| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kerri Hicken FULLCIRCLE WEALTH LLC | 4,700 | $228,400.58 | $507,600 | $279,199.42 | 122.24% |
Kings Path Partners LLC Kings Path Partners LLC | 291 | $27,160.47 | $31,375.62 | $4,215.15 | 15.52% |
| FFL Farrell Financial LLC Farrell Financial LLC | 2,018 | $236,910.41 | $216,713.02 | -$20,197.39 | -8.53% |
Neisy Arnez Drucker Wealth 3.0, LLC | 42,608 | $2.95M | $4.6M | $1.65M | 55.97% |
Andrew Bowers BridgePort Financial Solutions, LLC | 7,668 | $596,049.82 | $828,359.47 | $232,309.65 | 38.97% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 35,072 | $3.12M | $3.85M | $730,907.92 | 23.41% |
Carmen McClennon WR Wealth Planners, LLC | 1,247 | $62,245.41 | $136,733.55 | $74,488.14 | 119.67% |
Nathan Edwards IMG Wealth Management, Inc. | 1,666 | $117,346.68 | $179,144.98 | $61,798.3 | 52.66% |
David A Rozenson Fairscale Capital, LLC | 4,500 | $213,390 | $484,560 | $271,170 | 127.08% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 10,975 | $547,874.3 | $1.18M | $630,730.95 | 115.12% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 3,301 | $226,222.23 | $362,614.85 | $136,392.62 | 60.29% |
Rana Choubah Meridian Financial Advisors, LLC | 12,892 | $835,707.76 | $1.39M | $558,175.28 | 66.79% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 9,653 | $1.13M | $1.06M | -$73,459.3 | -6.48% |
Adam Jordan Paul R. Ried Financial Group, LLC | 2,197 | $258,060 | $239,538.91 | -$18,521.09 | -7.18% |
| TAL TPG Advisors LLC TPG Advisors LLC | 2,814 | $216,756 | $302,195.46 | $85,439.46 | 39.42% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 425,036 | $29.39M | $45.73M | $16.34M | 55.59% |
Alison Gould Persium Advisors, LLC | 12,850 | $806,706.09 | $1.4M | $597,504.64 | 74.07% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 9,398 | $628,796.69 | $1.02M | $386,657.21 | 61.49% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 14,459 | $794,055.87 | $1.59M | $794,265.28 | 100.03% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 2,045 | $233,431 | $222,864.1 | -$10,566.9 | -4.53% |