| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 6,387 | $999,692.12 | $1.1M | $102,831.82 | 10.29% |
Carmen McClennon WR Wealth Planners, LLC | 253 | $43,897.05 | $44,758.23 | $861.18 | 1.96% |
Nathan Edwards IMG Wealth Management, Inc. | 1,333 | $210,529.3 | $230,102.46 | $19,573.16 | 9.3% |
AMY TEH Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 11,141 | $2.06M | $1.92M | -$135,585.58 | -6.59% |
David A Rozenson Fairscale Capital, LLC | 1,704 | $337,028.35 | $294,144.48 | -$42,883.87 | -12.72% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 3,238 | $594,912.48 | $558,943.56 | -$35,968.92 | -6.05% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 1,017 | $159,145.37 | $175,554.54 | $16,409.17 | 10.31% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 21,922 | $3.37M | $3.78M | $415,012.65 | 12.32% |
| FGS Frederic G Sauer Orion Investment Co | 115,722 | $22.89M | $20.53M | -$2.36M | -10.3% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 8,829 | $1.75M | $1.52M | -$221,358.68 | -12.68% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 6,352 | $1.03M | $1.1M | $67,643.35 | 6.57% |
Greg Reidy Granite FO LLC | 533 | $90,637 | $92,006.46 | $1,369.46 | 1.51% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 2,557 | $430,082.22 | $441,389.34 | $11,307.12 | 2.63% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 1,929 | $310,973.04 | $344,982.36 | $34,009.32 | 10.94% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 373 | $60,686.25 | $65,623.75 | $4,937.5 | 8.14% |
Jesper Bonnivier Avanza Fonder AB | 154,249 | $25.26M | $26.63M | $1.37M | 5.42% |
| EM Eric Myers Carrera Capital Advisors | 1,381 | $255,234 | $238,388.22 | -$16,845.78 | -6.6% |
Barry Carpenter Cascades Capital Asset Management, LLC | 624 | $115,261 | $110,360.64 | -$4,900.36 | -4.25% |
Teresa Coleman Creekside Partners | 1,659 | $328,243.11 | $286,376.58 | -$41,866.53 | -12.75% |
Tuomas Suomela S-Bank Fund Management Ltd | 8,515 | $1.37M | $1.47M | $98,044.79 | 7.15% |