| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 5,542 | $510,214.28 | $540,455.84 | $30,241.56 | 5.93% |
Adam Jordan Paul R. Ried Financial Group, LLC | 21,641 | $1.97M | $2.11M | $136,668.07 | 6.92% |
Eric Schmid Ted Buchan & Co | 11,838 | $1.14M | $1.16M | $17,003.8 | 1.49% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 1,857 | $144,993.95 | $180,156.85 | $35,162.9 | 24.25% |
Heather Fowler A4 Wealth Advisors LLC | 2,181 | $184,512.67 | $213,508.99 | $28,996.32 | 15.72% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 3,826 | $370,875.25 | $375,330.6 | $4,455.35 | 1.2% |
Greg Reidy Granite FO LLC | 23 | $2,242 | $2,254.34 | $12.34 | 0.55% |
Laurel Steward Mattson Financial Services, LLC | 26,859 | $2.17M | $2.6M | $429,676.17 | 19.79% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 364 | $33,228.44 | $35,362.6 | $2,134.16 | 6.42% |
Jesper Bonnivier Avanza Fonder AB | 103,251 | $9.45M | $9.97M | $522,456.95 | 5.53% |
Gregory A. Brown Brown Financial Advisors | 14,396 | $1.17M | $1.41M | $239,847.19 | 20.52% |
Teresa Coleman Creekside Partners | 4,871 | $386,296.21 | $477,918.16 | $91,621.95 | 23.72% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 200 | $18,250 | $19,325.32 | $1,075.32 | 5.89% |
Tuomas Suomela S-Bank Fund Management Ltd | 5,082 | $519,330 | $492,293.34 | -$27,036.66 | -5.21% |
Taryn Anderson YANKCOM Partnership | 11,238 | $1.01M | $1.1M | $92,839.74 | 9.2% |
David Levy Diversified Enterprises LLC | 4,788 | $464,186.27 | $462,760.2 | -$1,426.07 | -0.31% |
Pines Wealth Management LLC Pines Wealth Management LLC | 2,962 | $273,796.84 | $289,890.94 | $16,094.1 | 5.88% |
Code Waechter LLC Code Waechter LLC | 3,326 | $272,595.06 | $326,297.23 | $53,702.17 | 19.7% |
Seneschal Advisors LLC Seneschal Advisors LLC | 6,644 | $606,045.11 | $643,725.2 | $37,680.09 | 6.22% |
Curtis Harrell Tounjian Advisory Partners LLC | 172 | $17,528 | $16,689.44 | -$838.56 | -4.78% |