| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kings Path Partners LLC Kings Path Partners LLC | 101 | $21,612.39 | $21,753.38 | $140.99 | 0.65% |
Neisy Arnez Drucker Wealth 3.0, LLC | 1,388 | $303,237 | $299,717.78 | -$3,519.22 | -1.16% |
Carmen McClennon WR Wealth Planners, LLC | 135 | $28,486.93 | $29,144.47 | $657.54 | 2.31% |
Craig Small Symphony Financial Services, Inc. | 2,996 | $641,514.59 | $646,836.4 | $5,321.81 | 0.83% |
Nathan Edwards IMG Wealth Management, Inc. | 121 | $27,107.21 | $26,081.55 | -$1,025.66 | -3.78% |
David A Rozenson Fairscale Capital, LLC | 365 | $76,650 | $78,504.2 | $1,854.2 | 2.42% |
Eric Schmid Ted Buchan & Co | 15,262 | $2.85M | $3.3M | $445,802.94 | 15.64% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 2,028 | $421,580.68 | $438,757.8 | $17,177.12 | 4.07% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 11,694 | $2.46M | $2.52M | $56,504.87 | 2.29% |
Samantha Cox Capital Investment Counsel, LLC | 2,871 | $584,387.17 | $623,222.32 | $38,835.15 | 6.65% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 6,018 | $1.34M | $1.3M | -$40,303.74 | -3% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 38 | $9,373.58 | $8,257.02 | -$1,116.56 | -11.91% |
Jesper Bonnivier Avanza Fonder AB | 57,509 | $13.51M | $12.38M | -$1.13M | -8.37% |
Tuomas Suomela S-Bank Fund Management Ltd | 1,703 | $481,965.9 | $369,193.37 | -$112,772.53 | -23.4% |
Taryn Anderson YANKCOM Partnership | 787 | $188,234.85 | $168,221.25 | -$20,013.6 | -10.63% |
Nicholas Munoz IronOak Wealth LLC. | 7,439 | $1.99M | $1.61M | -$370,435.88 | -18.66% |
David Levy Diversified Enterprises LLC | 3,074 | $789,229.15 | $660,756.3 | -$128,472.85 | -16.28% |
Pines Wealth Management LLC Pines Wealth Management LLC | 1,115 | $265,375.87 | $242,847 | -$22,528.87 | -8.49% |
Seneschal Advisors LLC Seneschal Advisors LLC | 4 | $988 | $862.2 | -$125.8 | -12.73% |
Curtis Harrell Tounjian Advisory Partners LLC | 113 | $24,659 | $24,575.8 | -$83.2 | -0.34% |