| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CBI Chris Bulman Inc. Chris Bulman Inc | 802 | $205,163.63 | $241,105.26 | $35,941.63 | 17.52% |
David Van Overeem RMR Capital Management, LLC | 6,260 | $1.17M | $1.88M | $709,195.28 | 60.47% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 7,671 | $2.84M | $2.31M | -$531,753.27 | -18.74% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 27 | $7,322.38 | $8,117.01 | $794.63 | 10.85% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 3,991 | $1.08M | $1.2M | $117,455.32 | 10.85% |
Greg Reidy Granite FO LLC | 104 | $28,205 | $31,265.52 | $3,060.52 | 10.85% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 1,168 | $376,900.78 | $351,135.84 | -$25,764.94 | -6.84% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 270 | $82,053.97 | $81,170.1 | -$883.87 | -1.08% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 668 | $202,057 | $200,820.84 | -$1,236.16 | -0.61% |
Jesper Bonnivier Avanza Fonder AB | 41,782 | $12.62M | $12.56M | -$62,012.63 | -0.49% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 995 | $329,275.01 | $299,126.85 | -$30,148.16 | -9.16% |
Tuomas Suomela S-Bank Fund Management Ltd | 3,336 | $1.06M | $1M | -$61,216.2 | -5.75% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 6,027 | $1.64M | $1.81M | $175,075.6 | 10.7% |
Taryn Anderson YANKCOM Partnership | 208 | $72,611.07 | $62,531.04 | -$10,080.03 | -13.88% |
Nicholas Munoz IronOak Wealth LLC. | 4,538 | $1.35M | $1.36M | $17,480.66 | 1.3% |
| DL David Levy Diversified Enterprises LLC | 2,338 | $636,219.39 | $702,872.94 | $66,653.55 | 10.48% |
| PWM Pines Wealth Management LLC Pines Wealth Management LLC | 1,819 | $540,818.81 | $546,845.97 | $6,027.16 | 1.11% |
| SAL Seneschal Advisors LLC Seneschal Advisors LLC | 7 | $2,326 | $2,104.41 | -$221.59 | -9.53% |
| GFG Goldstone Financial Group LLC Goldstone Financial Group LLC | 813 | $300,782 | $244,412.19 | -$56,369.81 | -18.74% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 1,659 | $314,359.8 | $498,745.17 | $184,385.37 | 58.65% |