| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Warrick Summit Wealth Partners, LLC | 21,826 | $759,293.28 | $546,741.28 | -$212,552 | -27.99% |
| TAL TPG Advisors LLC TPG Advisors LLC | 8,477 | $211,295.37 | $210,568.68 | -$726.69 | -0.34% |
Eric Schmid Ted Buchan & Co | 52,829 | $1.36M | $1.32M | -$34,589.43 | -2.55% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 370,572 | $8.98M | $9.28M | $300,163.14 | 3.34% |
Alison Gould Persium Advisors, LLC | 33,877 | $855,807.99 | $841,504.68 | -$14,303.31 | -1.67% |
| FGS Frederic G Sauer Orion Investment Co | 16,206 | $453,443.88 | $402,881.16 | -$50,562.72 | -11.15% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 40,668 | $1.11M | $1.01M | -$96,334.78 | -8.7% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 81,378 | $2.36M | $2.02M | -$332,030.9 | -14.1% |
Greg Reidy Granite FO LLC | 21,303 | $690,382.06 | $533,640.13 | -$156,741.93 | -22.7% |
John Gallagher Gallagher Capital Advisors, LLC | 139,747 | $3.71M | $3.47M | -$232,887.19 | -6.28% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 14,648 | $355,067.56 | $361,073.2 | $6,005.64 | 1.69% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 1,951 | $48,963 | $48,872.55 | -$90.45 | -0.18% |
Jesper Bonnivier Avanza Fonder AB | 634,756 | $16.64M | $15.9M | -$740,078.22 | -4.45% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 15,831 | $421,548.21 | $391,817.25 | -$29,730.96 | -7.05% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 26,249 | $723,190.96 | $648,350.3 | -$74,840.66 | -10.35% |
Taryn Anderson YANKCOM Partnership | 717 | $17,853.17 | $17,824.62 | -$28.55 | -0.16% |
David Levy Diversified Enterprises LLC | 50,684 | $1.35M | $1.27M | -$85,065.19 | -6.28% |
Pines Wealth Management LLC Pines Wealth Management LLC | 7,407 | $197,194.28 | $185,545.34 | -$11,648.94 | -5.91% |
Hamilton Capital Partners LLC Hamilton Capital Partners LLC | 13,220 | $371,218 | $327,195 | -$44,023 | -11.86% |
Matthew Riley Hickory Point Bank & Trust | 13,995 | $371,287.69 | $350,574.74 | -$20,712.95 | -5.58% |