| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nathan Edwards IMG Wealth Management, Inc. | 1,517 | $397,158.72 | $542,281.99 | $145,123.27 | 36.54% |
John Bradford Surenkamp SAGE ADVISORS, LLC | 3,161 | $990,442.02 | $1.11M | $121,566.2 | 12.27% |
David A Rozenson Fairscale Capital, LLC | 6,876 | $1.45M | $2.46M | $1.01M | 70.07% |
Chris Bulman Inc. Chris Bulman Inc | 849 | $278,039 | $298,669.72 | $20,630.72 | 7.42% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 6,600 | $1.65M | $2.32M | $675,287.1 | 41.01% |
Scott Geppert Stonekeep Investments, LLC | 5,832 | $1.78M | $2.05M | $273,747.25 | 15.4% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 159,102 | $27.71M | $57.24M | $29.53M | 106.58% |
Rana Choubah Meridian Financial Advisors, LLC | 2,912 | $466,185.21 | $1.02M | $558,227.3 | 119.74% |
David Van Overeem RMR Capital Management, LLC | 5,677 | $965,657.77 | $2M | $1.03M | 106.81% |
Adam Jordan Paul R. Ried Financial Group, LLC | 1,472 | $378,484.76 | $517,834.89 | $139,350.13 | 36.82% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 3,960 | $831,947.43 | $1.39M | $561,141.01 | 67.45% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 1,382 | $330,740 | $486,173.79 | $155,433.79 | 47% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 1,229 | $304,845.37 | $442,181.91 | $137,336.54 | 45.05% |
Chad Warrick Summit Wealth Partners, LLC | 14,746 | $3.63M | $5.19M | $1.56M | 42.82% |
| TAL TPG Advisors LLC TPG Advisors LLC | 4,443 | $900,665.26 | $1.56M | $662,337.75 | 73.54% |
Eric Schmid Ted Buchan & Co | 732 | $239,528 | $257,510.29 | $17,982.29 | 7.51% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 228,890 | $61.55M | $83.59M | $22.04M | 35.81% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 99,488 | $19.13M | $36.33M | $17.2M | 89.94% |
Samantha Cox Capital Investment Counsel, LLC | 34,260 | $6.47M | $12.05M | $5.58M | 86.32% |
Alison Gould Persium Advisors, LLC | 3,537 | $863,621.84 | $1.24M | $380,659.43 | 44.08% |