| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carmen McClennon WR Wealth Planners, LLC | 6,655 | $1.21M | $928,771.8 | -$278,437.88 | -23.06% |
Nathan Edwards IMG Wealth Management, Inc. | 113 | $16,500.76 | $15,709.49 | -$791.27 | -4.8% |
David A Rozenson Fairscale Capital, LLC | 865 | $142,517 | $120,254.03 | -$22,262.97 | -15.62% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 3,141 | $470,256.66 | $438,357.96 | -$31,898.7 | -6.78% |
Scott Geppert Stonekeep Investments, LLC | 1,488 | $201,000 | $207,665.28 | $6,665.28 | 3.32% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 2,810 | $395,473.86 | $387,021.3 | -$8,452.56 | -2.14% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 3,411 | $548,508.86 | $476,039.16 | -$72,469.7 | -13.21% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 1,490 | $226,061 | $207,944.4 | -$18,116.6 | -8.01% |
Chad Warrick Summit Wealth Partners, LLC | 1,384 | $214,992 | $193,151.04 | -$21,840.96 | -10.16% |
Eric Schmid Ted Buchan & Co | 9,017 | $1.24M | $1.26M | $15,926.45 | 1.28% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 3,770 | $547,412.44 | $522,899 | -$24,513.44 | -4.48% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 16,082 | $2.17M | $2.23M | $60,390.35 | 2.78% |
Samantha Cox Capital Investment Counsel, LLC | 35,684 | $6.01M | $4.98M | -$1.03M | -17.2% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 1,386 | $228,606.1 | $192,792.61 | -$35,813.49 | -15.67% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 5,950 | $980,952.17 | $827,645.06 | -$153,307.11 | -15.63% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 13,165 | $1.74M | $1.84M | $99,000.98 | 5.7% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 141 | $21,240.6 | $19,677.96 | -$1,562.64 | -7.36% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 3,449 | $522,011.27 | $481,342.44 | -$40,668.83 | -7.79% |
Jesper Bonnivier Avanza Fonder AB | 178,340 | $26.54M | $24.89M | -$1.65M | -6.21% |
Barry Carpenter Cascades Capital Asset Management, LLC | 1,232 | $209,499.45 | $173,453.27 | -$36,046.18 | -17.21% |