| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Small Symphony Financial Services, Inc. | 1,156 | $286,746.64 | $312,859.85 | $26,113.21 | 9.11% |
Matthew Richmond Richmond Investment Services, LLC | 1,017 | $298,959.75 | $275,240.89 | -$23,718.86 | -7.93% |
Nathan Edwards IMG Wealth Management, Inc. | 244 | $71,706.02 | $66,974.34 | -$4,731.68 | -6.6% |
David A Rozenson Fairscale Capital, LLC | 779 | $202,432.97 | $213,823.81 | $11,390.84 | 5.63% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 1,567 | $403,045.02 | $424,092.9 | $21,047.88 | 5.22% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 970 | $287,239.09 | $262,520.81 | -$24,718.28 | -8.61% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 1,011 | $304,898.21 | $276,730.92 | -$28,167.29 | -9.24% |
Rana Choubah Meridian Financial Advisors, LLC | 1,315 | $358,799.61 | $355,891.61 | -$2,908 | -0.81% |
David Van Overeem RMR Capital Management, LLC | 6,039 | $1.79M | $1.63M | -$156,228.98 | -8.72% |
Chad Warrick Summit Wealth Partners, LLC | 4,247 | $1.31M | $1.15M | -$163,618.87 | -12.46% |
| TAL TPG Advisors LLC TPG Advisors LLC | 1,187 | $302,519.57 | $321,249.69 | $18,730.12 | 6.19% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 19,284 | $5.22M | $5.32M | $97,005.42 | 1.86% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 5,862 | $1.82M | $1.62M | -$205,697.81 | -11.29% |
Samantha Cox Capital Investment Counsel, LLC | 1,365 | $397,105.9 | $369,423.61 | -$27,682.29 | -6.97% |
Alison Gould Persium Advisors, LLC | 2,334 | $684,392.59 | $631,673.78 | -$52,718.81 | -7.7% |
| FGS Frederic G Sauer Orion Investment Co | 844 | $215,146.45 | $231,019.68 | $15,873.23 | 7.38% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 2,522 | $707,214.84 | $690,914.51 | -$16,300.33 | -2.3% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 3,468 | $888,448.64 | $938,579.55 | $50,130.91 | 5.64% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 7,945 | $2.41M | $2.18M | -$234,959.89 | -9.74% |
Laurel Steward Mattson Financial Services, LLC | 10,703 | $2.75M | $2.9M | $147,242.67 | 5.36% |