| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Neisy Arnez Drucker Wealth 3.0, LLC | 9,087 | $960,361.41 | $641,269.59 | -$319,091.82 | -33.23% |
Andrew Bowers BridgePort Financial Solutions, LLC | 5,139 | $561,038.16 | $362,659.23 | -$198,378.93 | -35.36% |
Carmen McClennon WR Wealth Planners, LLC | 11,090 | $403,684.64 | $808,239.2 | $404,554.56 | 100.22% |
Craig Small Symphony Financial Services, Inc. | 6,926 | $477,436.94 | $504,039.65 | $26,602.71 | 5.57% |
Nathan Edwards IMG Wealth Management, Inc. | 2,842 | $271,673.35 | $200,559.94 | -$71,113.41 | -26.18% |
David A Rozenson Fairscale Capital, LLC | 16,509 | $1.21M | $1.17M | -$45,849.2 | -3.79% |
Scott Geppert Stonekeep Investments, LLC | 8,127 | $769,673.9 | $590,101.47 | -$179,572.43 | -23.33% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 2,560 | $230,510.08 | $186,457.6 | -$44,052.48 | -19.11% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 3,160 | $285,899.71 | $230,111.2 | -$55,788.51 | -19.51% |
Eric Schmid Ted Buchan & Co | 22,005 | $1.23M | $1.6M | $378,116.38 | 30.86% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 2,682 | $201,453.87 | $189,268.74 | -$12,185.13 | -6.05% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 136,591 | $14.69M | $9.64M | -$5.05M | -34.4% |
Samantha Cox Capital Investment Counsel, LLC | 38,378 | $2.74M | $2.71M | -$31,854.13 | -1.16% |
Alison Gould Persium Advisors, LLC | 12,253 | $1.1M | $890,793.1 | -$213,785.21 | -19.35% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 11,692 | $1.08M | $825,104.44 | -$255,538.76 | -23.65% |
Greg Reidy Granite FO LLC | 100 | $7,093 | $7,261 | $168 | 2.37% |
Laurel Steward Mattson Financial Services, LLC | 25,899 | $2.06M | $1.83M | -$235,284.78 | -11.41% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 3,951 | $289,104.03 | $278,822.07 | -$10,281.96 | -3.56% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 10,150 | $866,076.19 | $739,123 | -$126,953.19 | -14.66% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 188 | $18,674.03 | $13,693.92 | -$4,980.11 | -26.67% |