| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Bowers BridgePort Financial Solutions, LLC | 5,006 | $1.33M | $1.09M | -$238,141.55 | -17.88% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 6,902 | $1.83M | $1.51M | -$318,641.06 | -17.44% |
Carmen McClennon WR Wealth Planners, LLC | 1,618 | $218,850.02 | $352,918.16 | $134,068.14 | 61.26% |
Matthew Richmond Richmond Investment Services, LLC | 1,308 | $381,488.7 | $285,941.88 | -$95,546.82 | -25.05% |
Nathan Edwards IMG Wealth Management, Inc. | 847 | $201,474.84 | $184,442.71 | -$17,032.13 | -8.45% |
John Bradford Surenkamp SAGE ADVISORS, LLC | 5,313 | $946,914.28 | $1.16M | $214,268.38 | 22.63% |
David A Rozenson Fairscale Capital, LLC | 467 | $90,148.56 | $101,693.92 | $11,545.36 | 12.81% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 5,124 | $967,686.32 | $1.08M | $116,039.68 | 11.99% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 963 | $271,719.99 | $203,674.5 | -$68,045.49 | -25.04% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 840 | $240,850.79 | $182,834.4 | -$58,016.39 | -24.09% |
Rana Choubah Meridian Financial Advisors, LLC | 1,680 | $224,572.39 | $365,836.78 | $141,264.39 | 62.9% |
Jane King Fairfield Financial Advisors, LTD | 7,193 | $1.89M | $1.57M | -$320,132.49 | -16.98% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 1,586 | $368,401.93 | $345,208.76 | -$23,193.17 | -6.3% |
Chad Warrick Summit Wealth Partners, LLC | 2,443 | $399,393.36 | $532,867.16 | $133,473.8 | 33.42% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 426 | $77,128.03 | $92,723.16 | $15,595.13 | 20.22% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 9,792 | $2.37M | $2.15M | -$226,978.68 | -9.56% |
Samantha Cox Capital Investment Counsel, LLC | 28,472 | $5.28M | $6.18M | $899,287.5 | 17.03% |
Alison Gould Persium Advisors, LLC | 3,763 | $855,337.3 | $819,430.84 | -$35,906.46 | -4.2% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 1,069 | $255,847.73 | $225,772.8 | -$30,074.93 | -11.76% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 1,874 | $528,767.93 | $407,894.84 | -$120,873.09 | -22.86% |