| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFL Farrell Financial LLC Farrell Financial LLC | 2,011 | $236,157 | $233,255.89 | -$2,901.11 | -1.23% |
Neisy Arnez Drucker Wealth 3.0, LLC | 42,608 | $2.95M | $4.94M | $1.99M | 67.59% |
Andrew Bowers BridgePort Financial Solutions, LLC | 7,668 | $596,049.82 | $889,411.32 | $293,361.5 | 49.22% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 35,072 | $3.12M | $4.07M | $945,197.84 | 30.27% |
Carmen McClennon WR Wealth Planners, LLC | 1,247 | $62,245.41 | $144,639.53 | $82,394.12 | 132.37% |
Nathan Edwards IMG Wealth Management, Inc. | 1,666 | $117,346.68 | $202,285.72 | $84,939.04 | 72.38% |
David A Rozenson Fairscale Capital, LLC | 4,500 | $213,390 | $546,390 | $333,000 | 156.05% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 10,927 | $542,708.06 | $1.27M | $724,714.67 | 133.54% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 3,510 | $240,521.98 | $407,124.9 | $166,602.92 | 69.27% |
Rana Choubah Meridian Financial Advisors, LLC | 12,892 | $835,707.76 | $1.5M | $659,635.32 | 78.93% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 2,686 | $208,407 | $311,549.14 | $103,142.14 | 49.49% |
Adam Jordan Paul R. Ried Financial Group, LLC | 2,197 | $258,060 | $254,830.03 | -$3,229.97 | -1.25% |
Chad Warrick Summit Wealth Partners, LLC | 8,873 | $688,483 | $1.03M | $340,696.27 | 49.49% |
| TAL TPG Advisors LLC TPG Advisors LLC | 2,814 | $216,756 | $326,395.86 | $109,639.86 | 50.58% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 350 | $18,626.99 | $40,596.5 | $21,969.51 | 117.94% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 467,803 | $31.48M | $54.26M | $22.78M | 72.36% |
Alison Gould Persium Advisors, LLC | 12,854 | $783,813.67 | $1.49M | $707,121.79 | 90.22% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 8,898 | $570,061.8 | $1.08M | $511,045.2 | 89.65% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 14,459 | $794,055.87 | $1.76M | $962,712.63 | 121.24% |
David Maddux Brightwater Advisory LLC | 4,155 | $210,774.95 | $504,500.1 | $293,725.15 | 139.35% |