| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David A Rozenson Fairscale Capital, LLC | 197 | $15,386 | $16,390.4 | $1,004.4 | 6.53% |
Chad Warrick Summit Wealth Partners, LLC | 3,653 | $316,532 | $303,929.6 | -$12,602.4 | -3.98% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 33,190 | $2.72M | $2.74M | $19,101.8 | 0.7% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 224,003 | $20.8M | $18.64M | -$2.16M | -10.4% |
Alison Gould Persium Advisors, LLC | 9,366 | $771,533.46 | $771,945.72 | $412.26 | 0.05% |
Heather Fowler A4 Wealth Advisors LLC | 2,496 | $237,717.1 | $205,645.44 | -$32,071.66 | -13.49% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 2,708 | $234,664 | $225,305.6 | -$9,358.4 | -3.99% |
Greg Reidy Granite FO LLC | 23 | $2,071 | $1,913.6 | -$157.4 | -7.6% |
Laurel Steward Mattson Financial Services, LLC | 45,928 | $3.68M | $3.78M | $108,776.07 | 2.96% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 6,199 | $540,314.8 | $507,078.2 | -$33,236.6 | -6.15% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 62 | $5,311.47 | $5,158.4 | -$153.07 | -2.88% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 3,808 | $312,887.05 | $313,741.12 | $854.07 | 0.27% |
Jesper Bonnivier Avanza Fonder AB | 126,616 | $11.28M | $10.53M | -$744,320.34 | -6.6% |
Barry Carpenter Cascades Capital Asset Management, LLC | 4,753 | $427,663.61 | $395,449.6 | -$32,214.01 | -7.53% |
Gregory A. Brown Brown Financial Advisors | 21,380 | $1.7M | $1.76M | $65,560.85 | 3.87% |
Teresa Coleman Creekside Partners | 3,941 | $354,808 | $324,698.99 | -$30,109.01 | -8.49% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 19,314 | $1.62M | $1.59M | -$26,424.58 | -1.63% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 375 | $33,858.87 | $31,233.75 | -$2,625.12 | -7.75% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 3,903 | $368,381.76 | $319,460.55 | -$48,921.21 | -13.28% |
Taryn Anderson YANKCOM Partnership | 16,709 | $1.36M | $1.38M | $21,938.36 | 1.62% |