| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kings Path Partners LLC Kings Path Partners LLC | 143 | $53,429 | $84,751.81 | $31,322.81 | 58.63% |
Andrew Bowers BridgePort Financial Solutions, LLC | 456 | $202,075.02 | $270,257.51 | $68,182.49 | 33.74% |
Carmen McClennon WR Wealth Planners, LLC | 4,079 | $1.64M | $2.42M | $779,995.51 | 47.63% |
Nathan Edwards IMG Wealth Management, Inc. | 20 | $11,216.66 | $12,415.4 | $1,198.74 | 10.69% |
David A Rozenson Fairscale Capital, LLC | 130 | $59,743.44 | $80,700.1 | $20,956.66 | 35.08% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 633 | $245,110.89 | $375,160.1 | $130,049.21 | 53.06% |
Scott Geppert Stonekeep Investments, LLC | 391 | $248,000 | $231,733.96 | -$16,266.04 | -6.56% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 1,281 | $593,014.66 | $780,487.68 | $187,473.02 | 31.61% |
Jane King Fairfield Financial Advisors, LTD | 5,734 | $2.25M | $3.49M | $1.25M | 55.48% |
Eric Schmid Ted Buchan & Co | 424 | $238,839 | $251,292.07 | $12,453.07 | 5.21% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 37,211 | $23.44M | $23.06M | -$380,527.55 | -1.62% |
Samantha Cox Capital Investment Counsel, LLC | 15,485 | $6.28M | $9.18M | $2.9M | 46.19% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 3,752 | $1.76M | $2.33M | $566,795.69 | 32.23% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 2,891 | $1.08M | $1.71M | $630,020.27 | 58.15% |
Greg Reidy Granite FO LLC | 2 | $835 | $1,185.34 | $350.34 | 41.96% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 2,161 | $1.1M | $1.28M | $177,992.72 | 16.14% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 22 | $10,274.57 | $13,038.74 | $2,764.17 | 26.9% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 649 | $279,307.08 | $384,642.82 | $105,335.74 | 37.71% |
Jesper Bonnivier Avanza Fonder AB | 26,300 | $11.48M | $15.59M | $4.11M | 35.77% |
Teresa Coleman Creekside Partners | 998 | $373,840.03 | $591,484.64 | $217,644.61 | 58.22% |