| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AFI Aviso Financial Inc. Aviso Financial Inc. | 3,904 | $697,003.05 | $1.14M | $446,946.99 | 64.12% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 14,047 | $1.09M | $4.12M | $3.02M | 277.15% |
Samantha Cox Capital Investment Counsel, LLC | 705 | $305,498 | $206,579.09 | -$98,918.91 | -32.38% |
Alison Gould Persium Advisors, LLC | 3,806 | $291,283.28 | $1.12M | $823,950.8 | 282.87% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 1,269 | $176,406.63 | $371,842.37 | $195,435.74 | 110.79% |
Heather Fowler A4 Wealth Advisors LLC | 811 | $108,592.95 | $237,639.21 | $129,046.26 | 118.83% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 12 | $5,200 | $3,516.24 | -$1,683.76 | -32.38% |
Laurel Steward Mattson Financial Services, LLC | 14,519 | $1.13M | $4.25M | $3.13M | 277.16% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 5,288 | $486,886.56 | $1.55M | $1.06M | 218.24% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 3,130 | $1.09M | $917,152.57 | -$176,665.04 | -16.15% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 626 | $56,275.59 | $183,430.51 | $127,154.92 | 225.95% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 1,250 | $213,975 | $366,274.99 | $152,299.99 | 71.18% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 7,010 | $1.34M | $2.05M | $710,160.67 | 52.84% |
Jesper Bonnivier Avanza Fonder AB | 131,897 | $14.58M | $38.65M | $24.07M | 165.03% |
| EM Eric Myers Carrera Capital Advisors | 1,098 | $188,251.98 | $321,735.95 | $133,483.97 | 70.91% |
Gregory A. Brown Brown Financial Advisors | 6,044 | $447,015.85 | $1.77M | $1.32M | 296.19% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 3,150 | $525,014.6 | $981,918 | $456,903.4 | 87.03% |
Taryn Anderson YANKCOM Partnership | 1,388 | $102,645.09 | $406,711.74 | $304,066.65 | 296.23% |
David Levy Diversified Enterprises LLC | 2,608 | $468,720.34 | $764,196.13 | $295,475.79 | 63.04% |
Pines Wealth Management LLC Pines Wealth Management LLC | 1,987 | $196,335.9 | $582,230.72 | $385,894.82 | 196.55% |