| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam Jordan Paul R. Ried Financial Group, LLC | 21,641 | $1.97M | $2.27M | $294,214.55 | 14.91% |
Chad Warrick Summit Wealth Partners, LLC | 6,128 | $548,983 | $646,442.72 | $97,459.72 | 17.75% |
Eric Schmid Ted Buchan & Co | 11,135 | $1.07M | $1.17M | $104,771.06 | 9.79% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 2,166 | $169,052.69 | $226,996.8 | $57,944.11 | 34.28% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 8,342 | $656,710.97 | $879,997.58 | $223,286.61 | 34% |
Heather Fowler A4 Wealth Advisors LLC | 2,898 | $245,170.9 | $305,710.02 | $60,539.12 | 24.69% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 3,826 | $370,875.25 | $403,604.74 | $32,729.49 | 8.82% |
Greg Reidy Granite FO LLC | 23 | $2,242 | $2,426.27 | $184.27 | 8.22% |
Laurel Steward Mattson Financial Services, LLC | 28,213 | $2.28M | $2.98M | $699,429.49 | 30.72% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 362 | $33,024.19 | $38,187.38 | $5,163.19 | 15.63% |
Jesper Bonnivier Avanza Fonder AB | 87,628 | $7.98M | $9.24M | $1.26M | 15.79% |
Gregory A. Brown Brown Financial Advisors | 14,823 | $1.2M | $1.56M | $361,347.94 | 30.05% |
Teresa Coleman Creekside Partners | 4,766 | $375,565.3 | $502,765.34 | $127,200.04 | 33.87% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 200 | $18,250 | $20,962 | $2,712 | 14.86% |
Taryn Anderson YANKCOM Partnership | 11,152 | $1M | $1.18M | $175,533.23 | 17.54% |
David Levy Diversified Enterprises LLC | 4,803 | $465,648.75 | $506,668.47 | $41,019.72 | 8.81% |
Pines Wealth Management LLC Pines Wealth Management LLC | 3,370 | $311,430.56 | $355,501.3 | $44,070.74 | 14.15% |
Code Waechter LLC Code Waechter LLC | 3,323 | $272,288.49 | $350,543.27 | $78,254.78 | 28.74% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 2,011 | $205,504 | $212,140.39 | $6,636.39 | 3.23% |
Seneschal Advisors LLC Seneschal Advisors LLC | 7,260 | $662,251.53 | $765,857.4 | $103,605.87 | 15.64% |