| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 2,803 | $984,996.63 | $881,683.62 | -$103,313.01 | -10.49% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 2,821 | $855,159.51 | $833,633.74 | -$21,525.77 | -2.52% |
| TAL TPG Advisors LLC TPG Advisors LLC | 1,315 | $454,009.84 | $405,453.95 | -$48,555.89 | -10.69% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 7,839 | $2.77M | $2.3M | -$464,012.29 | -16.76% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 2,819 | $1.03M | $833,042.72 | -$201,157.31 | -19.45% |
Samantha Cox Capital Investment Counsel, LLC | 17,087 | $6.2M | $5.02M | -$1.17M | -18.95% |
Alison Gould Persium Advisors, LLC | 6,224 | $2.42M | $1.9M | -$518,909.44 | -21.44% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 969 | $382,720.49 | $304,798.94 | -$77,921.55 | -20.36% |
| FGS Frederic G Sauer Orion Investment Co | 803 | $276,450.04 | $246,055.26 | -$30,394.78 | -10.99% |
Heather Fowler A4 Wealth Advisors LLC | 695 | $277,181.04 | $212,534.47 | -$64,646.57 | -23.32% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 967 | $341,268 | $284,220.65 | -$57,047.35 | -16.72% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 19,361 | $6.66M | $5.69M | -$969,870.2 | -14.56% |
David Maddux Brightwater Advisory LLC | 1,486 | $523,903.7 | $453,809.54 | -$70,094.16 | -13.38% |
Laurel Steward Mattson Financial Services, LLC | 3,393 | $1.19M | $997,270.59 | -$190,825.77 | -16.06% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 3,742 | $1.31M | $1.1M | -$212,999.78 | -16.22% |
Robert Roy Somnio Financial Group, LLC | 731 | $251,632.48 | $225,144.34 | -$26,488.14 | -10.53% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 3,419 | $1.25M | $1.05M | -$199,265.74 | -15.95% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 135 | $48,217.34 | $41,312.7 | -$6,904.64 | -14.32% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 894 | $327,749.47 | $278,695.56 | -$49,053.91 | -14.97% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 2,060 | $771,054.33 | $634,974.38 | -$136,079.95 | -17.65% |