $1.33M | -$3,361.16 | -0.25% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 2,636 | $231,522.94 | $334,113 | $102,590.06 | 44.31% |
Neisy Arnez Drucker Wealth 3.0, LLC | 1,916 | $226,115.41 | $242,910.48 | $16,795.07 | 7.43% |
Carmen McClennon WR Wealth Planners, LLC | 33 | $2,890.4 | $4,109.49 | $1,219.09 | 42.18% |
Nathan Edwards IMG Wealth Management, Inc. | 102 | $12,952.94 | $12,912.18 | -$40.76 | -0.31% |
AMY TEH Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 185,962 | $25.44M | $23.11M | -$2.33M | -9.15% |
David A Rozenson Fairscale Capital, LLC | 183 | $16,809 | $23,160.48 | $6,351.48 | 37.79% |
Scott Geppert Stonekeep Investments, LLC | 1,691 | $222,153.08 | $210,174.39 | -$11,978.69 | -5.39% |
Rana Choubah Meridian Financial Advisors, LLC | 2,193 | $239,861.65 | $278,072.4 | $38,210.75 | 15.93% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 1,883 | $247,941.24 | $234,038.07 | -$13,903.17 | -5.61% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 2,485 | $228,769 | $309,506.75 | $80,737.75 | 35.29% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 220,649 | $21.17M | $27.91M | $6.74M | 31.82% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 3,169 | $424,191.74 | $401,496.45 | -$22,695.29 | -5.35% |
Laurel Steward Mattson Financial Services, LLC | 8,631 | $979,328.09 | $1.09M | $113,788.06 | 11.62% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 2,586 | $272,321.65 | $321,646.68 | $49,325.03 | 18.11% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 429 | $48,092.45 | $54,482.83 | $6,390.38 | 13.29% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 3,192 | $294,713.94 | $396,733.68 | $102,019.74 | 34.62% |
Jesper Bonnivier Avanza Fonder AB | 6,378 | $754,799.37 | $807,040.23 | $52,240.86 | 6.92% |
Gregory A. Brown Brown Financial Advisors | 3,801 | $427,612.94 | $481,054.56 | $53,441.62 | 12.5% |