| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 1,641 | $261,882.16 | $220,730.91 | -$41,151.25 | -15.71% |
| TAL TPG Advisors LLC TPG Advisors LLC | 2,386 | $475,853.83 | $320,785.77 | -$155,068.06 | -32.59% |
Eric Schmid Ted Buchan & Co | 2,056 | $216,764.04 | $276,532 | $59,767.96 | 27.57% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 20,766 | $3.78M | $2.7M | -$1.08M | -28.63% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 3,016 | $569,703.33 | $398,338.2 | -$171,365.13 | -30.08% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 7,133 | $1.26M | $925,934.73 | -$332,439.77 | -26.42% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 20 | $2,824 | $2,600.8 | -$223.2 | -7.9% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 2,811 | $478,994.52 | $375,746.37 | -$103,248.15 | -21.56% |
Greg Reidy Granite FO LLC | 42 | $7,157 | $5,647.74 | -$1,509.26 | -21.09% |
Ben Warren Tumwater Wealth Management, LLC | 2,057 | $342,778.2 | $263,974.81 | -$78,803.39 | -22.99% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 5,918 | $1.02M | $769,576.72 | -$246,083.15 | -24.23% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 8,584 | $1.86M | $1.15M | -$700,656.66 | -37.77% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 577 | $93,324.7 | $73,827.15 | -$19,497.55 | -20.89% |
Jesper Bonnivier Avanza Fonder AB | 121,470 | $19.69M | $15.63M | -$4.06M | -20.6% |
Barry Carpenter Cascades Capital Asset Management, LLC | 2,136 | $390,638.17 | $281,428.68 | -$109,209.49 | -27.96% |
JAMES ELIOS Elios Financial Group Inc. | 1,050 | $229,659 | $141,167.25 | -$88,491.75 | -38.53% |
Teresa Coleman Creekside Partners | 2,787 | $393,524.59 | $361,724.73 | -$31,799.86 | -8.08% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,373 | $213,106.46 | $176,258.87 | -$36,847.59 | -17.29% |
Tuomas Suomela S-Bank Fund Management Ltd | 9,127 | $1.37M | $1.18M | -$188,510.86 | -13.76% |
Level Wealth Management LLC Level Wealth Management LLC | 3,304 | $712,126.29 | $442,323 | -$269,803.29 | -37.89% |