| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Neisy Arnez Drucker Wealth 3.0, LLC | 38,526 | $2.82M | $3.43M | $610,626.42 | 21.68% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 46,918 | $3.24M | $4.19M | $954,122.99 | 29.49% |
Carmen McClennon WR Wealth Planners, LLC | 10,358 | $638,765.46 | $925,280.14 | $286,514.68 | 44.85% |
Matthew Richmond Richmond Investment Services, LLC | 2,603 | $241,660 | $232,408.85 | -$9,251.15 | -3.83% |
Nathan Edwards IMG Wealth Management, Inc. | 195 | $14,894.49 | $17,382.3 | $2,487.81 | 16.7% |
John Bradford Surenkamp SAGE ADVISORS, LLC | 3,958 | $252,563.12 | $353,449.4 | $100,886.28 | 39.94% |
David A Rozenson Fairscale Capital, LLC | 6,909 | $496,757.1 | $615,868.26 | $119,111.16 | 23.98% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 7,418 | $606,432.43 | $658,903.85 | $52,471.42 | 8.65% |
Scott Geppert Stonekeep Investments, LLC | 6,541 | $606,423.67 | $580,709.98 | -$25,713.69 | -4.24% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 2,623 | $243,592 | $233,827.33 | -$9,764.67 | -4.01% |
Rana Choubah Meridian Financial Advisors, LLC | 3,044 | $185,713.72 | $271,342.16 | $85,628.44 | 46.11% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 30,184 | $2.8M | $2.69M | -$112,888.24 | -4.03% |
Jane King Fairfield Financial Advisors, LTD | 6,160 | $510,125.66 | $549,133.2 | $39,007.54 | 7.65% |
Chad Warrick Summit Wealth Partners, LLC | 5,068 | $428,115.8 | $452,724.44 | $24,608.64 | 5.75% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 85 | $6,093.65 | $7,577.32 | $1,483.67 | 24.35% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 295,428 | $22.74M | $26.39M | $3.65M | 16.06% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 4,198 | $296,604.55 | $374,041.8 | $77,437.25 | 26.11% |
| FGS Frederic G Sauer Orion Investment Co | 104,089 | $7.41M | $9.28M | $1.87M | 25.25% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 11,340 | $931,539.19 | $1.01M | $79,365.11 | 8.52% |
Laurel Steward Mattson Financial Services, LLC | 22,651 | $1.6M | $2.02M | $419,388.39 | 26.15% |