| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carmen McClennon WR Wealth Planners, LLC | 9,011 | $314,851.8 | $1.22M | $904,021.11 | 287.13% |
Nathan Edwards IMG Wealth Management, Inc. | 319 | $43,374 | $42,592.88 | -$781.12 | -1.8% |
David A Rozenson Fairscale Capital, LLC | 3,237 | $125,757.45 | $432,786.9 | $307,029.45 | 244.14% |
Eric Schmid Ted Buchan & Co | 804 | $205,366 | $108,998.36 | -$96,367.64 | -46.92% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 1,081 | $56,420.25 | $144,389.17 | $87,968.92 | 155.92% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 1,248 | $318,777 | $167,281.92 | -$151,495.08 | -47.52% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 4,418 | $232,342.62 | $597,821.67 | $365,479.05 | 157.3% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 1,601 | $217,688 | $220,329.62 | $2,641.62 | 1.21% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 1,804 | $245,289.56 | $243,882.76 | -$1,406.8 | -0.57% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 3,324 | $272,654.09 | $460,141.29 | $187,487.2 | 68.76% |
Jesper Bonnivier Avanza Fonder AB | 93,170 | $7.03M | $12.48M | $5.44M | 77.41% |
Barry Carpenter Cascades Capital Asset Management, LLC | 4,212 | $232,967.53 | $572,768.82 | $339,801.29 | 145.86% |
TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 3,615 | $296,538 | $486,470.55 | $189,932.55 | 64.05% |
Tuomas Suomela S-Bank Fund Management Ltd | 4,101 | $1.05M | $550,395.21 | -$497,123.79 | -47.46% |
Taryn Anderson YANKCOM Partnership | 4,136 | $198,768.2 | $572,546.44 | $373,778.24 | 188.05% |
| MCM Massar Capital Management LP Massar Capital Management LP | 1,376 | $351,472 | $184,748.64 | -$166,723.36 | -47.44% |
David Levy Diversified Enterprises LLC | 4,601 | $272,670.39 | $616,395.97 | $343,725.58 | 126.06% |
Pines Wealth Management LLC Pines Wealth Management LLC | 920 | $234,996 | $123,951.6 | -$111,044.4 | -47.25% |
Matthew Riley Hickory Point Bank & Trust | 200 | $27,194 | $26,784 | -$410 | -1.51% |
Adam Amante Fortress Financial Solutions LLC | 5,640 | $267,325.2 | $757,254.6 | $489,929.4 | 183.27% |