| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carmen McClennon WR Wealth Planners, LLC | 4,423 | $274,443.95 | $407,844.83 | $133,400.88 | 48.61% |
Matthew Richmond Richmond Investment Services, LLC | 3,019 | $214,674.15 | $277,083.82 | $62,409.67 | 29.07% |
Nathan Edwards IMG Wealth Management, Inc. | 2,965 | $192,046.96 | $272,127.7 | $80,080.74 | 41.7% |
David A Rozenson Fairscale Capital, LLC | 7,267 | $467,549.28 | $666,965.26 | $199,415.98 | 42.65% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 22,036 | $1.42M | $2.02M | $603,814.41 | 42.56% |
Scott Geppert Stonekeep Investments, LLC | 3,172 | $258,000 | $291,824 | $33,824 | 13.11% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 22,825 | $1.45M | $2.09M | $640,559.93 | 44.05% |
Rana Choubah Meridian Financial Advisors, LLC | 3,391 | $244,592.6 | $305,563.01 | $60,970.41 | 24.93% |
David Van Overeem RMR Capital Management, LLC | 6,957 | $409,975.63 | $641,887.6 | $231,911.97 | 56.57% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 11,632 | $761,352.28 | $1.07M | $306,232.68 | 40.22% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 3,895 | $251,750.12 | $358,203.67 | $106,453.55 | 42.29% |
| TAL TPG Advisors LLC TPG Advisors LLC | 2,501 | $203,235 | $230,041.98 | $26,806.98 | 13.19% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 6,301 | $423,655 | $567,783.11 | $144,128.11 | 34.02% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 127,972 | $8.11M | $11.75M | $3.64M | 44.85% |
Samantha Cox Capital Investment Counsel, LLC | 2,325 | $200,136 | $209,505.75 | $9,369.75 | 4.68% |
Alison Gould Persium Advisors, LLC | 3,170 | $221,584 | $292,844.6 | $71,260.6 | 32.16% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 3,089 | $218,418.34 | $283,508.42 | $65,090.08 | 29.8% |
| FGS Frederic G Sauer Orion Investment Co | 6,096 | $386,849.58 | $561,502.56 | $174,652.98 | 45.15% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 5,904 | $449,000.43 | $532,009.44 | $83,009.01 | 18.49% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 15,235 | $974,243.01 | $1.37M | $398,582.84 | 40.91% |