| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Argentarii LLC Argentarii, LLC | 2,069 | $368,778.58 | $345,212.65 | -$23,565.93 | -6.39% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 5,248 | $883,815.68 | $875,104 | -$8,711.68 | -0.99% |
Kings Path Partners LLC Kings Path Partners LLC | 175 | $27,731.02 | $28,897.75 | $1,166.73 | 4.21% |
Neisy Arnez Drucker Wealth 3.0, LLC | 6,988 | $1.11M | $1.15M | $43,837.9 | 3.95% |
Andrew Bowers BridgePort Financial Solutions, LLC | 2,932 | $573,050.95 | $485,392.6 | -$87,658.35 | -15.3% |
Carmen McClennon WR Wealth Planners, LLC | 1,850 | $199,571.97 | $309,005.5 | $109,433.53 | 54.83% |
Nathan Edwards IMG Wealth Management, Inc. | 44 | $7,410.17 | $7,193.34 | -$216.83 | -2.93% |
David A Rozenson Fairscale Capital, LLC | 625 | $121,520.87 | $102,675 | -$18,845.87 | -15.51% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 2,344 | $394,760.07 | $388,260.16 | -$6,499.91 | -1.65% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 823 | $177,744.13 | $134,642.8 | -$43,101.33 | -24.25% |
Alison Gould Persium Advisors, LLC | 5,255 | $1M | $877,479.9 | -$127,119.92 | -12.65% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 2,478 | $417,045.76 | $410,493.09 | -$6,552.67 | -1.57% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 2,403 | $392,984.83 | $398,369.34 | $5,384.51 | 1.37% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 5 | $847 | $815.25 | -$31.75 | -3.75% |
Jesper Bonnivier Avanza Fonder AB | 61,185 | $12.02M | $10.02M | -$2M | -16.64% |
Barry Carpenter Cascades Capital Asset Management, LLC | 1,180 | $199,035.2 | $195,136.6 | -$3,898.6 | -1.96% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 6,832 | $1.16M | $1.14M | -$24,906.02 | -2.15% |
Tuomas Suomela S-Bank Fund Management Ltd | 5,584 | $995,293 | $923,928.64 | -$71,364.36 | -7.17% |
Taryn Anderson YANKCOM Partnership | 6,177 | $1.19M | $1.02M | -$163,272.86 | -13.75% |
David Levy Diversified Enterprises LLC | 1,731 | $291,517.71 | $285,095.7 | -$6,422.01 | -2.2% |